JKM LNG rises 2.51 percent on the latest settlement
JKM LNG December futures closed at 32.840 dollars per MMBtu on 30 October, up 2.51 percent from 32.035, with the month's low at 25.705 on the same series.
Commodities
Gold, oil, gas and the metals complex — supply, demand and the trades the physical market is telegraphing.
Why Butter Futures Split From the Cash Butter Print
Butter futures stand apart from the CME cash butter print. The USDA survey average, the Friday auction and Class III milk each record a different sale.
Why Flake Graphite Prices Split From Synthetic Anodes
Graphite price is not one number. Flake fines, lump and synthetic electrodes clear on separate contracts, and a battery anode does not weld them into one print.
$5.00 Bull and $3.80 Bear Frame the Manganese Call
Manganese portside ore printed $4.43 per tonne unit, VAT excluded, on 29 October, with a $5.00 bull, a $4.40 base and a $3.80 bear through March 2027.
Did Feeder Cattle Rise 1.475 Cents on a 12% Placement Cut?
Feeder cattle November futures rose 1.475 cents to 350.025 after placements fell 12%, while October feedlot inventory was only slightly below a year earlier.
Does Feed Barley Clear Apart From the Malt Market?
Barley price is set once as feed grain and once as malting barley. The two series diverge on a substitute rally, and that split is the basis a buyer reads.
9.6% coking coal price fall on China's mid-month survey
Coking coal fell 9.6% to 2,232.1 yuan a tonne on China's mid-month circulation survey, while rebar and the Shanxi thermal blend in the same table rose.
Rapeseed price myths break on the Paris seed contract
Rapeseed price on the Paris MATIF is a seed contract, with its own crush and delivery rules. The myths around canola, oil and biodiesel do not match the tape.
Naphtha climbed 2.90 percent alongside crude highs
Naphtha rose 2.90 percent to 942.76 dollars a tonne on 23 October, lagging the same-day crude gain while freight and cracker runs still shaped the complex.
Caustic soda futures fell 3.89% to 1,632 yuan a tonne
Caustic soda futures settled at 1,632 yuan a tonne on 22 October 2026, down 3.89%, while a 32% spot quote held at 627 yuan and styrene futures also rose.
What the Baltic Dry Index Measures Across Ship Classes
The Baltic Dry Index is a 40/30/30 blend of Capesize, Panamax and Supramax hire. The routes inside it, and a week they split, show what the figure measures.
Ethanol Price Prediction: $2.22 Bull Case vs $1.79 Bear
Ethanol price prediction uses Iowa's $2.005 a gallon plant truck average from 16 October 2026, with a $2.22 bull case and a $1.79 bear case by 31 March 2027.
7 Myths Traders Repeat About Class III Milk Futures
Class III milk futures cash-settle to a USDA formula, not a cheese quote. Seven myths on the 3.5% standard, the announcement, and what a USDA report moves.
Lean hogs: national negotiated base fell to $65.94
Lean hogs fell in the cash market on 20 October 2026. USDA put the national negotiated carcass base at $65.94 per cwt, down $3.66 from the day before.
Germanium Price Prediction: 33,000 Yuan Bull vs 24,000 Bear
Germanium price prediction: the SMM China ingot is 28,250 yuan/kg on 20 October 2026. A 33,000 yuan bull case sits above it and a 24,000 yuan bear case below.
Urea fell 42.4% from the second to the third quarter
Urea fell 42.4% from a $693.50 second-quarter average to $399.20 a tonne in the third, on the World Bank pink sheet dated 2 October 2026. September was $407.50.
Cheddar Rises 21.5% to $1.68 in the Week to Friday
Cheddar cheese price rose 21.5% to $1.6825 a pound in the CME cash week to Friday 16 October, while October cheese futures settled at $1.4460, far behind cash.
Soybean Meal Price Prediction: $410 Bull Case vs $310 Bear
Soybean meal settled at $357.10 a short ton on 16 October. USDA holds the season average at $340, with a $410 bull case and a $310 bear into December expiry.
Alumina Price Prediction: $430 Bull Case vs $280 Bear
Alumina price prediction to 31 December 2026: the corrected fob Australia index at $365.94 a tonne, a $430 bull case, a $350 base and a $280 bear case.
Potash Price Prediction: $420 Bull Case vs $290 Bear
September granular potash, CFR Brazil, averaged $367.5 a tonne. The December bull case is $420 and the bear case is $290, with the base at $350.
Tungsten Price Prediction: 550,000 Yuan Bull vs 420,000 Bear
Domestic Chinese APT is 490,000 yuan a tonne on 14 October. The bear case is 420,000 yuan by 31 December, and the bull case is a return to the 550,000 yuan October guide.
Rubber TSR 20 Rises 8.3% in a Month to 264.8 Cents
The rubber price for SICOM TSR 20 November is 264.8 US cents a kilogram, up 8.3% from 244.5 on the 11 September RTAS sheet to the 12 October settlement.
Molybdenum Price Prediction: $86,000 Bull vs $70,000 Bear
Molybdenum roasted concentrate, LME spot, closed September at $78,815 a tonne. The bull case is $86,000 by year-end; the bear case below that spot is $70,000.
EU Carbon Price Rises to €82.32 on the Q3 CBAM Print
EU carbon price rose to €82.32 a tonne for Q3 2026 CBAM certificates, €7.04 or 9.4% above the Q2 print of €75.28, published by the Commission on 5 October.