EklipX Research

🎙️ 𝗘𝗸𝗹𝗶𝗽𝗫 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗣𝗼𝗱𝗰𝗮𝘀𝘁: 𝗛𝗼𝘄 𝘄𝗶𝗹𝗹 𝗧𝗿𝘂𝗺𝗽’𝘀 𝘄𝗲𝗮𝗽𝗼𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗿𝗮𝗱𝗲 𝗶𝗺𝗽𝗮𝗰𝘁 𝗲𝗻𝗲𝗿𝗴𝘆 𝗺𝗮𝗿𝗸𝗲𝘁𝘀? 🛢️ EklipX Research sat down with energy analyst John Kemp for a wide-ranging discussion on 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗼𝗶𝗹 & 𝗴𝗮𝘀 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗶𝗻 𝟮𝟬𝟮𝟱 𝗮𝗻𝗱 𝟮𝟬𝟮𝟲. From 𝘁𝗮𝗿𝗶𝗳𝗳𝘀 𝗮𝗻𝗱 𝘀𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗥𝘂𝘀𝘀𝗶𝗮, 𝗜𝗿𝗮𝗻, 𝘀𝘁𝗼𝗿𝗮𝗴𝗲, 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝘁𝗿𝗲𝗻𝗱𝘀, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗳𝗼𝗿 𝗮 𝗻𝗲𝗴𝗼𝘁𝗶𝗮𝘁𝗲𝗱 𝗲𝗻𝗱 𝘁𝗼 𝘁𝗵𝗲 𝗥𝘂𝘀𝘀𝗶𝗮-𝗨𝗸𝗿𝗮𝗶𝗻𝗲 𝗰𝗼𝗻𝗳𝗹𝗶𝗰𝘁, this deep-dive conversation is packed with actionable insights for market professionals. 🔎 𝗞𝗲𝘆 𝗧𝗼𝗽𝗶𝗰𝘀 𝗖𝗼𝘃𝗲𝗿𝗲𝗱: 💥 𝗧𝗮𝗿𝗶𝗳𝗳𝘀 & 𝗦𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝘀—how geopolitical tensions will shape global supply. 💡 𝗥𝘂𝘀𝘀𝗶𝗮 & 𝗜𝗿𝗮𝗻—energy strategies and their impact on global markets. ⚡ 𝗦𝘁𝗼𝗿𝗮𝗴𝗲, 𝗥𝗲𝗳𝗶𝗹𝗹𝘀 & 𝗗𝗲𝗺𝗮𝗻𝗱 𝗧𝗿𝗲𝗻𝗱𝘀—what to expect in the coming years. 📉 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 & 𝗣𝗿𝗶𝗰𝗲 𝗜𝗺𝗽𝗮𝗰𝘁𝘀—key indicators for traders and investors. 🌱 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝗶𝘁𝘆 𝗣𝗿𝗶𝗰𝗲𝘀 & 𝗛𝘆𝗱𝗿𝗼𝗴𝗲𝗻—where the energy transition is heading. 🕒 50 𝘮𝘪𝘯𝘶𝘵𝘦𝘴 𝘰𝘧 𝘮𝘶𝘴𝘵-𝘭𝘪𝘴𝘵𝘦𝘯 𝘪𝘯𝘴𝘪𝘨𝘩𝘵𝘴 𝘧𝘳𝘰𝘮 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺’𝘴 𝘵𝘰𝘱 𝘢𝘯𝘢𝘭𝘺𝘴𝘵𝘴. 📺 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 𝗻𝗼𝘄! 👉 https://lnkd.in/dcRbbJ_J #EnergyMarkets #Oil #Gas #Podcast #JohnKemp #Geopolitics #Commodities #EklipXResearch

🔥 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗚𝗮𝘀, 𝗟𝗡𝗚 & 𝗖𝗮𝗿𝗯𝗼𝗻: 𝗞𝗲𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗘𝗸𝗹𝗶𝗽𝗫 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 🔥 From Nord Stream rumors to China weaponizing energy trade and EU gas storage shortfalls, this week’s updates bring critical insights into the evolving energy landscape. If you’re tracking energy markets, these reports are essential reading. 📊⚡ 🔹 𝗘𝗻𝗲𝗿𝗴𝘆 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝗲 𝗮𝘁 𝘁𝗵𝗲 𝗙𝗿𝗼𝗻𝘁𝗶𝗲𝗿 – Peter Sainsbury 🏭 Is AI driving up energy demand faster than efficiency gains? 👉 https://lnkd.in/dq4acYAN 🔹 𝗡𝗼𝗿𝗱 𝗦𝘁𝗿𝗲𝗮𝗺 𝗦𝘁𝗿𝗶𝗸𝗲𝘀 𝗕𝗮𝗰𝗸 – Francesco Sassi Could the EU resume Nord Stream gas flows to appease Russia & Ukraine? 👉 https://lnkd.in/dMTVRKXN 🔹 𝗨𝗦 𝗡𝗮𝘁𝘂𝗿𝗮𝗹 𝗚𝗮𝘀: 𝗣𝗿𝗶𝗰𝗲 & 𝗪𝗲𝗮𝘁𝗵𝗲𝗿 𝗕𝗿𝗶𝗲𝗳𝗶𝗻𝗴 – InHedge Milder weather is cooling gas demand, but how stable is supply? 👉 https://lnkd.in/dnPavc83 🔹 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗚𝗮𝘀 𝗦𝘁𝗼𝗿𝗮𝗴𝗲 𝗧𝗮𝗿𝗴𝗲𝘁𝘀 𝗠𝗶𝘀𝘀𝗲𝗱 – 𝘑𝘦𝘯 𝘚𝘢𝘯𝘵𝘰𝘴 Some EU nations failed 2025 storage targets, raising supply concerns. 👉 https://lnkd.in/d2ThpBfG 🔹 𝗟𝗡𝗚 𝗜𝗺𝗽𝗼𝗿𝘁𝘀 𝗶𝗻 𝗘𝘂𝗿𝗼𝗽𝗲 𝗙𝗮𝗹𝗹 𝗦𝗵𝗼𝗿𝘁 – 𝘑𝘦𝘯 𝘚𝘢𝘯𝘵𝘰𝘴 Europe’s LNG imports hit a 3-year low despite supply shortages. 👉 https://lnkd.in/dkKiGP8z 🔹 𝗖𝗵𝗶𝗻𝗮 𝗟𝗡𝗚 𝗪𝗲𝗲𝗸𝗹𝘆 𝗕𝗿𝗶𝗲𝗳 – InHedge China’s LNG imports plunge while domestic production rises. 👉 https://lnkd.in/dqtjmFqe 🔹 𝗚𝗮𝘀 & 𝗟𝗡𝗚 𝗪𝗲𝗲𝗸𝗹𝘆 – 𝘙𝘶𝘣𝘣𝘦𝘳 𝘚𝘵𝘢𝘮𝘱 Trading insights: supply-demand analysis, short-term outlook, CTA levels. 👉 https://lnkd.in/dnRuaEY7 🔹 𝗖𝗵𝗶𝗻𝗮 𝘃𝘀. 𝗨𝗦: 𝗘𝗻𝗲𝗿𝗴𝘆 𝗧𝗿𝗮𝗱𝗲 𝗪𝗮𝗿 𝗕𝗲𝗴𝗶𝗻𝘀 – Francesco Sassi China leverages energy interdependence to challenge Trump’s agenda. 👉 https://lnkd.in/dz48HBQj 🔹 𝗥𝘂𝘀𝘀𝗶𝗮 𝗟𝗡𝗚 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 – Irina Mironova Russia’s LNG output is up, but sanctions are hitting key projects. 👉 https://lnkd.in/dMdk94AH 🚀 Not subscribed yet? Get exclusive, in-depth energy market analysis delivered to your inbox 👉https://lnkd.in/dkxVK2z2 #EnergyMarkets #LNG #NaturalGas #CarbonMarkets #Oil #Commodities #EklipXResearch

🔥 𝗔𝘀𝗶𝗮 𝗟𝗡𝗚 𝗠𝗮𝗿𝗸𝗲𝘁 𝗛𝗼𝗹𝗱𝘀 𝗦𝘁𝗲𝗮𝗱𝘆 𝗔𝗺𝗶𝗱 𝗜𝗺𝗽𝗼𝗿𝘁 𝗗𝗲𝗰𝗹𝗶𝗻𝗲𝘀 & 𝗪𝗮𝗿𝗺𝗲𝗿 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀 🌏 In 𝗔𝘀𝗶𝗮 𝗟𝗡𝗚 𝗪𝗲𝗲𝗸𝗹𝘆 𝗕𝗿𝗶𝗲𝗳, InHedge provides a detailed snapshot of the latest LNG price trends, import flows, and storage levels across Northeast Asia, as the market remains stable despite shifting fundamentals. 🔎 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 📉 𝗡𝗼𝗿𝘁𝗵𝗲𝗮𝘀𝘁 𝗔𝘀𝗶𝗮 𝗟𝗡𝗚 𝗣𝗿𝗶𝗰𝗲𝘀 𝗛𝗼𝗹𝗱 𝗮𝘁 $𝟭𝟰.𝟱𝟬/𝗠𝗠𝗕𝘁𝘂: The JKM Swap price remains stable, reflecting balanced market conditions. 𝗝𝗮𝗽𝗮𝗻’𝘀 𝗟𝗡𝗚 𝗜𝗺𝗽𝗼𝗿𝘁𝘀 𝗗𝗲𝗰𝗹𝗶𝗻𝗲, 𝗦𝘁𝗼𝗿𝗮𝗴𝗲 𝗥𝗶𝘀𝗲𝘀: With storage levels climbing to 3.29 Bcm, Japan’s import demand has weakened. 𝗦𝗼𝘂𝘁𝗵 𝗞𝗼𝗿𝗲𝗮’𝘀 𝗟𝗡𝗚 𝗜𝗺𝗽𝗼𝗿𝘁𝘀 𝗗𝗿𝗼𝗽 𝗦𝗵𝗮𝗿𝗽𝗹𝘆: Imports fell to 153.57 Mcm/d, signaling a slower winter demand cycle. 🌡️ 𝗪𝗮𝗿𝗺𝗲𝗿 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀 𝗘𝗺𝗲𝗿𝗴𝗲, 𝗕𝘂𝘁 𝗛𝗗𝗗𝘀 𝗦𝘁𝗮𝘆 𝗡𝗲𝗮𝗿 𝗦𝗲𝗮𝘀𝗼𝗻𝗮𝗹 𝗡𝗼𝗿𝗺𝘀: Heating Degree Days (HDDs) remain in line with seasonal averages, limiting downside pressure on prices. For LNG traders, energy analysts, and policymakers, this report provides critical insights into the Asian LNG market’s stability and demand trends. 📖 Read the full report here: https://lnkd.in/dzKchX_B 𝗧𝗼 𝗴𝗲𝘁 𝗮 𝗳𝘂𝗹𝗹 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗼𝗳 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗴𝗹𝗼𝗯𝗮𝗹 𝗻𝗲𝘁𝘄𝗼𝗿𝗸, 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 👉 https://lnkd.in/db4Shxrw #LNG #NaturalGas #AsiaMarkets #JKM #EnergyTrading #Japan #SouthKorea #GlobalCommodities #EklipXResearch

🌍 𝗔𝘇𝗲𝗿𝗯𝗮𝗶𝗷𝗮𝗻’𝘀 𝗚𝗮𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗶𝗻 𝗜𝘀𝗿𝗮𝗲𝗹 𝗙𝗮𝗰𝗲𝘀 𝗥𝗶𝘀𝗶𝗻𝗴 𝗣𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗥𝗶𝘀𝗸 🔥 In 𝘼𝙯𝙚𝙧𝙗𝙖𝙞𝙟𝙖𝙣 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙞𝙣 𝙄𝙨𝙧𝙖𝙚𝙡𝙞 𝙊𝙛𝙛𝙨𝙝𝙤𝙧𝙚 𝙂𝙖𝙨 𝙍𝙚𝙨𝙚𝙧𝙫𝙚𝙨 𝘽𝙖𝙘𝙠𝙛𝙞𝙧𝙚𝙨, Francesco Sassi explores how Azerbaijan’s state-owned SOCAR secured a 10% stake in Israel’s Tamar gas field, leveraging the Israel-Hamas ceasefire. But the geopolitical landscape has shifted quickly, as Trump’s recent Gaza plan announcement adds fresh uncertainty to the region. 🔎 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗦𝗢𝗖𝗔𝗥 𝗔𝗰𝗾𝘂𝗶𝗿𝗲𝘀 𝟭𝟬% 𝗦𝘁𝗮𝗸𝗲 𝗶𝗻 𝗧𝗮𝗺𝗮𝗿: The deal, meant to strengthen Azerbaijan-Israel energy ties, now faces potential instability. 🔥 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗙𝗮𝗹𝗹𝗼𝘂𝘁: Trump’s "unacceptable" plan to rebuild Gaza—seen as a move to displace millions of Palestinians—adds to the risk of regional backlash. ⚡ 𝗘𝗻𝗲𝗿𝗴𝘆 & 𝗣𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝗖𝗼𝗹𝗹𝗶𝗱𝗲: With tensions rising, could this investment face diplomatic or financial consequences in the near future? For energy investors, geopolitical analysts, and market watchers, this report offers crucial insights into the intersection of natural gas investments and geopolitical risk. 📖 Read the full report here: https://lnkd.in/dWvejcPH 𝗧𝗼 𝗴𝗲𝘁 𝗮 𝗳𝘂𝗹𝗹 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗼𝗳 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗴𝗹𝗼𝗯𝗮𝗹 𝗻𝗲𝘁𝘄𝗼𝗿𝗸, 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 👉 https://lnkd.in/db4Shxrw #EnergyMarkets #Geopolitics #NaturalGas #Israel #Azerbaijan #TamarField #InvestmentRisk #EklipXResearch

🚀 𝗦𝘁𝗮𝘆 𝗔𝗵𝗲𝗮𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝘄𝗶𝘁𝗵 𝗘𝗸𝗹𝗶𝗽𝗫 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 🌍 This week at EklipX Research, we’ve covered the biggest market-moving events shaping commodities, energy, and macro trends. From China’s energy trade war to US natural gas inventories tightening and Ivory Coast’s booming cocoa exports, our expert analysis helps traders, investors, and industry professionals make informed decisions. 🔎 𝗞𝗲𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸: 🔥 𝗘𝗻𝗲𝗿𝗴𝘆 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: China weaponizes energy interdependence with the US—what does this mean for global LNG and coal flows? Russia’s LNG output rises, but export disruptions continue—how will this impact gas pricing? 🌾 𝗔𝗴𝗿𝗶𝗰𝘂𝗹𝘁𝘂𝗿𝗲 & 𝗦𝗼𝗳𝘁𝘀: Ivory Coast’s cocoa exports surge (+6.81% YoY), with major gains in derivatives like butter (+18.26%) and powder (+22.16%). Wheat markets react to short-covering and geopolitical shifts—US pushes for a Black Sea truce. ⚙️ 𝗕𝗮𝘀𝗲 & 𝗣𝗿𝗲𝗰𝗶𝗼𝘂𝘀 𝗠𝗲𝘁𝗮𝗹𝘀: China imposes new tariffs—metals markets diverge as rare earth export controls tighten. US job openings drop, adding downward pressure on the dollar—what’s the metals market response? 💡 𝗪𝗵𝘆 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗘𝗸𝗹𝗶𝗽𝗫 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵? ✅ Market-leading insights across commodities, energy, and geopolitics. ✅ Data-backed analysis from top analysts worldwide. ✅ Actionable intelligence for traders, investors, and decision-makers. 🔗 Sign up today and stay ahead of global markets! https://lnkd.in/dkxVK2z2 #Commodities #Trading #MarketIntelligence #EnergyMarkets #LNG #Metals #Agriculture #EklipXResearch

🍫 𝗖ô𝘁𝗲 𝗱’𝗜𝘃𝗼𝗶𝗿𝗲’𝘀 𝗖𝗼𝗰𝗼𝗮 𝗘𝘅𝗽𝗼𝗿𝘁𝘀 𝗦𝘂𝗿𝗴𝗲: 𝗦𝘁𝗿𝗼𝗻𝗴 𝗦𝘁𝗮𝗿𝘁 𝘁𝗼 𝟮𝟬𝟮𝟱 🌍 In 𝙀𝙭𝙥𝙤𝙧𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙍𝙞𝙨𝙚 𝙗𝙮 𝙀𝙣𝙙 𝙤𝙛 𝙅𝙖𝙣𝙪𝙖𝙧𝙮 2025, Ousmane Attai Ouedraogo explores how Côte d’Ivoire, the world’s largest cocoa exporter, has started the year with robust export growth, defying market uncertainties and strengthening its global trade position. 🔎 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 📈 𝗖𝗼𝗰𝗼𝗮 𝗘𝘅𝗽𝗼𝗿𝘁𝘀 𝗨𝗽 𝟲.𝟴𝟭% 𝗬𝗼𝗬: Raw bean shipments reached 182,920 tons, marking a strong start to 2025. 🫘 𝗖𝗼𝗰𝗼𝗮 𝗗𝗲𝗿𝗶𝘃𝗮𝘁𝗶𝘃𝗲𝘀 𝗦𝗲𝗲 𝗜𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝘃𝗲 𝗚𝗮𝗶𝗻𝘀: Cocoa shells up +17.66% Cocoa butter up +18.26% Cocoa powder up +22.16% Other cocoa derivatives up +38.38% 🌍 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗺𝗽𝗮𝗰𝘁: As demand for cocoa and its byproducts rises, what does this mean for pricing trends and supply chains? For agri-commodity traders, cocoa processors, and market analysts, this report provides actionable insights into the cocoa export landscape and its global trade implications. 📖 Read the full report here: https://lnkd.in/d2HizMTc 🤔 𝗡𝗼𝘁 𝗮 𝗠𝗲𝗺𝗯𝗲𝗿 𝘆𝗲𝘁? Stay updated with the latest insights from EklipX Research. 👀 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗙𝗥𝗘𝗘 𝘁𝗼𝗱𝗮𝘆👉 https://lnkd.in/ekJZj7nV #CocoaMarkets #AgriCommodities #IvoryCoast #Chocolate #GlobalTrade #CommodityTrading #EklipXResearch

🔥 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗼𝗻 𝗮 𝗪𝗶𝗹𝗱 𝗥𝗶𝗱𝗲: 𝗞𝗲𝘆 𝗧𝗿𝗲𝗻𝗱𝘀 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝘃𝗲𝗿𝘀 🌎 In this week's 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 𝗛𝗢𝗧 𝗧𝗔𝗞𝗘, Susan Stroud of 𝗡𝗼 𝗕𝘂𝗹𝗹 breaks down the biggest stories shaping commodity markets—from currency surges to weather-driven price swings. If you trade or follow commodities, this is the update you need. 🔎 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 💰 𝗕𝗿𝗮𝘇𝗶𝗹’𝘀 𝗖𝘂𝗿𝗿𝗲𝗻𝗰𝘆 𝗦𝘂𝗿𝗴𝗲 & 𝗥𝗶𝘀𝗶𝗻𝗴 𝗦𝗼𝘆𝗯𝗲𝗮𝗻 𝗣𝗿𝗶𝗰𝗲𝘀: What’s fueling the rally, and how is it affecting global grain markets? 🌦️ 𝗔𝗿𝗴𝗲𝗻𝘁𝗶𝗻𝗮’𝘀 𝗪𝗲𝗮𝘁𝗵𝗲𝗿 & 𝗖𝗿𝗼𝗽 𝗜𝗺𝗽𝗮𝗰𝘁: Heat, drought, and rain patterns are shaking up supply expectations—who wins, who loses? 🥚 𝗘𝗴𝗴 𝗣𝗿𝗶𝗰𝗲 𝗖𝗿𝗶𝘀𝗶𝘀: What’s behind the surge, and how will it impact food inflation? 📊 𝗙𝘂𝗻𝗱 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 & 𝗟𝗼𝗰𝗮𝗹 𝗚𝗿𝗮𝗶𝗻 𝗗𝗲𝗺𝗮𝗻𝗱 𝗦𝗵𝗶𝗳𝘁𝘀: Insights into who’s buying, who’s selling, and what’s next for commodity markets. 📅 𝗨𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗘𝘃𝗲𝗻𝘁𝘀 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲𝘀: Stay ahead of the key data releases and policy decisions that could move the markets next. For commodity traders, agri-market analysts, and investors, this action-packed briefing provides the insights you need to navigate volatility. 📖 Read the full report here: https://lnkd.in/dx5ivUTz 𝗧𝗼 𝗴𝗲𝘁 𝗮 𝗳𝘂𝗹𝗹 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗼𝗳 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗴𝗹𝗼𝗯𝗮𝗹 𝗻𝗲𝘁𝘄𝗼𝗿𝗸, 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 👉 https://lnkd.in/db4Shxrw #CommodityMarkets #Grains #Soybeans #Agriculture #Currencies #MarketTrends #Trading #EklipXResearch

𝗥𝘂𝘀𝘀𝗶𝗮’𝘀 𝗟𝗡𝗚 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: 𝗥𝗶𝘀𝗶𝗻𝗴 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻, 𝗘𝘅𝗽𝗼𝗿𝘁 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 & 𝗙𝘂𝘁𝘂𝗿𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 🔥 In this week's 𝗥𝘂𝘀𝘀𝗶𝗮 𝗟𝗡𝗚 𝗠𝗼𝗻𝗶𝘁𝗼𝗿, Irina Mironova examines the latest Rosstat data, showing a rise in natural gas and LNG output in 2024, alongside challenges in exports and strategic shifts shaping the sector’s future. 🔎 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 📈 𝗡𝗮𝘁𝘂𝗿𝗮𝗹 𝗚𝗮𝘀 & 𝗟𝗡𝗚 𝗢𝘂𝘁𝗽𝘂𝘁 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗲𝗱: Russia’s gas production continues to expand despite geopolitical pressures. 🚢 𝗦𝗮𝗸𝗵𝗮𝗹𝗶𝗻 𝟮 𝗘𝘅𝗽𝗼𝗿𝘁𝘀 𝗗𝗲𝗰𝗹𝗶𝗻𝗲: A drop in LNG shipments—potentially due to lower demand from Japan—raises new questions about export diversification. ⚠️ 𝗣𝗼𝗿𝘁𝗼𝘃𝗮𝘆𝗮 𝗟𝗡𝗚 𝗖𝗼𝗺𝗽𝗹𝗲𝘅 𝗥𝗲𝗺𝗮𝗶𝗻𝘀 𝗜𝗱𝗹𝗲: US sanctions continue to impact Russian LNG infrastructure, keeping the Portovaya project offline. 📅 𝗥𝘂𝘀𝘀𝗶𝗮’𝘀 𝗘𝗻𝗲𝗿𝗴𝘆 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝟮𝟬𝟱𝟬 𝗡𝗲𝗮𝗿𝘀 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗶𝗼𝗻: The long-term roadmap for Russia’s energy sector is expected to be finalized in Q1-2025—what could this mean for global markets? For LNG traders, energy analysts, and policymakers, this report delivers critical insights into Russia’s evolving energy landscape. 📖 Read the full report here: https://lnkd.in/dMdk94AH 𝗧𝗼 𝗴𝗲𝘁 𝗮 𝗳𝘂𝗹𝗹 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗼𝗳 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗴𝗹𝗼𝗯𝗮𝗹 𝗻𝗲𝘁𝘄𝗼𝗿𝗸, 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 👉 https://lnkd.in/db4Shxrw #LNG #NaturalGas #Russia #EnergyMarkets #Geopolitics #Sanctions #Japan #GlobalTrade #EklipXResearch

🌏 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗚𝗿𝗼𝘄𝘁𝗵 𝗦𝘁𝗼𝗿𝘆: 𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝗗𝗮𝘁𝗮 𝗥𝗲𝗮𝗹𝗹𝘆 𝗧𝗲𝗹𝗹𝘀 𝗨𝘀 📊 In 𝘊𝘩𝘪𝘯𝘢'𝘴 𝘎𝘳𝘰𝘸𝘵𝘩 𝘚𝘵𝘰𝘳𝘺: 𝘉𝘦𝘺𝘰𝘯𝘥 𝘵𝘩𝘦 𝘕𝘰𝘪𝘴𝘦, 𝘏𝘦𝘳𝘦'𝘴 𝘞𝘩𝘢𝘵 𝘵𝘩𝘦 𝘋𝘢𝘵𝘢 𝘈𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘚𝘩𝘰𝘸𝘴, Syed Muhammad Osama Rizvi challenges the dominant Western narrative of stagnation and structural decline, arguing that the real economic data presents a different picture. 🔎 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 📉 𝗪𝗲𝘀𝘁𝗲𝗿𝗻 𝗠𝗲𝗱𝗶𝗮 𝗡𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲: Reports often depict China’s economy as slowing, weighed down by structural challenges and weak demand. 📊 𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝗗𝗮𝘁𝗮 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗦𝗵𝗼𝘄𝘀: A closer look at growth indicators, trade flows, and industrial activity suggests a more resilient economy than headlines suggest. 🌍 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗥𝗼𝗹𝗲 𝗶𝗻 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: As the world’s second-largest economy, understanding China’s real economic trajectory is essential for investors, policymakers, and commodity traders. For traders, analysts, and investors, this report offers data-driven insights into China’s economic resilience, beyond the media noise. 📖 Read the full report here: https://lnkd.in/dC9Ca_8x 🤔 𝗡𝗼𝘁 𝗮 𝗠𝗲𝗺𝗯𝗲𝗿 𝘆𝗲𝘁? Stay updated with the latest insights from EklipX Research. 👀 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗙𝗥𝗘𝗘 𝘁𝗼𝗱𝗮𝘆👉 https://lnkd.in/ekJZj7nV #China #GlobalMarkets #Economy #Trade #Investing #Macroeconomics #Commodities #EklipXResearch

🌾 𝗪𝗵𝗲𝗮𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗮𝗹𝗹𝗶𝗲𝘀 𝗼𝗻 𝗦𝗵𝗼𝗿𝘁-𝗖𝗼𝘃𝗲𝗿𝗶𝗻𝗴, 𝗯𝘂𝘁 𝗥𝗲𝘃𝗲𝗿𝘀𝗲𝘀—𝗨𝗦 𝗣𝘂𝘀𝗵𝗲𝘀 𝗕𝗹𝗮𝗰𝗸 𝗦𝗲𝗮 𝗧𝗿𝘂𝗰𝗲 🌍 In 𝘞𝘩𝘦𝘢𝘵 𝘏𝘪𝘨𝘩𝘦𝘳 𝘰𝘯 𝘚𝘩𝘰𝘳𝘵-𝘊𝘰𝘷𝘦𝘳𝘪𝘯𝘨; 𝘜𝘚 𝘗𝘶𝘴𝘩𝘦𝘴 𝘉𝘭𝘢𝘤𝘬 𝘚𝘦𝘢 𝘛𝘳𝘶𝘤𝘦, SovEcon unpacks the latest price movements in the wheat market, where short-covering fueled gains before a reversal on February 5. Meanwhile, US diplomacy is pushing for a Black Sea truce, adding a geopolitical layer to market uncertainty. 🔎 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 📈 𝗪𝗵𝗲𝗮𝘁 𝗣𝗿𝗶𝗰𝗲𝘀 𝗦𝘂𝗿𝗴𝗲 𝗕𝗲𝗳𝗼𝗿𝗲 𝗣𝘂𝗹𝗹𝗯𝗮𝗰𝗸: ZWH gained 13 cents (+2.3%) since Friday. ZCH rose 11 cents (+2.3%). March Matif wheat fell €1 (-0.4%). ⚖️ 𝗦𝗵𝗼𝗿𝘁-𝗖𝗼𝘃𝗲𝗿𝗶𝗻𝗴 𝗙𝘂𝗲𝗹𝘀 𝘁𝗵𝗲 𝗥𝗮𝗹𝗹𝘆: Traders adjusting positions triggered an early-week rise, but gains were later pared back. 𝗨𝗦 𝗣𝘂𝘀𝗵𝗲𝘀 𝗳𝗼𝗿 𝗕𝗹𝗮𝗰𝗸 𝗦𝗲𝗮 𝗧𝗿𝘂𝗰𝗲: Amid geopolitical tensions, Washington is working toward stabilizing trade routes—what could this mean for global wheat flows? For grain traders, market analysts, and agri-commodity professionals, this report provides a detailed breakdown of the price action and geopolitical risks shaping wheat markets. 📖 Read the full report here: https://lnkd.in/dnHQkeik 𝗧𝗼 𝗴𝗲𝘁 𝗮 𝗳𝘂𝗹𝗹 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗼𝗳 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗴𝗹𝗼𝗯𝗮𝗹 𝗻𝗲𝘁𝘄𝗼𝗿𝗸, 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 👉 https://lnkd.in/db4Shxrw #WheatMarkets #AgriCommodities #Commodities #BlackSea #USDiplomacy #Trading #EklipXResearch