Javier Blas
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Rice Can Feed The World — Even With Fewer Farmers
The world’s most important crop for food security is reaching its lowest price in 18 years.
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The Return of Russian Commodities? They Never Really Left
As US-Russia negotiations over the Ukraine-Russia war start, there are two competing views in the market.
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The Return of Russian Commodities? They Never Really Left
As US-Russia negotiations over the Ukraine-Russia war start, there are two competing views in the market.
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Prepare For A Bumpy Year In Coffee, Oil And Other Commodities
The supply-and-demand balance of key commodities can swing from hugely oversupplied to massively in deficit, depending on unpredictable politics.
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Iran's Attack On Israel Upsets OPEC+ Search for Goldilocks Price
There’s no oil crisis yet, but keep an eye on the options market.
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Iran's Attack On Israel Upsets OPEC+ Search for Goldilocks Price
There’s no oil crisis yet, but keep an eye on the options market.
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OPEC+ Can Trade Short-Term Oil Pain For Long-Term Gain
The cartel should pump more crude in the second quarter.
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The Meltdown In Chocolate Is Coming
Unlike most other agricultural commodities, cocoa hasn’t developed into a plantation business.
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A (Very) Early Look At The Oil Market In 2025
The beginning of the end of the fossil-fuel industry remains elusive.
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Angola Quitting OPEC Is More Critical Than It Seems
The departure reveals underlying tensions among the oil cartel’s members.
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Angola Quitting OPEC Is More Critical Than It Seems
The departure reveals underlying tensions among the oil cartel’s members.
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OPEC+ Enters 2024 With 'Wait And Hope' As Its Strategy
Any weakness in oil demand or increase in supply — or both — could push the market into a surplus next year.
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The Lube That Greases The Economy Says Beware 2024
A small but significant part of the oil market is flashing danger signals about a slump in manufacturing.
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The Lube That Greases The Economy Says Beware 2024
A small but significant part of the oil market is flashing danger signals about a slump in manufacturing.
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Stuff Happens — War Makes Being Brave on Oil Risky
As Iran and the US trade rhetoric over the conflict in Gaza, there is some alignment, but that’s no justification for too much market bravery on crude oil.
