Month: March 2020

• Selection by Fanny D.-W. – Copper

Copper Gains on Supply Shortage Fears Amid Coronavirus Outbreak

• Selection by Anaïs R. – Cocoa

Cocoa prices to remain Bullish as new decade gets underway

Cocoa Set for Bumpy Ride as Africa Premium Disrupts Futures

• Selection by Laurent-Xavier S. – Corn

Farmers begin planting amid uncertain prices

• Selection by Charlene C. – Freight

Freight rates set to spike as India puts ships arriving from Corona infected nations on 14-day quarantine

• Selection by Saikhan E. – Aluminium

Rio Tinto to slow down some of its operations

Here’s Why Alcoa Could See A Sharp 30% Slide-In Its Aluminum Market Share

Metals & mining cos likely to see a sharp fall in earnings

• Selection by Fabio D.C. – Oil

Oil’s 60% Crash Is the Tip of an Iceberg. The Reality Is Worse

Oil industry faces biggest crisis in 100 years

• Selection by Aïsha. B – LNG

Indian LNG importers issue force majeure notices as gas demand slumps -sources

Exclusive – Coronavirus, gas slump put brakes on Exxon’s giant Mozambique LNG plan

• Selection by Cedric L. – Sugar

Could falling prices hinder sugar reformulation?

London Sugar Settles at a 1-1/2 Week High on Concern about Supply Disruptions

Brazil sugar mills have quick start to new season

• Selection by Celine G. – Coffee

Arabica coffee soars

Coffee Defies Coronavirus Rout With Biggest Rally in Three Years

Selection by Mikael R. – LNG

Papua New Guinea LNG plant sells April cargo at nearly $4/mmbtu – sources

PetroChina suspends some gas contracts as coronavirus hits demand: sources

Selection by Walid H. – Cotton

Cost of falling cotton production

China Pakistan FTA-2: A New Regional Hub For Cotton Garments In The Offing?

Rooting for more cotton import?

Selection by Raïssa B. – Oil

Glut of crude swells across Atlantic basin on coronavirus, OPEC+ hikes

Oil storage to max out in months as coronavirus crushes demand

Selection by Nicolas G. – Gasoline / Diesel

Diesel cracks outperform amid expectations of lower global gasoline demand

Factbox: Oil products markets in turmoil as coronavirus infects demand

Selection by Laurent M. -Freight / Cargo

Alaska maritime cargo companies confident coronavirus won’t disrupt shipments

‘Nothing’s ever hit us like this’: Cargo from China plummets as COVID-19 shakes supply chains

Selection by Marcelle D. -Coffee

Commodities Melt Down But Coffee Perks Up

Starbucks’ Gathering-Spot Model Is Threatened by Coronavirus

Coffee Has Been Immune To Risk-Off

Selection by Sheba W. -Wheat

UPDATE 1-S.Korea’s NOFI tenders to buy 60,000 tonnes feed wheat

Paris wheat futures rise on euros steep fall

Selection by Jerome M. -Copper

China copper inventories near 4-yr high as supply swamps virus-hit demand; steel stocks build slows

Top metal miners curb operations as governments fight virus/

Selection by Stefan B. – Aluminium

Indonesian Mining Giant Seeks to Triple Aluminum Production

Biggest Factory Closing Since World War II Hits U.S., Europe

Selection by Adrien N. – Cotton

https://www.bloomberg.com/news/articles/2020-03-05/india-s-state-cotton-trader-ups-buying-to-help-virus-hit-farmers

https://www.ft.com/content/a13e834e-3744-11ea-a6d3-9a26f8c3cba4

Selection by Nathan G. – Corn

https://www.feednavigator.com/Article/2020/03/11/USDA-US-corn-prices-weaken-following-coronavirus-spread

https://www.brecorder.com/2020/03/12/579197/us-midday-corn-wheat-decline/

Selection by Kevin M. – Oil

https://abcnews.go.com/Business/us-gas-prices-expected-fall-coronavirus-failed-opec/story?id=69482627

https://www.reuters.com/article/oil-trading-diesel/oil-traders-hit-by-unexpected-slump-in-gasoil-idUSL5N2AQ7YT

Selection by Elias M. – Wheat

https://af.reuters.com/article/commoditiesNews/idAFL8N2B47JE

https://www.zawya.com/mena/en/markets/story/Algeria_buys_around_600000_tonnes_of_wheat_in_tender__traders-TR20200312nL8N2B51RYX2/

Selection by Sophie M. – Freight

https://www.truckinginfo.com/352454/trucking-braces-for-the-worst-as-the-first-effects-of-the-coronavirus-impact-the

https://www.reuters.com/article/health-coronavirus-china-oil/chinas-bunker-fuel-demand-plummets-as-freight-trade-slows-idUSL1N2AV04P

Proof of Delivery vs Bill of Lading: What’s the Difference?

Selection by Billy B. – Aluminum

http://investors.novelis.com/news-releases?item=711

https://www.european-aluminium.eu/media/2794/2020-02-14-european-aluminium-welcomes-eu-anti-dumping-investigation-into-chinese-aluminium-extrusions_pr.pdf

Selection by Carolina G. H. – Cocoa

https://www.cnbc.com/2018/07/05/commodities-industry-tech-disruption-blockchain-as-fraud-risk-rises.html

https://www.icco.org/about-cocoa/trading-a-shipping.html

Selection by Gina Z. – LNG

https://www.reuters.com/article/global-lng/global-lng-asian-lng-prices-steady-but-traders-wary-of-demand-slowdown-idUSL3N2AS2GS

https://www.worldoil.com/news/2020/3/6/canada-s-lng-dreams-fade-as-blockades-add-new-costs-to-industry

http://www.worldoil.com/news/2020/3/9/oil-price-meltdown-provides-some-benefit-to-lng-importers

Selection by Brandon S. G. – Coffee

https://www.bloomberg.com/news/articles/2020-03-09/volatile-coffee-climbs-to-defy-slump-in-equities-commodites

https://seekingalpha.com/article/4330002-commodities-melt-down-coffee-perks-up

Selection by Angela S. R. – Sugar

https://www.cnbc.com/2019/12/02/reuters-america-bp-bunge-complete-brazil-deal-to-form-worlds-no-point-2-cane-processor.html

https://in.reuters.com/article/india-sugar-exports-idINKBN20Y1KU