Commodities
London changes how the Netherlands can use its gold
Dutch gold relocation improves market access without increasing the reserve. Custody geography changes liquidity and the risks it can address.
Commodities
Expert insights to improve your financial decisions
Commodities
A $5.85 diesel price enters invoices before shelves
The nominal diesel record hits carrier cash flow immediately, but contracts, surcharges and duration decide how much reaches consumer prices.
Commodities
Dutch gold became easier to sell without becoming safer
Moving 86 tonnes to London changed the reserve's execution options, not its size or exposure to the gold price.
Commodities
Hemerdon's £71 million package still faces the operating test
Public capital closes much of Hemerdon's restart gap, but part of the facility is uncommitted, the offtake is unsigned and commissioning remains decisive.
Commodities
Venezuela’s oil power now sits in the payment account
Washington’s control over buyers and proceeds is economically powerful, but it is not a simple transfer of oil ownership. The unresolved risk is how cash moves from protected accounts back into production and public use.
Commodities
Gold's China story is stronger in reserves than at the jewellery counter
China's central bank and investment products support gold, but weak wholesale and jewellery demand make the latest rally more complex than one headline.
Commodities
Hormuz oil risk is priced in days, not headlines
Oil can reverse before a tanker moves because headlines change disruption probabilities instantly; flows, restarts and inventories reveal whether the premium can last.
Commodities
UBS Gold Forecast: Why Rates, the Dollar and Central Banks Matter
UBS sees a bullish gold setup tied to Fed expectations, dollar weakness and central-bank demand. Here is what investors should monitor.