Cocoa rose in New York, cutting another large weekly slump driven by too much supply as traders held off purchases and beans piled up in West African warehouses https://t.co/FdLQngHrZV ...

Iron ore retreated for a third day as increasing Chinese stockpiles and higher-than-expected output from Brazilian miner Vale added to concerns about oversupply https://t.co/q17rs6ges9 ...

I think oil right now and just the rest of the commodity complex is really dominated by three themes geopolitics, trade and technology. And certainly right now, geopolitics are a main the main driving force pushing oil close to the high end of of this year's range. But we still expect, of course, if we have kind of a either a peace deal with with Iran or maybe just just kind of a limited just a limited skirmish like we had back in June for prices to revert back to around $60 a barrel on Brent.The market is ...

Market Trends - The main trend in the market remains upward, but momentum appears to be shifting, with a secondary lower top at $65.53 and trading below the uptrend line at $63.21 [1] - Resistance levels are identified at $65.53 and $66.49, while a break below the trend line could lead to a sharp decline towards support around the 200-day moving average at $60.70 and the 50% level at $60.66 [1] - WTI is projected to close the week down by 3.2% [1] Geopolitical Factors - Investors are closely monitoring U.S.-Iran talks, which are currently lacking consensus, as Iran focuses on nuclear issues while the U.S. includes ballistic missiles and Iran's regional support [2] - Any escalation in tensions between the U.S. and Iran could disrupt oil flows through the Strait of Hormuz, a critical passage for approximately 20% of the world's oil [3] Price Forecasts - If U.S.-Iran talks yield positive outcomes, oil prices may decline further, with Capital Economics predicting prices could drop to $50 per barrel by the end of 2026 due to weak fundamentals and increased production from Kazakhstan [4] Supply Dynamics - The recent price decline is attributed not only to geopolitical issues but also to broader market selloffs and expectations of an oversupplied market [5] - Saudi Arabia has reduced its official selling price for Arab Light crude to Asia to a five-year low, marking the fourth consecutive month of price cuts [5]

Global container liners are bracing for lower profits in 2026 as the potential reopening of the Red Sea shipping route weighs on freight rates, exacerbating oversupply issues and aggravating trade pains https://t.co/uy0S1Ztj38 ...

In this weekly documentary, Bloomberg Originals explores how the world got to this strange place of oversupply and what it means for the global economy https://t.co/qO44EVNzhh ...

Core Insights - GE Vernova Inc. (NYSE:GEV) is recognized as a leading AI energy stock, with a strong potential for investment [1] - Analyst sentiment is mixed, with some expressing optimism while others raise concerns about oversupply [2][3] Analyst Sentiment - Jefferies has identified GE Vernova as a clear winner, particularly in light of a proposed emergency auction by PJM Interconnection aimed at enhancing electricity affordability and reliability [2] - Citi has increased its price target for GE Vernova from $658 to $708 but maintains a 'Neutral' rating, while Robert W. Baird has downgraded the stock to 'Neutral' with a price target of $649, citing oversupply concerns [3] Company Growth Drivers - At its Investor Day, GE Vernova highlighted that AI-driven demand is just one of several growth drivers, with a robust backlog expected to reach $200 billion by 2028 [4] - The company focuses on designing, manufacturing, and servicing power, wind, and electrification technologies, providing flexible, efficient, and low-carbon electricity solutions globally [4]

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Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in the context of investments in complex instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website includes information about cryptocurrencies, CFDs, and other financial instruments, highlighting their complexity and associated high risks [1]. - Users are encouraged to conduct their own research and fully understand the workings and risks of any financial instruments before investing [1].

Core Viewpoint - Oil futures began the year on a downward trend due to concerns about oversupply, which are somewhat mitigated by geopolitical risks [1] Group 1 - Oil futures are lower at the start of the year [1] - Concerns about oversupply are impacting oil prices [1] - Geopolitical risks are partially containing the oversupply concerns [1]