Energy Transfer Quietly Becomes One of the Biggest Natural Gas Suppliers to AI Data Centers
Energy Transfer has quietly become one of the biggest natural gas suppliers to AI data centers, locking in multi-year contracts…
Commodities News
Latest commodities market news — gold, silver, oil, natural gas and metals. Price movements, supply factors and macro drivers explained by our analysts.
UBS Urges Investors to Position for a Commodity Upcycle
UBS strategist Sagar Khandelwal is telling clients to build broad exposure to commodities, citing electrification, AI infrastructure spending, persistent supply…
Data centers are driving a new U.S. natural gas buildout
Big Tech's race to power artificial intelligence data centers is fueling a surge in planned U.S. natural gas power capacity,…
Gold bulls turn to exotic options as Treasury expands bond buybacks
The US Treasury doubled its long-dated bond buyback program to $4 billion, and gold traders read it as a warning…
US tariffs on Canadian steel, aluminum, and copper deepen trade war, lift gold hedge demand
New U.S. tariffs of 15% to 50% on Canadian steel, aluminum, and copper have deepened the U.S.-Canada trade war, raising…
