Commodity Trading 2020 – Week 13 – News Selection

  • 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

Commodity Trading 2020 – Week 12 – News Selection

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

Commodity Trading 2020 – Week 11 – News Selection

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

Commodity Trading 2020 – Week 10 – News Selection

Selection by Alberto O. – Cocoa

https://www.aljazeera.com/ajimpact/chocolate-danger-ghana-cocoa-output-hit-hard-dry-hot-winds-200219142354072.html

https://www.reuters.com/article/us-cocoa-ivorycoast/domestic-ivorian-cocoa-exporters-competing-with-multinationals-fear-bankruptcy-idUSKBN20J2A2

https://www.aljazeera.com/ajimpact/chocolate-gold-ivory-coast-ghana-set-fixed-price-cocoa-190806221440295.html?utm_source=website&utm_medium=article_page&utm_campaign=read_more_links

Selection by Kerim T. – Freight

https://edition.cnn.com/2020/02/05/business/shipping-coronavirus-impact/index.html

https://www.maersk.com/news/articles/2020/03/03/maersk-starts-end-to-end-cold-chain-logistics-for-grapes-export

Selection by Julien G. – Wheat

https://www.reuters.com/article/global-grains/grains-wheat-falls-for-3rd-day-faces-biggest-monthly-drop-since-july-idUSL3N2AS2V0

https://www.bloomberg.com/news/articles/2020-03-04/vietnam-buying-u-s-farm-goods-to-ease-trump-tariff-threats

Selection by Jade G. – Copper

https://www.reuters.com/article/china-health-copper-ahome/rpt-column-funds-sell-copper-as-coronavirus-hits-physical-supply-chains-andy-home-idUSL5N2AO3B9

https://www.ft.com/content/e3d6b116-4975-11ea-aeb3-955839e06441?accessToken=zwAAAXCqxWC4kdPj1rEWSXUR6tOus5VYOeBkQQ.MEQCIHBQho-u7dPqDgxSGc1DXfKzRC2jxGeTnE97vVaTcR3iAiBMINnEn1IdcefsvelmwjKFsoqS2z7k5b_h2nDHMMtYdw&sharetype=gift?token=3193f8d2-fd84-473f-90f7-13b2cdee08c1

Selection by Omar B. – Coffee

https://www.ft.com/content/fb7dce2a-4741-11ea-aee2-9ddbdc86190d

https://www.ft.com/content/3afff074-2586-11ea-9305-4234e74b0ef3

https://seekingalpha.com/article/4328367-lots-of-percolation-in-coffee-market

Selection by Jianxing W. – Gasoline / Diesel

https://www.ft.com/content/e6a65188-3cf7-11ea-a01a-bae547046735

https://www.ft.com/content/ce1aa6d2-2d75-11ea-bc77-65e4aa615551

Selection by Ludovic M. – LNG

https://www.hellenicshippingnews.com/global-lng-march-april-spot-price-spread-may-tighten-on-supply-outlook/

https://www.ft.com/content/900081d4-49a2-11ea-aee2-9ddbdc86190d

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

Selection by Arnaud V.-G. – Sugar

https://blogs.platts.com/2020/02/11/sugar-bucks-coronavirus-trend/

https://www.bloomberg.com/news/articles/2020-02-04/sugar-market-escapes-virus-vortex-as-open-interest-hits-record

Selection by Archana S. – Cotton

https://www.bloomberg.com/news/articles/2020-02-26/australia-cotton-area-smallest-since-1979-after-driest-year-ever

https://www.investing.com/analysis/lost-the-opportunity-on-oils-rebound-try-cotton-200509468

Selection by Britny A. – Crude oil

https://www.reuters.com/article/us-united-states-oil-trafigura/trafigura-forms-venture-with-phillips-66-for-deepwater-texas-oil-port-idUSKCN20M28H

https://www.reuters.com/article/rosneft-oil-tender/rosneft-awards-urals-cpc-tender-to-trafigura-total-and-gunvor-sources-idUSL8N2AV2UQ