Hafnium price follows separation more than new mines
Hafnium price follows separation capacity and the quote on the page. Superalloys, wafer gates and import tonnes outrank any fresh zircon mine headline.
Commodities
Gold, oil, gas and the metals complex — supply, demand and the trades the physical market is telegraphing.
Bismuth refined quote rose 5.4% off the autumn low
Bismuth price rose 5.4% on China's refined quote, from 120,000 yuan a tonne on 23 October to 126,500 yuan on 9 November, and still trails the September average.
Indium in China fell 5.7% while Western quotes held
Indium price in China fell 5.7% from 5,250 yuan a kilogram on 12 October to 4,950 yuan on 11 November, while the Western CIF quote held at $895 a kilogram.
Neodymium Price Prediction: $148 Bull Case vs $102 Bear Case
Neodymium metal is $122.05 a kilogram on the 10 November SMM print. I put the base case at $131 by late March, with $148 and $102 as the two outer cases.
Newcastle Coal vs API2: What Actually Sets the Gap
Newcastle coal price versus API2, the same-month futures gap, both settlement indexes, and what the listed curve says about the two thermal coal basins.
Polysilicon Price: How a Solar Metal Actually Gets Quoted
Polysilicon price lines split by unit, grade, VAT and origin. A China yuan index and a non-China dollar print are separate cargos dated to each source.
19% Murban Crude Slide Began Before the Midterm Vote
Murban crude fell 19% to $95.89 between 30 October and 5 November, but its Hormuz-bypass premium over Brent had mostly drained away before the midterm vote.
Robusta vs Arabica on Volatility, Stocks and Hours
Robusta coffee and Arabica do not share a screen, a lot size or a stock story. London hours, certified bags and the Vietnam-Brazil split are what remain.
What Moves the Gallium Price Once Export Rules Bind
Gallium price on this desk is the US customs unit value, read next to China's primary share and the export-licence rules that split metal from wafers.
How Methanol Inventories Set a 3,920 or 3,198 Path
Methanol price prediction from the Zhengzhou January settlement of 3,553 yuan a tonne, with port stocks still falling. Bull case 3,920 yuan, bear case 3,198.
What Moves the Shanghai Steel Rebar Price Each Month
Steel rebar price tracks coking coal, iron ore, mill run-rates, China housing starts and SHFE stocks. Ranked drivers of the Shanghai contract each month.
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.
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.