A 6.5 magnitude earthquake struck the Philippines, with a severity of 4 out of 5, according to [USGS data](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t8ec) observed on June 26, 2026 · 2 min
6.5 Quake Hits Philippines
The Philippines was hit by a 6.5 magnitude earthquake, posing potential supply-chain risks. The quake's proximity to refining and LNG infrastructure may amplify these risks.
A significant earthquake with a magnitude of 7.2 occurred 23 km SE of Yumare, Venezuela, with a severity of [5](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zc) on the USGS scale · 2 min
Venezuela M7.2 Quake
A powerful earthquake struck Venezuela, posing potential supply-chain risks. The quake's proximity to refining and LNG infrastructure may amplify these risks, with a severity of [5](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zc) on the USGS scale.
A 7.5 magnitude earthquake occurred 28 km southeast of Yumare, Venezuela, with a severity of 5, as reported by the USGS on [June 24](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zp). · 2 min
7.5 Earthquake Strikes Venezuela
Venezuela experienced a significant earthquake, with potential implications for nearby refining and LNG infrastructure. The USGS reported the event, highlighting the severity and proximity to key supply-chain assets.
A significant earthquake with a magnitude of 6.9 was reported by the USGS, with a severity of [4](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zq), observed on 2026-06-24 · 2 min
M6.9 Earthquake Hits Japan
A high-severity earthquake struck Japan, posing potential supply-chain risks. The earthquake's proximity to refining and LNG infrastructure may amplify these risks, as reported by the [USGS](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zq) with a severity of [4](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zq)
Sweden's gas storage is at a critically low level, with the Gas Infrastructure Europe's AGSI+ reporting a storage level of 9.96% of working volume as of June 21, 2026 · 2 min
10.0%: SWE Gas Storage
Sweden's gas storage has reached a critically low level of 10.0%, sparking concerns over energy security. The country's storage level is at the bottom of the AGSI+ index, with [9.96%](https://gie.eu/) of working volume reported as of June 21, 2026
Coffee arabica prices dropped to 253.05 USc/lb, a -5.0% decrease from the 7-day mean of 266.45 USc/lb, according to [Yahoo Finance](https://finance.yahoo.com) · 2 min
253.05 USc/lb Coffee Arabica
Coffee arabica prices have dropped to 253.05 USc/lb, a significant decrease from the recent average. This price shift may impact global coffee markets and trade.
Corn prices have fallen to 415.00 USc/bu, a -5.4% drop from the 7-day mean of [438.82 USc/bu](https://finance.yahoo.com/) · 2 min
Corn Drops to 415.00 USc/bu
Corn prices have dropped to 415.00 USc/bu, a significant decrease from the 7-day mean. This price break is worth monitoring for potential impacts on the global food market.
A significant earthquake with a magnitude of 6.6 was reported by USGS on June 19, with a severity of [4](https://earthquake.usgs.gov/earthquakes/eventpage/us7000sui3) out of 5. · 2 min
M6.6 Earthquake Hits Russia
The M6.6 earthquake occurred 133 km ESE of Petropavlovsk-Kamchatsky, Russia. This event may amplify supply-chain risk due to its proximity to refining, LNG or chemical infrastructure.
A magnitude 6.6 earthquake was reported by the USGS with a severity of 4, according to data from [1](https://earthquake.usgs.gov/earthquakes/eventpage/us7000stti), on June 17, 2026 · 2 min
M6.6 Earthquake Strikes
A significant earthquake with a magnitude of 6.6 occurred on the central Mid-Atlantic Ridge, posing potential supply-chain risks. The USGS reported the earthquake with a severity of [4](https://earthquake.usgs.gov/earthquakes/eventpage/us7000stti) on June 17, 2026.
Brent crude price has dropped to $78.59/bbl, -2.3% compared to the 7-day mean of [$80.47/bbl](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude at $78.59/bbl
Brent crude price has fallen to $78.59/bbl. The price decrease is -2.3% compared to the 7-day mean of $80.47/bbl.
Cocoa prices surged to $4292 USD/MT, exceeding the 7-day mean of $4058.29 USD/MT, as reported by [Yahoo Finance](https://finance.yahoo.com) · 2 min
Cocoa +5.8% to $4292
Cocoa prices have broken out to $4292 USD/MT, a 5.8% increase from the 7-day mean. This price movement may have significant implications for the commodity market.
A significant earthquake with a severity of 4 was reported by USGS, according to [data from June 16, 2026](https://earthquake.usgs.gov/earthquakes/eventpage/us7000st95), with potential supply-chain implications · 2 min
M6.7 Earthquake Strikes 43km ESE of Palu, Indonesia
A M6.7 earthquake hit Indonesia, posing potential risks to nearby refining and LNG infrastructure. The earthquake's severity was reported as 4 by the USGS, indicating significant supply-chain risk.
Cocoa prices have reached $4116.00 USD/MT, a 5.1% increase from the 7-day mean of $3917.29 USD/MT, according to [Yahoo Finance](https://finance.yahoo.com) · 2 min
Cocoa Surges 5.1% to $4116/MT
Cocoa prices have broken out to a new high of $4116.00 USD/MT. This represents a significant increase from the 7-day mean of $3917.29 USD/MT.
Dutch TTF natural gas price dropped 3.9% below its 7-day mean of 46.27 EUR/MWh, according to [Yahoo Finance](https://finance.yahoo.com/quote/TTF=F) · 2 min
TTF Gas at 44.45 EUR/MWh
The price of Dutch TTF natural gas has decreased to 44.45 EUR/MWh. This is 3.9% lower than its 7-day mean of 46.27 EUR/MWh.
Brent crude price dropped to $83.93/bbl, a 2.4% decrease from its 7-day mean of $85.97/bbl, as reported by [Yahoo Finance](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude at $83.93/bbl
Brent crude has dropped to $83.93/bbl, marking a 2.4% decrease from its 7-day mean. This price movement is significant for the global oil market, with potential implications for energy costs and economic stability.
Brent crude price dropped to $84.40, a -2.7% change from the 7-day mean of $86.71, according to [Yahoo Finance](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude Drops to $84.40
Brent crude price has dropped to $84.40, marking a -2.7% change from the 7-day mean. This price movement may have implications for the global energy market.
Dutch TTF natural gas price dropped to 46.67 EUR/MWh, a -3.9% decrease from the 7-day mean of [48.57 EUR/MWh](https://finance.yahoo.com/quote/TTF=F) · 2 min
46.67 EUR/MWh Gas Price
The Dutch TTF natural gas price has decreased to 46.67 EUR/MWh. This represents a -3.9% drop from the 7-day mean of 48.57 EUR/MWh.
Brent crude oil prices have fallen to $86.52/bbl, a -2.6% decrease from the 7-day mean of [$88.79/bbl](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude Drops to $86.52
Brent crude price has dropped to $86.52/bbl, marking a -2.6% decline from the 7-day mean. This shift in price may have implications for the global oil market.
Brent crude dropped to $91.89/bbl, a -2.2% decline from its 7-day mean of [$93.92/bbl](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude at $91.89/bbl
Brent crude has dropped to $91.89/bbl, down 2.2% from its 7-day mean. This decline may impact the global energy market, with potential effects on fuel prices and economic growth.
Brent crude price dropped to $94.80/bbl, a -2.1% change from its 7-day mean of [$96.84/bbl](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude at $94.80
Brent crude price has dropped to $94.80/bbl. This price change is -2.1% compared to its 7-day mean.
A 7.8 magnitude earthquake struck 26 km SW of Kablalan, Philippines, with a severity of 5, as reported by the USGS on [June 7, 2026](https://earthquake.usgs.gov/earthquakes/eventpage/us7000srb1). · 2 min
7.8 Earthquake Hits Philippines
The Philippines experienced a high-severity earthquake, which may impact refining and LNG infrastructure. The earthquake's proximity to industrial areas raises supply-chain risk concerns.
A significant earthquake with a severity of [4](https://earthquake.usgs.gov/earthquakes/eventpage/us7000srcg) on a 1-5 scale was reported by USGS, occurring 19 km SW of Balangonan, Philippines, on June 8, 2026 · 2 min
M6.5 Earthquake Philippines
The Philippines experienced an M6.5 earthquake, which may amplify supply-chain risk due to its proximity to refining, LNG or chemical infrastructure. This event has a severity rating of 4, as observed by the USGS on June 8, 2026
Brent crude oil price breaks higher, up 3.0% from its 7-day mean of $92.87, according to [Yahoo Finance](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Surges to $95.68
Brent crude oil price has surged to $95.68, a 3.0% increase from its 7-day mean. This price breakout has significant implications for the global energy market.
The FAO Food Price Index has reached a new 23-month high of 130.7, surpassing its previous high of [130.0](https://www.fao.org) · 2 min
FFPI at 130.7
The FAO Food Price Index has hit a 23-month high at 130.7. This increase is driven by various factors, including commodity price fluctuations.
The FAO Food Price Index reached a new 23-month high of 130.7 in April, surpassing the previous high of [130.0](https://www.fao.org/) · 2 min
130.7: FAO Food Price Index
The FAO Food Price Index has reached a 23-month high, driven by wheat prices. Global food prices are now at their highest level since 2021.
Dutch TTF natural gas price breaks higher, up 3.1% from its 7-day mean of 47.80 EUR/MWh, according to [Yahoo Finance](https://finance.yahoo.com/quote/TTF=F) · 2 min
TTF Gas Price Surges to 49.30 EUR/MWh
The Dutch TTF natural gas price has surged to 49.30 EUR/MWh, a 3.1% increase from its 7-day mean. This price movement may have significant implications for the energy market.
The FAO Food Price Index has reached a new 23-month high, surpassing its previous high of 130.0, with the current index standing at 130.7, as reported in the [FAO FFPI monthly](https://example.com/FAO-FFPI-monthly) data · 2 min
FFPI Hits 130.7
The FAO Food Price Index has hit a 23-month high of 130.7. This surge is primarily driven by increases in the price of wheat and other commodities, with the [FFPI](https://example.com/FAO-FFPI-monthly) rising from its previous high of 130.0
Cocoa prices have surged 5.7% from the 7-day mean of $3947.86/MT, reaching $4171.00/MT as of June 2, 2026, according to [Yahoo Finance](https://finance.yahoo.com) · 2 min
Cocoa +5.7% to $4171.00/MT
Cocoa prices have broken out to $4171.00/MT, a 5.7% increase from the 7-day mean. This surge is noteworthy as cocoa is a key ingredient in the global food industry.
The FAO Food Price Index reached a new 23-month high of 130.7, surpassing its [previous high of 130.0](https://www.fao.org) · 2 min
130.7: FAO Food Price Index
The FAO Food Price Index has hit a new 23-month high at 130.7. This increase is significant and warrants attention to its potential impact on global food prices.
Brent crude oil price surged to $97.27 per barrel, a 3.3% increase from its 7-day mean of $94.20, as reported by [Yahoo Finance](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude Hits $97.27
Brent crude oil price breaks higher to $97.27 per barrel. This surge is a significant increase from its recent 7-day mean of $94.20 per barrel.
The FAO Food Price Index reached a new 23-month high, surpassing its previous high of 130.0, according to the [FAO FFPI monthly](https://www.fao.org/) data · 2 min
FFPI Hits 130.7
The FAO Food Price Index has reached a new 23-month high at 130.7. This change in the index is closely watched as it reflects global food price trends.
The FAO Food Price Index reached a new 23-month high, surpassing the previous high of [130.0](https://www.fao.org) · 2 min
FFPI at 130.7
The FAO Food Price Index has hit a 23-month high at 130.7. This increase is driven by various factors, including commodity price fluctuations.
The FAO Food Price Index reached a new 23-month high at 130.7, surpassing the previous high of [130.0](https://www.fao.org/worldfoodsituation/foodpricesindex/en/) · 2 min
130.7: FAO Food Price Index
The FAO Food Price Index has reached a new 23-month high. The index rose to 130.7, driven by increases in global food prices.
The FAO Food Price Index reached a new 23-month high of 130.7, surpassing the previous high of [130.0](https://www.fao.org) · 2 min
FFPI Hits 130.7
The FAO Food Price Index has reached a 23-month high at 130.7. Global food prices have been increasing, with the index rising above the previous high of [130.0](https://www.fao.org)
Brent crude price has dropped to $92.24, a 2.0% decrease from the 7-day mean of $94.13, as reported by [Yahoo Finance](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude Falls to $92.24
Brent crude has dropped to $92.24, down 2.0% from the 7-day mean. This price movement is significant in the context of global energy markets.
The FAO Food Price Index reached a new 15-month high of 130.7, surpassing the previous high of [130.0](https://www.fao.org) as of April 1, 2026 · 2 min
FFPI at 130.7
The FAO Food Price Index has hit a 15-month high. Global food prices are rising, with the index averaging [130.67](https://www.fao.org) in April 2026.
NLD gas storage levels have fallen to 14.4% of working volume, according to GIE AGSI+ as of May 26, [14.4%](https://gie.eu/) of capacity · 2 min
NLD Gas Storage at 14.4%
The Netherlands' gas storage is at a critically low level. Gas storage levels have dropped to 14.4% of working volume.
Dutch TTF natural gas prices have risen to 48.22 EUR/MWh, a 3.9% increase from the 7-day mean of [46.43 EUR/MWh](https://finance.yahoo.com/quote/TTF=F) · 2 min
TTF Gas Breaks 48.22 EUR/MWh
TTF natural gas prices have surged to 48.22 EUR/MWh, exceeding the 7-day mean. This increase may impact energy markets and prices.
The OPEC Reference Basket-Brent spread has reached $14.57/bbl, with ORB at [$108.79](https://www.opec.org/publications/publication/momr) and Brent at [$94.22](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
$14.57 OPEC-Brent Spread
The OPEC Reference Basket-Brent spread has widened to $14.57/bbl. This anomaly is wider than the seasonal norm, with potential implications for the oil market.
The OPEC Reference Basket-Brent spread has reached $12.63/bbl, with the OPEC Reference Basket at [$108.79/bbl](https://www.opec.org) and Brent at [$96.16/bbl](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
$12.63 OPEC-Brent Spread
The OPEC Reference Basket-Brent spread has widened to $12.63/bbl. This is higher than the seasonal norm, with the OPEC Reference Basket at $108.79/bbl and Brent at $96.16/bbl.
The OPEC Reference Basket-Brent spread has widened to $12.49/bbl, with ORB at $108.79/bbl and Brent at $96.30/bbl, as reported by [OPEC MOMR + Yahoo BZ=F](https://www.opec.org/opec_web/en/publications/338.htm) · 2 min
12.49/bbl ORB-Brent Spread
The ORB-Brent spread has reached $12.49/bbl, exceeding the seasonal norm. This disparity is significant, with ORB at $108.79/bbl and Brent at $96.30/bbl.
A significant earthquake with a magnitude of 6.9 was reported by USGS, with a severity of [4](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t04s) on the 1-5 scale · 2 min
6.9Earthquake Hits Chile
Chile was hit by a 6.9 magnitude earthquake, which may pose supply-chain risks due to its proximity to key infrastructure. The event was reported by USGS with a severity of 4, indicating significant impact.
Brent crude dropped to $94.89, a -3.7% decline from its 7-day mean of [$98.51](https://finance.yahoo.com/quote/BZ%3DF) · 2 min
Brent Crude at $94.89
Brent crude price fell to $94.89, a decline of -3.7% from its 7-day mean. This drop may have implications for the global energy market.
The OPEC Reference Basket-Brent spread has widened to $8.58/bbl as of May 25, 2026, with ORB at 108.79 and Brent at 100.21, according to OPEC MOMR and Yahoo data · 2 min
OPEC-ORB Brent Spread Hits $8.58
The OPEC Reference Basket-Brent spread has reached $8.58/bbl, exceeding the seasonal norm. This anomaly may impact oil market dynamics and pricing.
According to GIE AGSI+, Swedish gas storage levels have reached 9.94% of working volume as of May 22, 2026 · 2 min
SWE Gas Storage at 9.9%
Sweden's gas storage levels have dropped to a critically low level, with only 9.9% of working volume available. This poses significant challenges for the country's energy supply
Saudi Arabian crude production decreased to 6.97 mb/d as of March 15, 2026, a 35.9% drop from the prior month's 10.88 mb/d, according to JODI Oil Primary · 2 min
SAU Crude Production Down 35.9% to 6.97 mb/d
Saudi Arabia's crude production has experienced a significant decline, dropping to 6.97 million barrels per day. This decrease has notable implications for the global oil market, as Saudi Arabia is a major oil producer.
The OPEC Reference Basket-Brent spread has reached $8.58/bbl, with ORB at $108.79 and Brent at $100.21, according to OPEC MOMR and Yahoo BZ=F data · 2 min
$8.58/bbl ORB-Brent Spread
The ORB-Brent spread has widened to $8.58/bbl, exceeding seasonal norms. This discrepancy may impact oil market stability and pricing
Sweden's gas storage is at 9.94% of working volume, according to GIE AGSI+ data observed on 2026-05-22 · 2 min
9.9%: SWE Gas Storage
Sweden's gas storage has reached a critically low level of 9.9%. This raises concerns about the country's energy security during peak demand periods.
In comparable units, TTF clears at ~$14.5/MMBtu against Henry Hub $3.02/MMBtu. A 4.8× ratio. The spread is the structural reason every Sabine Pass cargo finds a European buyer. · 7 min
Atlantic gas spread: Henry Hub $3.02 vs TTF €49 — the arbitrage that finances US LNG
TTF €48.68/MWh ≈ $14.5/MMBtu. Henry Hub $3.02/MMBtu. The 4.8× spread covers shipping, liquefaction, regasification — and pays for the US export terminal financing.
Por
K. Lindqvist · 2026-05-24 ·
leer →Our active `hormuz-2026` scenario (severity 4.2) re-modelled against today's data: Brent $100.21, OPEC ORB $108.79, SPR 374.2 Mbbl, EU gas 38%. · 8 min
Hormuz scenario: 5-day disruption absorbs 67% of OPEC spare in 72 hours
Modelling Hormuz disruption: 12 weeks of price-shock baseline, 18 days to baseline if SPR is drawn at IEA-coordinated maximum.
Por
N. Vermeulen · 2026-05-24 ·
leer →Neodymium-praseodymium drives every permanent-magnet motor in EVs, wind turbines, and modern HVAC. Stress score 0.79 — and the bottleneck isn't the ore, it's the separation. · 8 min
NdPr at $92/kg — the rare-earth bottleneck of the energy transition
NdPr at $92/kg. China processes ~85% of global supply. The active scenario rare-earth-squeeze-2026 in our database flags severity 3.5.
Por
M. Cryptaguard · 2026-05-24 ·
leer →Stress score 0.83, second only to antimony. The chocolate industry's input cost has roughly tripled in 24 months. We separate the cyclical from the structural. · 6 min
Cocoa at $3,886/MT — West African production failure is structural, not weather
Cocoa spot $3,886/MT, stress score 0.83. Côte d'Ivoire + Ghana = ~60% of world supply. Both reporting persistent disease pressure.
Por
M. Cryptaguard · 2026-05-24 ·
leer →WASDE 2025/26 projects Russia at 43 MMT and Ukraine at 15.75 MMT of wheat exports. Combined: 58.75 MMT against a world export total of ~210 MMT. · 6 min
Russia + Ukraine account for ~25% of world wheat exports — and both are in the war zone
Concentration of wheat export capacity in two countries at war is the structural risk that doesn't get priced into the FFPI until a corridor closes.
Por
K. Lindqvist · 2026-05-24 ·
leer →JODI primary shows China at 11.8 mb/d in March 2026, 1.8× the second-largest importer (USA at 6.6 mb/d). · 6 min
China imports 11.8 mb/d — the bid that sets the global crude floor
China at 11.8 mb/d, India 4.5 mb/d, Korea 2.5. The Asia bid dominates the export book.
Por
N. Vermeulen · 2026-05-24 ·
leer →Yemen, Palestine, Iran, Haiti, Syria all score above 0.90. The composition of their stress differs; the structural cause does not. · 8 min
The five countries at the top of our stress index — and what they share
Yemen 0.93, Palestine 0.92, Iran 0.91, Haiti 0.90, Syria 0.90 — the top of our 197-country stress index.
Por
N. Vermeulen · 2026-05-24 ·
leer →AGSI+ puts Swedish working-gas inventory at 9.9%, the lowest among the 18 EU storage reporters. Absolute volumes are small, but the marginal signal matters. · 6 min
Sweden gas storage at 9.9% — the Nordic flank is the EU's quiet exposure
Sweden 9.9%, Netherlands 13.3%, Belgium 20.8% — the bottom of the AGSI+ table is concentrated in the Nordic-northwest.
Por
K. Lindqvist · 2026-05-24 ·
leer →Spot has nearly tripled in eighteen months. The flame-retardant + battery-additive mineral has slipped past lithium in the criticality conversation. We map the supply chain. · 7 min
Antimony at $58k a tonne — and almost no one outside Beijing controls supply
Antimony spot at $58,000/t. China controls ~80% of refined output. Export licensing tightened Sep 2024.
Por
M. Cryptaguard · 2026-05-24 ·
leer →A €77/MWh gap between the two highest-correlation grids in Western Europe. We unpack the four drivers. · 5 min
EU day-ahead split widens: Belgium at €137/MWh vs France at €60/MWh
Belgium €137/MWh, Austria €130, Germany/NL €127, France/Spain €60. The interconnection isn't pricing it away.
Por
K. Lindqvist · 2026-05-24 ·
leer →GDELT picked up the wire reports overnight. Russian authorities attribute the fire to a Ukrainian drone attack. We assess what the throughput at risk actually represents. · 5 min
Fire at Novorossiysk fuel terminal — a Russian Black Sea node briefly off-line
GDELT first surfaced the Novorossiysk fuel terminal fire. The site sits in Russia's largest Black Sea export complex.
Por
M. Cryptaguard · 2026-05-24 ·
leer →Down 36% from the February print of 10.88 mb/d. Either the largest single-month voluntary cut since 2023 or a data revision waiting to happen. · 6 min
Saudi crude output drops to 6.97 mb/d in JODI March print
JODI Oil Primary's March 2026 release shows Saudi crude production at 6.97 mb/d, a sharp drop from 10.88 mb/d in February.
Por
N. Vermeulen · 2026-05-24 ·
leer →EIA's weekly status shows the Strategic Petroleum Reserve at 374.2 Mbbl. At a 19.5 Mbbl/d disruption baseline that is ~19.2 days of cover. · 5 min
US SPR at 374.2 Mbbl — 51% of statutory capacity heading into summer
Strategic Petroleum Reserve held at 374.2 Mbbl in the latest EIA weekly print. Statutory cap is 727 Mbbl.
Por
N. Vermeulen · 2026-05-24 ·
leer →+1.6% month-on-month, +5.3% year-to-date. Cereals and oils lead; sugar eases. · 4 min
FAO Food Price Index climbs to 130.7 in April — fifth straight monthly gain
FFPI composite at 130.7 (2014-2016=100). Up 5.3% YTD per FAO's monthly release.
Por
M. Cryptaguard · 2026-05-24 ·
leer →Across 18 EU storage countries the unweighted mean is 37.9% — well below the 60-65% range typically targeted at this point in the calendar. · 5 min
EU gas storage at 37.9% mid-May — refill season starts thin
EU storage fill averages 37.9% across 18 countries per AGSI+. Refill window is shorter than usual.
Por
K. Lindqvist · 2026-05-24 ·
leer →Spot at $100.21/bbl, down -2.31% on the session, while the OPEC Reference Basket sits at $108.79/bbl per the May MOMR. · 4 min
Brent slips back under $100 as OPEC basket holds the line
Brent crude is trading at $100.21/bbl, -2.31% on the day. The OPEC Reference Basket sits at $108.79/bbl.
Por
N. Vermeulen · 2026-05-24 ·
leer →Reportaje · Energía · 14 min
La fina línea azul.
Por qué una capacidad ociosa de la OPEP+ por debajo de cuatro millones de barriles diarios es la métrica a vigilar — y la que nadie sigue públicamente.
Por
N. Vermeulen · 2026-05-15 ·
leer →Datos · Gas · 6 min
El almacenamiento de la UE va adelantado — pero el papel de Noruega se reduce en silencio.
Tercera semana consecutiva por encima de la media quinquenal. Rusia sustituida; Noruega a la baja; la incógnita es el margen del GNL.
Por
K. Lindqvist · 2026-05-13 ·
leer →Escenario · Alimentación · 9 min
Corredor de cereales del mar Negro: tres vías de activación de una interrupción en el T3.
Una interrupción del corredor simulada en wargame: clima, seguros, cinética. Cada vía tiene una firma distinta.
Por
A. Petrov · 2026-05-12 ·
leer →Nota de campo · MENA · 8 min
Lo que tres semanas en la Autoridad del Canal de Suez nos enseñaron sobre la tarificación de los seguros.
Las primas de riesgo de guerra se han movido dos veces este trimestre. Lideran la tarifa de flete, no la siguen.
Por
R. Achour · 2026-05-10 ·
leer →Metodología · v3.2 · 11 min
Cómo calculamos el índice de estrés de los países, y qué cambió en la v3.2.
Cinco entradas, cuatro ponderaciones, un compuesto. Añadimos el margen fiscal y eliminamos un término redundante de balanza comercial.
Por
Editorial · 2026-05-09 ·
leer →Datos · Fertilizantes · 7 min
La urea por encima de 375 dólares la tonelada: la aritmética premonzónica para la agricultura del sur de Asia.
Los estados indios han empezado a acumular existencias; Pakistán no. La elasticidad-precio es asimétrica.
Por
S. Iyer · 2026-05-09 ·
leer →