Category: Futures, Options and Commodities
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Global LNG Capacity Is Set to Surge — But British Columbia Remains a Strategic Outlier
A historic wave of new liquefied natural gas (LNG) projects is reshaping the global energy landscape. By 2030, global LNG liquefaction capacity is expected to surge by nearly 50%, driven primarily by massive expansions in the United States and Qatar, alongside new developments in Africa and the Eastern Mediterranean. Forecasts indicate that close to 300…
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Establishing a Mandate: The Foundation of Every Successful Commodity Trading Deal
In the world of international commodity trading — where billions of dollars in energy, metals, and agricultural products move across borders — the most critical first step is often the most overlooked: establishing a mandate. Before any product is moved, before any inspection or payment instrument is issued, there must be a clear understanding of…
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The Democratic Republic of Congo’s Export Boom: $29.3 Billion in 2024 Driven by Copper, Cobalt, and Tin
In 2024, the Democratic Republic of Congo (DRC) exported a staggering $29.3 billion worth of goods, cementing its position as one of the most resource-rich nations in Africa. What stands out is the overwhelming dominance of refined copper, cobalt, and tin ores, which together accounted for over 90% of total exports. This extraordinary concentration highlights…
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Fuel Supply Done Right: Why Procedures Matter in the Global Energy Trade
In the world of international fuel trading, credibility isn’t a luxury — it’s the lifeblood of every successful transaction. With countless offers circulating in global markets, serious buyers know that the real differentiator isn’t a flashy headline price… it’s transparent, verifiable, bankable procedures. That’s precisely what makes this current Kazakhstan-origin FUEL allocation so compelling for…
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A Sovereign-Size Gold Production Agreement: The Ultimate Offshore Commodity Commitment
In an age where global markets fluctuate between inflation fears and digital-asset volatility, few investment instruments retain their timeless appeal like gold. Yet beyond spot trades and vaulted bullion, there exists a more exclusive arena — the sovereign-size Soft Corporate Offer (SCO) for refined gold that is Non-Hallmark Bullion Bars. This class of transaction represents…
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Palladium Breakout: Why It’s Lighting Up Commodity Markets
In 2025, palladium has been quietly staging a breakout. After years of volatility and sideways action, momentum is building—and for good reason. For investors seeking a niche play in precious and industrial metals, palladium is suddenly back in the spotlight. In this post, we’ll explore what’s driving the demand, why palladium is an especially “hot”…
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The World’s Richest Poor Country: Congo’s Per Capita Dilemma
The Congo’s Underground Fortune: A Mineral Giant When many think of the richest places in the world, nations like Qatar, Luxembourg, or the United Arab Emirates might come to mind. Yet, beneath the surface of one of Africa’s most troubled nations lies a treasure unrivaled in scale. How rich is the Congo in minerals? In…
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Mauritania: West Africa’s Next Copper Superpower (Investor Snapshot)
Why this matters: Copper is the backbone of the energy transition—EVs, grids, data centers, renewables. Mauritania, long known for world-class iron ore and a top-tier gold mine, is now positioning to lead West Africa’s copper value chain—from pit to cathode. Here’s the distilled take for investors. The Thesis in One Line Mauritania blends under-explored geology,…
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The Rise of Hyperliquid and the Future of Perpetual Futures
Perpetual futures—better known as perps—are the lifeblood of crypto speculation. These no-expiry, high-leverage contracts are the engine behind the nonstop, 24/7 thrill ride that defines digital asset markets. Unlike traditional futures with settlement dates, perps allow traders to roll their bets indefinitely, making them both seductive and dangerous. But where are most of these turbo-charged…