Supply shocks
Production cuts, disruptions, inventories and harvests across energy, metals and agriculture.
Brent at $102.31: a Hormuz risk premium meets a seasonally weak window
OPEC+ held output steady and the Brent-WTI spread widened above $11. Autumn refinery maintenance usually softens crude demand.
Natural gas enters one of its strongest seasonal months with LNG flows disrupted
October has been one of Henry Hub's strongest months in our data. Storage builds are running below average and Qatar extended force majeure into winter.
Gold holds its ground despite yields at multi-decade highs
Real yields would normally weigh on gold. Central-bank buying is one reason the pullback has stayed contained.
Sugar surges, cocoa enters its weakest month, coffee jumps on Brazil rain
Three soft commodities with very different October records and very different supply stories.
Get alerts on supply shocks
Free during launch. Pick your markets and topics; we email when something relevant happens, with sources and history attached.
Build a free watchlistNot investment advice. Market Seasonality publishes historical statistics, news summaries and scenario analysis for information and education. Past patterns do not guarantee future results. Nothing here is a recommendation to buy, sell or hold any asset, and scenarios describe possible paths without predicting them. See the disclaimer and methodology.