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Commodities

Can Tax Credits Offset Falling Ethanol Futures for Green Plains (NASDAQ:GPRE) and ADM (NYSE:ADM)?

The most actively quoted US ethanol benchmark is the cash-settled Chicago Ethanol (Platts) contract. The older CBOT ethanol contract remains listed but has limited liquidity, and CME launched physically delivered NYMEX ethanol futures in February 2025. The nearby November contract was unchanged at $1.855 …

Aditi Sarkar | 12 November 2026

Record Short Bets Meet a Cold Snap: What Natural Gas Means for EQT (NYSE:EQT) and Tourmaline (TSX:TOU)

Weather is the most clearly documented driver. A storm could bring the season's first snow to parts of the Northeast, with colder temperatures across the East afterwards, and forecasts for the next two weeks have turned colder with higherDemandthan previously expected. Positioning has mattered …

Aditi Sarkar | 12 November 2026

Diesel, Not Crude, Is Calling the Shots for Valero (NYSE:VLO) and Ampol (ASX:ALD)

Measured against WTI, diesel remains exceptionally expensive, with ULSD futures worth roughly $90 a barrel more on late-Wednesday prices. The US Gulf Coast ULSD crack averaged $28.62 a barrel in January before the conflict and $110.97 in the week to 25 September. That explains …

Aditi Sarkar | 12 November 2026

Behind the Pump: Why Gasoline's Weak Crack Matters for Phillips 66 (NYSE:PSX) and HF Sinclair (NYSE:DINO)

The slide has been gradual rather than sudden. The December contract traded at $2.7383 on the morning of 5 November, down from $3.1156 on 19 October, and New York Harbor spot RBOB was $2.76 a gallon at the 9 November close. On Tuesday the …

Aditi Sarkar | 12 November 2026

Palladium Bounces Back From a 16-Month Low as Sibanye-Stillwater (NYSE:SBSW) Trims Its US Output Outlook

Spot palladium rose 1.8% to $1,043.00 earlier in the US session. Palladium futures trade in much smaller volumes than gold, so modest flows can move the price sharply. The metal also remains cheap relative to platinum, and that gap could encourage carmakers to revisit …

Aditi Sarkar | 12 November 2026

Gold Slips Under $4,000 on Hot Inflation Data: How Newmont (NYSE:NEM) and Northern Star (ASX:NST) Stack Up

October's consumer price index, released on Tuesday, showed headline prices up 0.4% on the month against a 0.3% consensus, with core up 0.3% against 0.2% expected. Fed officials leaned in: Governor Michelle Bowman said inflation was showing signs of broadening, and Chicago Fed President …

Aditi Sarkar | 12 November 2026

Rio Tinto (ASX:RIO) Has Its China Deal; Fortescue (ASX:FMG) Is Still Waiting as Iron Ore Holds Near $92

Singapore's most-traded contract rose from $90.24 to $93.50 a tonne in the week to 5 November, its highest close since 30 September, driven mainly by funds unwinding positions and short covering. Some traders also bet on Chinese mills restocking before the Lunar New Year …

Aditi Sarkar | 12 November 2026

Crude Oil Slides as China’s Import Rebound Meets Refinery Caution

Light Crude Oil Futures opened at 86.43 and reached a session high of 86.93 before moving to a low of 84.83, according to the 10 November 2026 TradingView chart. The closing reading of 85.24 placed the contract below its opening level. The price decline …

Aditi Sarkar | 10 November 2026

Silver Futures Hold Gains as Inflation Watch Shapes Precious Metals Trade

The chart recorded an opening price of 53.520, a session high of 53.780 and a session low of 52.710. Its displayed price of 52.845 stood below the opening reading despite the positive change shown against the chart’s reference close. That distinction matters: the session …

Aditi Sarkar | 10 November 2026

Natural Gas Futures Steady as Colder Weather and LNG Demand Draw Attention

The chart showed an opening price of 3.214, a session high of 3.267 and a low of 3.196, alongside its displayed reading of 3.218. The small difference between the opening and displayed prices should not be confused with the chart’s stated daily change, which …

Aditi Sarkar | 10 November 2026
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