David reports on energy, metals and agricultural markets, tracking how supply signals and safe-haven demand move prices across the commodities complex.
Stories by David Chen
Hormuz Tensions Are Fast‑Tracking the US Shale Resurgence
With the Strait of Hormuz again a flashpoint, investors are betting on domestic oil supply, reshaping the global oil narrative beyond OPEC dominance.
Why Hormuz Tensions Are Driving Up Shipping Insurance and Squeezing Refiners
As Iran and Oman edge toward a Hormuz reopening, the real price shock is coming from soaring marine insurance premiums that are adding a hidden cost to crude and tightening refinery margins.
Iran says Oman deal near completion, US must act to open Hormuz
Iran announced that negotiations with Oman are in their final stages, but called on the United States to take steps to reopen the Strait of Hormuz for shipping.
Hormuz, Gold and Avocados: Why Geopolitics Still Drives Commodities
Iran’s near‑term Hormuz opening, a bullish call on gold and a tentative avocado restart all point to a market where geopolitical risk and supply bottlenecks still dominate price moves.
Citadel Securities analyst Rubner says it’s time to start buying gold again
Citadel Securities’ Rubner indicated that market conditions now favor renewed buying of gold, suggesting a shift from earlier caution.
US to partially restart activities in Mexico’s avocado hub
The United States announced a partial restart of operations in Mexico's main avocado-producing region, signaling a limited resumption of trade activity after a prior suspension.
Oil falls over 8% this week as traders eye Hormuz reopening deal
Crude prices dropped more than 8% over the past week, buoyed by market optimism that a deal to reopen the Strait of Hormuz could be reached.
Brent crude rises $1 amid uncertainty over Iran war's end
Brent crude futures gained about $1 per barrel as traders weigh the uncertain timeline for the conclusion of the Iran conflict.
London gas oil price forms doji at $1,188 within bear‑flag zone
The London gas oil contract edged to $1,188 per tonne, generating a doji candlestick inside a bear‑flag pattern, signaling potential further downside.
Gold Hits Fresh Record Above $2,420 on Safe-Haven Demand
Bullion extended its rally to a new all-time high as investors sought shelter from a mix of geopolitical tension and softer real yields.
Brent crude steadies at $83.35, sandwiched between moving averages
Brent crude settled at $83.35, positioned between short‑term and longer‑term moving averages, indicating a technical consolidation zone.
