Rising fertilizer costs and geopolitical trade disruptions are driving a supply-side agricultural shock, tightening corn, ...

Freeport-McMoRan and Albemarle are undervalued based on current commodity prices. Valuation multiples suggest potential upside if commodity prices hold or rise. Both companies are well-positioned to ...

The conflict in the Middle East is causing commodity prices to soar, driven by disruptions to the supply of raw materials via the Strait of Hormuz ...

Commodities supercycles can reshape markets for years, if not decades. We appear to be in one again, as the Iran war has ...

Shifting commodity exposure further out the futures curve may help reduce drawdowns after strong price gains while maintaining upside participation in rising markets. Negative roll yield for commodity ...