Commodity catalysts

Commodity catalysts and events, newest first.

DateCardAvg 5d

2026-10-04Copper gains 36% over 12 months as AI data center demand threatens 2028 supply deficitCOPX FCX
2026-10-04Copper Advances 36% Over 12 Months as AI Data Center Buildout Strains Grid SupplyGLD+1.17%
2026-10-04Cameco Retraces to $85 from $134 Peak Amid Ongoing AI Nuclear Baseload BuildoutCCJ
2026-10-04Copper Prices Gain 36% Over 12 Months as AI Data Center and Grid Demand Strain Mine SupplyCOPX
2026-10-04Data Center Load Expands as Applied Digital Reaches 250MW Critical IT CapacityAPLD COPX
2026-10-04AI Infrastructure and Grid Upgrades Drive Copper Prices Up 36% Over Past YearCOPX FCX
2026-10-04Cameco Retraces to $85 as AI Data Center Nuclear Backlogs Expand to 18 GWCCJ OKLO SMR
2026-10-04AI Data Centers and Grid Upgrades Drive Physical Copper Demand PressuresCOPX CPER FCX+1.75%
2026-10-04Cameco Consolidates Near $85 as Long-Term Uranium Contracting Aligns With Power DemandCCJ
2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ OKLO
2026-10-04Small Modular Reactor Backlogs Expand as Uranium Consolidates Near $85/lbCCJ OKLO SMR
2026-10-04Copper Advances 36% Over 12 Months as AI Data Center Buildout Strains Grid SupplyCOPX FCX GLD+1.17%
2026-10-04Copper Up 36% in 12 Months as AI Datacenters and Grid Projects Face Supply DeficitsCOPX FCX
2026-10-04Copper Advances 36% Over 12 Months as Data Center Grid Upgrades Constrain SupplyCOPX FCX
2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV OKLO+0.13%
2026-10-04Cameco Retraces to $85 from $134 Peak Amid Ongoing AI Nuclear Baseload BuildoutCCJ
2026-10-04Data Center Load Expands as Applied Digital Reaches 250MW Critical IT CapacityAPLD COPX
2026-10-04Cameco Retraces to $85 as Long-Term AI Data Center Nuclear Power Demand BuildsCCJ
2026-10-04Copper gains 36% over 12 months as AI data center demand threatens 2028 supply deficitCOPX FCX
2026-10-04Cameco Trades at $85 as Long-Term Uranium Contracting Collides with Nuclear DemandCCJ URA
2026-10-04Physical Copper Deficit Projected by 2028 as AI Data Center Demand Strains GridsCOPX FCX
2026-10-04Copper Advances 36% Over 12 Months Amid Data Center and Grid ExpansionCOPX FCX
2026-10-04Copper Supply Faces Structural Deficits by 2028 on AI Data Centers and Grid UpgradesCOPX FCX
2026-10-04Copper Prices Gain 36% Over 12 Months as AI Data Center and Grid Demand Strain Mine SupplyCOPX FCX
2026-10-03UK maritime authorities report a crude tanker struck four nautical miles east of OmanBDTI CL1! ZB1!
2026-10-03UK maritime authorities report a crude tanker struck four nautical miles east of OmanBDTI CL1! ZB1!
2026-10-03UKMTO says a crude tanker is struck east of OmanCL OXY TANK+6.39%
2026-10-03UKMTO says a crude tanker is struck east of OmanCL OXY TANK+6.39%
2026-10-03China halts fuel exports as regional refiner shares jump on tighter supply expectationsBRENT CNOOC S-OIL
2026-10-03S&P Global Predicts Multi-Decade Copper Surge on AI Power Grid DemandCOPX FCX
2026-10-03Kinder Morgan Projects 20% Annual EPS Expansion on Gas Midstream DemandKMI
2026-10-03S&P Global Predicts Multi-Decade Copper Surge on AI Power Grid DemandCOPX FCX
2026-10-03Copper Up 36% Over 12 Months as AI Data Center Electrification AcceleratesFCX PWR+4.34%
2026-10-03Bloom Energy Builds $20B Order Backlog on Data Center Hydrogen Fuel Cell DemandBE
2026-10-03Physical Copper Prices Rise 36% Over 12 Months Amid AI Data Center Electrification DemandCOPX FCX
2026-10-02Ukraine says its forces struck an oil refinery in Volgograd and another facility in SamaraHO1! RB1!
2026-10-02Ukraine says its forces struck an oil refinery in Volgograd and another facility in SamaraHO1! RB1! SHEL
2026-10-02A crude tanker is struck by an unknown projectile while leaving the Gulf near OmanBRENT CRUDE DIRTY TANKER FREIGHT LNG1!
2026-10-02A crude tanker is struck by an unknown projectile while leaving the Gulf near OmanBRENT CRUDE DIRTY TANKER FREIGHT LNG1!
2026-10-02UKMTO reports crude oil tanker struck by unknown projectile off OmanBRN IMOEX STNG-0.95%
2026-10-02UKMTO reports crude oil tanker struck by unknown projectile off OmanBRN IMOEX STNG-0.95%
2026-10-02RTS Operations delays Johor Bahru-Singapore RTS Link opening by one month to February 2027SGD/MYR SINGAPORE PROPERTY
2026-10-02RTS Operations delays the Johor Bahru-Singapore Rapid Transit System Link opening to February 2027SATS SGD/MYR
2026-10-02Taiwan approves a preliminary plan to restart the Ma-anshan nuclear plantTSM TTF TWSE-4.12%
2026-10-02Sigma Lithium falls 11.3% to extend monthly decline to 26.9% on battery metal headwindsLIT+1.89%
2026-10-02Taiwan approves a preliminary plan to restart the Ma-anshan nuclear plantTSM TTF TWSE-4.12%
2026-10-02Sigma Lithium Drops 11.3% in Session Extending 26.8% Monthly SlideSGML
2026-10-02Westlake Royal Acquires Metal Center Roofing Assets in Texas and New MexicoWLK
2026-10-02Sigma Lithium falls 11.3% to extend monthly decline to 26.9% on battery metal headwindsLIT SGML+1.89%
2026-10-02Westlake Royal Building Products acquires metal roofing assets in NM and TXWLK

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