Finance forum: Raw materials 170 articles - 178.856 readings


Raw materials are natural resources that are intended for processing or use, such as petroleum, wheat or metals. They differ due to their respective branches of origin in agriculture and mining, but also due to their use in the production chain, in the food sector and in industry. Specific stock indices are dedicated to them, reflecting the progress of the mining, production, processing and distribution chains. Follow me


Gas: will higher prices soon be a warning?

Raw materials

The price of gas has been a topic of much discussion in 2022: now that the coming winter is expected to be in line with the cold temperatures of historical averages, it is possible that the price of the raw material will start to rise again in the coming months. Europe is increasingly dependent on liquefied natural gas Since Vladimir Putin's Russia invaded Ukraine in February 2022, Europe's sources of energy supply have changed. As stated in an article in the ‘Financial Times&rsq ...

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Preparing for inflation by investing in commodities

Raw materials

Over the past two years, commodities have lagged behind the upward trajectory of the stock markets. Nevertheless, some investment experts urge not to underestimate their role. Stock and commodity indices compared Stocks and commodities seem to be travelling on two very different tracks: as Andrew Bary points out in ‘Barron's’, the S&P 500 Index has risen 25% this year, after having gained 26% in 2023; the Bloomberg Commodity Index, on the other hand, has fallen 3% this year ...

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The World Bank and agricultural commodity price forecasts

Raw materials

At least three factors weigh on the agricultural commodity market when it comes to forecasts for 2025: 1) climate, including climate change, 2) the (broadly defined) energy market and 3) geopolitical dynamics. This is said by the World Bank, which predicts an increase in vulnerability and an overall market decline of 4% for 2025, forecasting instead a stabilisation for 2026. But let us see in a little more detail what some of the effects of these factors might be. The influence of climate and c ...

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AI can push uranium and utilities upwards

Raw materials

Among commodities, uranium could take advantage of the growing need for energy by the US tech industry. Here's why. Uranium price rises, what prospects? On ‘MarketWatch’, Michael Brush writes about how uranium has seen its price rise over the past 5/6 years in a very big way. However, the situation could continue to prove promising for the mineral: some of the largest US tech companies seem increasingly willing to rely on nuclear power to meet their energy needs. Driving consum ...

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Commodities: coffee also among the stars for rising prices

Raw materials

Among commodities, coffee has also seen its price rise significantly. Maria Teresa Manuelli writes about this in ‘Il Sole 24 Ore’. The rise in coffee prices Manuelli writes that the Italian consumer association Assoutenti expects the price of robusta variety coffee to increase by 68 per cent this year. This is no small matter for the European Union, which is the world's leading importer of green coffee. As stated in Manuelli's article, the EU accounts for 34% of the global ...

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Stronger Dollar: Yet Gold Remains At Record Levels

Raw materials

Positive economic data and the prospect of a more moderate rate cut have halted the dollar's decline in value. Nevertheless, gold remains at record highs. US recession less likely Over the past few months, the US dollar index (an index that relates the value of the dollar to a set of other currencies) has been indicating a downward trend in the value of the greenback: on the basis of less than comforting economic data, the prospect of a ‘hard landing’ (rate cut in a recession) ...

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Commodities: dynamics of some prices and the influence of climate change and geopolitics

Raw materials

In which direction is the commodities market moving? Here is an example of some commodities and some key factors affecting the commodity market today. Prices of some commodities rise, prices of others fall Price movements are taking place in the commodities market. As Isidoro Trovato points out in ‘Il Corriere della Sera’, echoing an article published in the ‘Economia’ insert and written by Ferruccio de Bortoli, not all prices are going in the same direction: on the one ...

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Trump vs. Harris: a perspective on oil prices

Raw materials

That Trump represents the best candidate as far as the oil market as a whole is not so obvious. The prospect of a Trump presidency drives up the price of oil shares In an article in the Wall Street Journal, Jinjoo Lee argues that Donald Trump's victory in the November election would not necessarily be good news for the oil industry. At least in the short term. Indeed, promises to lift restrictions could lead to increased competition in the industry. The scenario of what could happen with a ...

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Commodities and other promising sectors for this year

Raw materials

Looking ahead to the coming months, here are some opinions from investment managers, who analyse the outlook for commodities but also for two other asset classes (equities and bonds). Commodities, the push for sustainability What are the prospects for the commodities market? In this regard, Sandra Riccio, in 'La Stampa', reports some considerations from the analysis of Nannette Hechler-Fayd'herbe (Head of Investment Strategy, Sustainability and Research, Cio Emea) and Luca Bindelli ...

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