Category: Commodities & Energy
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The Black Sea Grain Crisis: Wheat Up 51 Per Cent as Two Breadbaskets Go Offline
Wheat is up 10 per cent this week and 51 per cent this year after strikes and navigation bans took more than 90 per cent of Russia’s Black Sea grain export capacity offline and idled Odesa. Inside the food-price shock the market is still underpricing.
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The Gold Price Rally: From $4,000 to $4,700 on Record Central Bank Buying
Gold has run from $4,000 to test $4,700 in a month: 5 per cent in a week, record second-quarter central bank buying, a $40 trillion US debt pile and a wobbling dollar. Inside the gold price rally, what is structural, what is cyclical, and what would reverse it.
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The Invisible Blockade: War-Risk Insurance Is Repricing the Strait of Hormuz
War-risk insurance for a Hormuz transit has risen 1,900 per cent while Brent gained 30. Transits have halved with no fleet blockading the strait. Inside the market of a few dozen underwriters now deciding how much of the world’s oil moves.
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Gold’s Quiet Bear Market: 24% Off the Peak While Nobody Was Watching
From a $5,595.75 January peak to the low $4,200s: gold has entered a technical bear market almost unnoticed. Why the fear trade lost to the rate trade, and what survived the unwind.
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OPEC Production Increase Meets the Peace Trade: 188,000 Barrels Into a Falling Market
Khan Capitals | June 2026 Key Takeaways Part of: The 2026 Iran Crisis – Khan Capital’s hub on the 2026 Iran crisis and oil shock. On Sunday 7 June 2026, OPEC+ delivered the most heavily anticipated supply decision of the year, and the market barely paused to read it. The OPEC production increase of 188,000…
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From War to Blockade: The Hormuz Impasse Enters Its Second Month
Khan Capitals | April 2026 Key Takeaways Part of: The 2026 Iran Crisis – Khan Capital’s hub on the 2026 Iran crisis and oil shock. From War to Blockade The Iran war that dominated the first quarter of 2026 has given way, in the second month of the ceasefire, to a naval standoff that is…
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Oil Above $100: Strait of Hormuz Closure and the Energy Crisis of 2026
Khan Capital | March 2026 Key Takeaways Part of: The 2026 Iran Crisis – Khan Capital’s hub on the 2026 Iran crisis and oil shock. Track all markets on TradingView For decades, the Strait of Hormuz has been the single most consequential chokepoint in global energy markets: a narrow passage of roughly 21 miles at…
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Gold Breaks $4,000: The Ultimate Safe Haven in Uncertain Times
Gold surpasses $4,000 per ounce for the first time as central bank buying runs at double the decade-long average and Western ETF demand records its strongest quarter in history. Why $4,000 is a waypoint, not a ceiling.
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The Energy Crisis: European Gas Prices Hit Record Highs
European gas prices surge to ten times their historical average as Russia weaponises energy supply. Why this is a multi-year structural crisis, not a temporary spike, and what it means for European industry, LNG markets, and global inflation.
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Oil Goes Negative: The Day WTI Crude Hit -$37
Oil settles at negative $37.63 per barrel for the first time in history as pandemic demand destruction, a Russia-Saudi price war, and storage exhaustion at Cushing collide in a moment the commodity market had never contemplated.