Commodity catalysts

Commodity catalysts and events, newest first.

DateCardAvg 5d

2026-10-19A marine tug near Khor Fakkan is struck by projectiles, causing damage and minor injuriesBRENT CRUDE FUTURES UAE PORT THROUGHPUT
2026-10-19Micron long-term deals cover 35% of sales through 2030DELL HPQ MU
2026-10-19Mowi record harvest volumes support protein supply backdropMHGVY
2026-10-19Mowi Posts Record Q3 Harvest of 186k Tonnes as Farming Unit Costs DeclineMHGVY
2026-10-19India completes southwest monsoon withdrawal as northeast rains begin across the southern peninsulaINR SUGAR WHEAT
2026-10-18UKMTO reports a tugboat struck by two unidentified projectiles near the UAE's Khor Fakkan portBDRY BRENT CRUDE DFM GENERAL INDEX
2026-10-18UKMTO reports a tugboat struck by two unidentified projectiles northeast of Khor Fakkan off the UAE coastBDRY EZA ICE BRENT CRUDE
2026-10-18UKMTO reports a southbound tugboat struck by two projectiles northeast of Khor FakkanBDRY BRENT CRUDE UAE EQUITIES
2026-10-18US Central Command said it redirected at least 138 ships while guiding vessels through a route near Oman's coastBDRY BZ=F USO
2026-10-18Copper Supply Gap Widens Post-2030 on AI Data Center and Grid RequirementsCOPX FCX
2026-10-18Strait of Hormuz Disruption Escalates Diesel Prices and Widens Refining SpreadsCVX MPC
2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAVGO MSFT NVDA
2026-10-18Oil trades above $100 as Strait of Hormuz disruption lifts diesel marginsCVX MPC
2026-10-18AI and energy transition demand set to drive structural copper supply deficitCOPX FCX
2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAMZN AVGO META MSFT
2026-10-18Morgan Stanley flags a 32GW U.S. data-center power shortageAVGO META MSFT NVDA
2026-10-18High diesel prices tied to Strait of Hormuz disruption lift refinersCVX EPD ET MPC
2026-10-18Data center power buildout accelerates projected post-2030 copper deficitCOPX FCX
2026-10-18Crude holds above $100 on Strait of Hormuz shipping disruption concernsCVX MPC
2026-10-18UK Maritime Trade Operations reports a small boat opened fire on an LNG tanker southeast of Yemen's Al MukallaBRENT CRUDE JKM LNG LNG CARRIER FREIGHT
2026-10-17UKMTO investigates gunfire reported by LNG tanker southeast of YemenEGX30 JKM LNG1
2026-10-17Crude futures rise as Middle East disruption and Russian supply concerns lift oil pricesBRN CL1
2026-10-17Penguin Solutions reports strong integrated-memory growth tied to AI data-center demandMU PENG SNDK
2026-10-17HudBay Minerals Drops 2.87% as Basic Materials Lag and Q3 Copper Estimates LoomCPER HBM
2026-10-17AI data-center power demand lifts utility and fuel-cell namesBE CEG
2026-10-17Micron and Sandisk sign long-term memory contracts through 2030-2031MU NVDA SNDK
2026-10-17Albemarle drops to $95.39 as 1-month loss reaches 14.66% ahead of Nov. 4 reportALB LIT
2026-10-17AI power demand keeps utility and gas use in the frameCEG UNG XLE
2026-10-17Micron and Sandisk long-term contracts cut memory pricing volatilityMU NVDA SNDK
2026-10-17Vietnam cuts retail petrol prices after six consecutive increasesPLX VHM VND
2026-10-16VLCC freight rates from the Gulf of Oman to China fall from a record as US easing of shadow-fleet sanctions weighs on demandBDTI BRENT CRUDE FRO
2026-10-16VLCC freight rates fall from records as potential US shadow-fleet sanctions relief adds tanker capacityBZ=F FRO STNG
2026-10-16Baltic Exchange data show VLCC freight rates from the Gulf of Oman to China falling from a record highBDRY FRO USO
2026-10-16Iranian Acting Oil Minister Hamid Bovard says Tehran will respond immediately to any US threat against its energy facilitiesBZ=F JETS USO
2026-10-16VLCC freight rates fall from records as shadow-fleet sanctions relief is consideredBZ=F STNG TD3C
2026-10-16Iran exports LPG and jet fuel despite the US naval blockade, shipping data showsCL=F LPG1! STNG
2026-10-16Adams Natural Resources Fund Reports 34.4% Nine-Month ReturnCVX
2026-10-16Micron drawdown persists despite strong Q4 memory resultsMU SMH
2026-10-16Adams Natural Resources Fund reports 34.4% nine-month NAV returnCVX USO
2026-10-16Chery showcases scaled AC V2G demo station in Wuhu, ChinaCRAUY
2026-10-16Adams Natural Resources Fund Reports 34.4% NAV Gain Across First Nine MonthsCVX
2026-10-16Sandisk is tied to AI storage demand and a 51% q/q revenue jumpMU SNDK
2026-10-16Sandisk cited as a major AI storage winner after 497% YTD surgeMU SNDK
2026-10-16US officials weigh easing restrictions on some sanctioned shadow-fleet vessels to reduce shipping costsBZ=F FRO USO
2026-10-15International Energy Agency agrees to release more than 20 million barrels of dieselBZ=F HO=F ICE GASOIL
2026-10-15International Energy Agency agrees to release more than 20 million barrels of diesel as Middle East supply risks persistBZ=F ICE_GASOIL
2026-10-15Nuclear ETF NLR Drops 21.8% Over Past Year as Renewables Gain 11.0%ICLN NLR
2026-10-15Nuclear ETF NLR Drops 21.8% Over Past Year as Renewables Gain 11.0%CEG ICLN NLR
2026-10-15Data Center Power Demand Projected to Expand 24 Percent Annually Through 2030GEV VST
2026-10-15Chinese Domestic Competition Expands in Commodity Semiconductor MemoryAVGO MU

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