Get Morgan Downey's Commodity News free, Monday to Saturday.Subscribe, it's free →Archive
Morgan Downey's Commodity News
Week in Review · research, podcasts and the week's moves
Week ending Jun 7, 2026
The week's moves
MarketLastWeekYTD
Silver 69.10 -8.6%
-6.51		 -1.5%
Corn 418 -6.5%
-29		 -5.2%
Soybeans 1,122 -5.5%
-65		 +8.8%
Wheat 580 -5.0%
-31		 +14.4%
Gold 4,365 -4.3%
-195		 +0.9%
WTI Crude 90.54 +3.6%
+3.18		 +57.7%
Nat Gas 3.229 -1.9%
-0.061		 -12.4%
Copper 6.29 -1.2%
-0.07		 +11.6%
Brent 93.09 +1.1%
+1.04		 +53.0%
Research
Markets Shifting Policy Pricing Amid Ongoing Energy Shock
Citi · Tue, Jun 2, 2026
Citi's weekly market update highlights how central banks are adjusting policy expectations amid persistent energy price pressures from the ongoing supply shock. It notes limited revisions to U.S. energy company earnings and discusses broader market resilience despite volatility. Read →
Inflation Pressures, Wider Profit Margins, and the Coming IPO Wave
Citi · Tue, Jun 2, 2026
Citi analyzes rising inflation lacking the breadth of past episodes, supported by strong profit margins especially in tech, and anticipates an IPO wave while maintaining a constructive equity stance. Read →
Global Volatility, Energy Risks, and Market Resilience in Focus
Citi · Thu, Jun 4, 2026
Citi's update examines global market volatility driven by energy risks, including supply disruptions, and assesses factors supporting economic and market resilience. Read →
Rystad Energy and ThinkGeoEnergy Report June 2026
Rystad Energy · Tue, Jun 2, 2026
Joint report provides a holistic view of the geothermal market, covering supply, demand, and investment opportunities in this emerging energy segment. Read →
The $500 billion case for digital and AI in upstream oil and gas
Rystad Energy · Jun 2026
Whitepaper makes the investment case for digital technologies and AI adoption across upstream oil and gas operations to drive efficiency and value amid energy abundance expectations. Read →
Mexico gas, power and renewables strategic planning outlook 2026
Wood Mackenzie · Wed, Jun 3, 2026
WoodMac outlines how Mexico's gas and power markets are entering a period of regulatory revitalization following the LESE legislation, with implications for investment and supply. Read →
Global solar inverter manufacturer comprehensive ranking 2026
Wood Mackenzie · Mon, Jun 2, 2026
Comprehensive assessment ranking global PV solar inverter manufacturers, evaluating market positions, technology, and competitive dynamics for 2026. Read →
Ten takeaways from WoodMac's LNG Conference
Wood Mackenzie · Thu, Jun 4, 2026
Key insights from the Gas, LNG & The Future of Energy 2026 conference on geopolitical risks, supply security, Asian demand challenges, and investment models in LNG markets. Read →
Podcasts
The Hidden Plumbing of Commodity Finance
Bloomberg Odd Lots · Mon, Jun 1, 2026
Joe Weisenthal and Tracy Alloway discuss the often-overlooked mechanics of commodity finance with Lewis Hart of Brown Brothers Harriman, covering how risk is priced in financing for production, transportation, and storage. Key takeaway: Commodity finance underpins global supply chains but is only noticed during crises; it differs significantly between hedgeable commodities like oil and non-hedgeable ones like cashews. Listen →
The Great CapEx Surge with Erikhans Kok
HC Commodities Podcast · Tue, Jun 2, 2026
Paul Chapman interviews McKinsey's Erikhans Kok on the global shift to asset-heavy models with trillions in CapEx across energy, infrastructure, and data centers. Key takeaway: Skilled labor shortages (e.g., welders, electricians), wage inflation, and cross-sector competition are major bottlenecks; companies are turning to digital tools and AI to boost productivity amid talent gaps. Listen →
How European crude became oversupplied amid deep supply crisis
S&P Global / Platts Oil Markets · Thu, Jun 4, 2026
S&P Global experts analyze how Middle East export disruptions have paradoxically led to a European crude glut despite global supply issues, with soft Asian demand and strategic releases contributing. Key takeaway: Europe struggles to place excess barrels ahead of summer demand peaks, highlighting imbalances in global crude flows. Listen →
Beyond molecules: The rise of environmental commodities
S&P Global / Platts Energy Evolution · Wed, May 27, 2026
Host Eklavya Gupte speaks with STX Group's Marijn van Diessen on the growing market for environmental commodities beyond traditional energy molecules. Key takeaway: Traders are expanding into carbon, renewables certificates, and related products as the energy transition creates new trading opportunities and complexities. Listen →
Ashley Finan and Amy Roma on Speed, Safety, and Reforming Nuclear Energy
Columbia Energy Exchange · Mon, Jun 2, 2026
Jason Bordoff discusses nuclear energy reform, permitting speed, safety standards, and scaling with experts Ashley Finan and Amy Roma. Key takeaway: Accelerating nuclear deployment requires balancing regulatory reforms with rigorous safety to meet surging electricity demand from data centers and electrification. Listen →
MacroVoices #535 Michael Every: NAFTA and NAPTHA, Warcraft & Fartcraft
Macro Voices · Thu, Jun 4, 2026
Erik Townsend and Patrick Ceresna interview Michael Every on Iran conflict geopolitics, oil market implications, China's role, gold, and US economic statecraft. Key takeaway: Geopolitical scenarios around the Iran crisis could significantly impact oil prices, global trade, and commodity markets amid ongoing tensions. Listen →
Hedge smarter, not harder.
Brought to you by BoxWood · The AI-powered programmatic hedge booking system for commodity producers, consumers, refiners, hedge funds, and trading houses. See a live demo →
Morgan Downey's Commodity News is published by ComCurv, Inc. Curated from public sources; every item links to its original publisher. Informational only · not financial, investment or trading advice.

Unsubscribe · View in browser · Subscribe
Morgan Downey's Commodity News is published by Wooden Table Press LLC, the company behind BoxWood. BoxWood is commodity hedge management software for oil and gas producers, fuel consumers, refiners, and trade houses: AI-checked trade confirmations, one-click daily mark-to-market, counterparty reconciliation, settlements, scenario analysis, and automated daily reports for natural gas, NGL, crude, refined-product, and basis hedges. How BoxWood compares with AEGIS and CTRM software →