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Commodities

  • Tuesday, 10 March, 2026
    Oil
    FT Alphaville. Pandemic oil traders are the GOATs

    Relatively speaking

    2 hours ago
    Image
  • Tuesday, 10 March, 2026
    Oil & Gas industry
    There is no return to normal on oil any time soon

    Even if the Iran war ends quickly, governments will need to prioritise security of supply

    Amrita Sen
    2 hours ago
    Aerial view of the Port of Bandar Abbas on Iran's southern coast
  • Tuesday, 10 March, 2026
    Capital markets
    Citadel and ExodusPoint stung by Iran war turmoil

    Multi-manager hedge funds have suffered losses amid huge volatility in oil and bond prices

    3 hours ago
    Thick smoke billows from the Bapco Oil Refinery after a strike, with large storage tanks visible in the foreground.
  • Tuesday, 10 March, 2026
    US foreign policy
    America has become an agent of chaos in world energy markets

    A succession of US foreign policy choices has destabilised the oil industry

    Emma Ashford
    3 hours ago
    A US flag in the foreground with the CHIOS crude oil tanker anchored offshore near Chevron's El Segundo Refinery.
  • Tuesday, 10 March, 2026
    Global Economy
    Ask an Expert. Will the Iran war derail the global economy? Submit your questions

    Take part in a live Q&A with economics leader writer Tej Parikh and European economics commentator Martin Sandbu on Wednesday March 11 at 12pm GMT

    Image
  • Tuesday, 10 March, 2026
    Oil
    Inside one of the wildest days the oil market has ever seen

    How one London trading floor coped with a record swing in prices

    Composite showing, from top left clockwise: smoke and flames rising from an airstrike on an oil depot in Tehran, aerial view of oil depots in Kuwait, and a petrol pump attendant refueling a vehicle in New Delhi. A jagged line graph overlays the images, suggesting oil price volatility.
  • Tuesday, 10 March, 2026
    Rare earths
    Japan locks in rare earths supply in deal with Australian miner Lynas

    Contract’s price guarantee reflects growing push by countries outside China to safeguard flows of key materials

    A Lynas Rare Earths processing plant with large containment structures and industrial buildings in a red, arid landscape.
  • Tuesday, 10 March, 2026
    Chris Giles on Central Banks
    The impact of the new energy crisis

    As yet another supply shock hits, central banks will hope its duration is short

    Premium content
    Fuel prices for three grades are displayed on a gas pump: $3.099 for 87 octane, $3.799 for 89 octane, and $4.099 for 93 octane.
  • Tuesday, 10 March, 2026
    Energy Source
    How Shell’s clean energy bet in Brazil fell into crisis

    A joint venture between the UK oil major and a Brazilian biofuels producer is saddled with $11bn in debt

    Premium content
    A Shell V-Power fuel truck parked in front of large storage tanks labeled with the Raizen logo at a distribution center.
  • Tuesday, 10 March, 2026
    Oil & Gas industry
    ExxonMobil joins corporate migration to Texas amid investor activism battle

    Oil supermajor expects to benefit from more ‘reasonable, productive decisions’ in Lone Star state

    ExxonMobil Spring campus exterior with modern glass buildings and trees in the foreground under a cloudy sky.
  • Tuesday, 10 March, 2026
    Oil
    Saudi Aramco warns of ‘catastrophic consequences’ if Iran war drags on

    Oil producer is racing to restore 70% of normal shipments, chief executive says

    Amin Nasser speaks on stage, gesturing with both hands, wearing a suit and tie against a red background.
  • Tuesday, 10 March, 2026
    Markets
    Unhedged. The thing that everyone expected to happen has happened

    Trump wants the war to be over

    ImageRobert Armstrong
    Premium content
    Donald Trump speaks into a microphone during a news conference, with part of a U.S. flag visible in the background.
  • Tuesday, 10 March, 2026
    Europe Express
    Europe considers tapping oil reserves as G7 seeks to smother energy crisis

    Also in this newsletter: Ukraine’s pipeline stand-off leaves Brussels deeply frustrated

    Premium content
    Valdis Dombrovskis speaks to the media, with blurred European flags visible in the background.
  • Tuesday, 10 March, 2026
    Japanese politics & policy
    Oil price surge puts Takaichi’s honeymoon at risk

    Reliance on energy imports exposes Japan to volatility and could delay interest rate rises

    Japan’s Prime Minister Sanae Takaichi speaks during a press conference at the LDP headquarters in Tokyo in February
  • Tuesday, 10 March, 2026
    Oil
    Can the G7 release enough oil to calm the market?

    Analysts are sceptical that releasing strategic reserves would solve the problems in the Gulf

    A drop of petrol falls from the nozzle of a yellow fuel pump held by a person at a petrol station.
  • Tuesday, 10 March, 2026
    UK energy
    Lex. What the UK should learn from this energy crisis

    There is little doubt that the windfall tax has hit investment in the North Sea

    Premium content
    Two large oil rigs with red supports and cranes are stacked in the Cromarty Firth, awaiting decommissioning
  • Tuesday, 10 March, 2026
    Middle East war
    Oil swings as traders parse mixed messages on Strait of Hormuz

    White House says US energy secretary’s claim that navy escorted tanker through key waterway was wrong

    Live
    Image
  • Tuesday, 10 March, 2026
    Middle East war
    Europe and Asia battle for LNG as Iran war chokes supply

    Ship tracking data shows gas carriers switch course as prices rise

    A port worker helps tie up an LNG tanker at a terminal in South Korea.
  • Tuesday, 10 March, 2026
    FT News Briefing podcast11 min listen
    The US is leaving an Iranian island untouched

    How US deals with the crucial export hub of Kharg Island could shed light on its longer-term strategy towards Iran

    Image
  • Tuesday, 10 March, 2026
    Indian business & finance
    Trump’s Russian oil waiver offers little relief for India

    US permission to buy ‘on-water’ crude leaves Indian refiners still facing Middle East supply shock

    Two people on a motorcycle pass in front of a Bharat Petroleum truck and trailer in front of an oil refinery storage tank.
  • Tuesday, 10 March, 2026
    Middle East war
    Trump says Iran war will end ‘very soon’

    Oil tumbles as president seeks to calm market but gives conflicting signals on plans to end conflict

    Donald Trump waves while boarding Air Force One, with the presidential seal visible on the aircraft door.
  • Tuesday, 10 March, 2026
    Copper
    Mongolia presses Rio Tinto to rewrite ‘unfair’ terms of $18bn Oyu Tolgoi mine

    Talks over copper project would be latest renegotiation as global sector grapples with wave of resource nationalism

    A wide view of the open pit at the Oyu Tolgoi copper-gold mine, with terraced walls and mining vehicles on winding roads.
  • Monday, 9 March, 2026
    Oil
    G7 ‘stands ready’ to release emergency oil reserves

    Finance ministers pledge ‘necessary measures’ to tackle surging crude prices with deal expected as soon as Tuesday

    Flames and thick black smoke rise from an oil storage facility in Tehran at night, with city buildings in the foreground
  • Monday, 9 March, 2026
    Rare earths
    Lex. Japan’s playbook on raw materials security is worth taking global

    The country has been ahead of others in heeding the danger of China’s stranglehold on critical minerals

    Premium content
    Close-up of metallic gallium crystals with angular, geometric shapes and a silvery-gray surface.
  • Monday, 9 March, 2026
    Global Economy
    The FT View. The déjà vu of Europe’s energy shock

    The UK and EU must raise their game on power security

    The editorial board
    The Lalla Fatma N'Soumer LNG tanker docked at the Grain LNG terminal, with large spherical tanks visible on the ship.
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Most Read

  1. Unhedged. The thing that everyone expected to happen has happened
    ImageRobert Armstrong
    Premium content
  2. Saudi Aramco warns of ‘catastrophic consequences’ if Iran war drags on
  3. Trump says Iran war will end ‘very soon’
  4. Kharg Island: Iran’s oil lifeline that Trump has left untouched
  5. Inside one of the wildest days the oil market has ever seen

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