# Commodities Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Commodities", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

eToro to Acquire TradeZero Amid 30% Drop in Cryptocurrency Revenue

Trading platform eToro plans to acquire US-based online broker TradeZero as part of its US expansion. This announcement came alongside eToro's Q2 2026 report, which revealed a 30% year-over-year decline in revenue from cryptoassets, falling to $1.34 billion. Overall quarterly revenue was $1.59 billion. Despite the crypto revenue drop, the platform reported a total net profit of $53.4 million, with stock and commodities trading contributing $141 million in net profit. The company is working to become a multi-asset platform, having also announced plans in April to acquire non-custodial wallet provider Zengo. The number of cryptocurrency trades on eToro plummeted 73% in July compared to the previous year, with invested funds down 50%. Separately, TradeZero reported approximately $80 million in revenue over the past 12 months with an 81% gross margin. eToro expects the acquisition to be accretive to adjusted earnings per share in the first year, with closing anticipated in the first half of 2026. Following the news, eToro's Nasdaq-listed shares fell over 5% in premarket trading.

cryptonews.ru08/11 13:16

eToro to Acquire TradeZero Amid 30% Drop in Cryptocurrency Revenue

cryptonews.ru08/11 13:16

Indices Strong, Natural Gas Soars | TradeXYZ Weekend Market Watch

Weekend Market Observations: Indices Show Strength, Natural Gas Surges Key regional developments centered on Iran. Iran and Oman indicated negotiations over reopening a key shipping channel are nearing completion, with Oman calling for a halt to military actions to facilitate an agreement. However, talks are stalled as Iran has raised its demands, linking Strait reopening to conditions like US sanctions relief, troop withdrawal, and war reparations—terms previously associated with nuclear talks. Iran's Revolutionary Guard stated it will maintain control until all demands are met. In response, the US administration has adopted a lower-key approach, describing a state of "semi-negotiations" while observing Iran's economic pressures. Amid this, reported attacks on a Saudi refinery and an Emirati vessel added to regional tensions. **Crude Oil & Indices:** Crude oil (CL) experienced volatility, initially dipping on comments from Iran's president before recovering. Prices later rose toward $79 after the US signaled a shift toward economic pressure over military escalation. Major equity indices (SP500, XYZ100) posted modest gains (0.13%, 0.22% respectively), demonstrating resilience despite rising oil prices. **Individual Stocks:** The market saw mixed sector performance. Memory stocks were divided (Micron up, SK Hynix down). The optical communications sector was strongest, with MRVL and LITE both gaining around 2.4%. Crypto-related stocks rebounded in pre-market trading after an early dip, closing higher. **Commodity Futures:** Precious and industrial metals (gold, silver, copper) advanced over the weekend, with futures showing V-shaped recoveries. The standout performer was natural gas, surging 3.10% at the open. The primary driver is a forecast for sustained hotter weather into mid-August across the southern and eastern US, boosting power generation demand. This is compounded by tighter supply margins due to pipeline maintenance, a slight dip in dry gas production, and high utilization of LNG export terminals.

marsbit08/10 23:55

Indices Strong, Natural Gas Soars | TradeXYZ Weekend Market Watch

marsbit08/10 23:55

Low Probability, High Impact: Citi Issues Nine Extreme Risk Warnings for Commodities in H2 2026

Citigroup Global Research has released a commodity tail risk report focusing on low-probability, high-impact scenarios for late 2026. The report argues that traditional supply-demand frameworks are now regularly disrupted by geopolitical, climate, and technological shocks. Nine key "wildcard" risks are identified: 1. **U.S.-Iran conflict** escalating to a persistent, multi-year disruption of Gulf oil production, potentially pushing crude above $150/bbl and retail gasoline above $6/gallon. 2. **Russia-Ukraine war escalation** triggering new restrictions on Russian energy exports, particularly impacting global natural gas and refined products markets more than crude oil. 3. **Aggressive stockpiling of critical minerals**, such as copper, potentially driving prices above $20,000/ton. 4. **Gold prices** potentially falling another 15-20% in the near term before potentially doubling to around $6,000/oz in the longer term. 5. **A record-strength El Niño** severely disrupting agricultural supplies, possibly pushing cocoa back above $10,000/ton. 6. **AI boom or bust** creating a two-way risk: a boom would boost demand for power-related commodities (electricity, gas, uranium, copper, aluminum), while a bust could cause a deflationary demand shock, though gold could benefit in either scenario. 7. **Renewed U.S.-China trade war** impacting American farm exports, potentially pushing corn below $4.20/bushel and soybeans below $10/bushel. 8. **Finalization of the Russia-China "Power of Siberia 2" gas pipeline** deal, which would drastically reduce China's LNG import needs post-2030, exacerbating a looming global LNG glut and pressuring prices towards $5-6/MMBtu. 9. **An extreme "Monroe Doctrine" scenario** where the U.S. blocks all oil exports from the Americas, causing a severe benchmark dislocation (high global prices like Brent above $100/bbl, but a steep discount for trapped American crude). The report advises investors to stress-test portfolios against these poorly priced extreme scenarios, as "once-in-a-decade" shocks have become more frequent.

marsbit07/29 06:52

Low Probability, High Impact: Citi Issues Nine Extreme Risk Warnings for Commodities in H2 2026

marsbit07/29 06:52

In the Second Half of 2026, Commodities Enter an Era of 'High-Frequency Black Swans'

Heading into the second half of 2026, Citigroup warns that the commodities market is entering an era of "High-Frequency Black Swans," where extreme, paradigm-shifting events are becoming increasingly common. The report outlines major tail-risk scenarios beyond its baseline forecasts. The highest-impact scenario is a prolonged US-Iran conflict disrupting Gulf energy infrastructure and key shipping chokepoints, potentially causing a sustained 5-10 million barrel per day oil supply deficit and pushing crude prices above $200/barrel. Other geopolitical risks include stricter sanctions on Russian energy, which would hit gas markets harder than oil, particularly liquefied natural gas (LNG). A high-probability risk is a global scramble by governments to stockpile critical minerals. Large-scale strategic buying, particularly of copper, could drive prices above $20,000/ton. For gold, Citigroup sees near-term downside risk towards $3,800/ounce before a potential long-term rally to $6,000/ounce, supported by central bank demand and de-dollarization trends. An extreme El Niño weather pattern poses a medium-probability, high-impact threat to agriculture, potentially sending cocoa prices back to $10,000/ton and sugar above 20 cents/pound. The AI boom presents a dual-sided risk: a bust would hurt metals and power demand, while sustained growth would exacerbate structural deficits in copper and aluminum. Two other significant scenarios are the finalization of Russia's Power of Siberia 2 gas pipeline to China, which could depress Asian LNG prices to $5-6/MMBtu in the 2030s, and an extreme application of the Monroe Doctrine blocking Americas oil exports, which could create a price split with global benchmarks soaring above $100/barrel while regional benchmarks crash. The overarching conclusion is that traditional supply-demand analysis may fail in a market where such high-impact, interconnected shocks are becoming more frequent.

marsbit07/24 08:17

In the Second Half of 2026, Commodities Enter an Era of 'High-Frequency Black Swans'

marsbit07/24 08:17

WEEX TradFi: One USDT Account for Stocks, Gold, Oil, and Global Markets

WEEX exchange launched WEEX TradFi, a new USDT-margined service allowing crypto users to trade traditional assets like stocks (e.g., TSLA, AAPL), gold, oil, and indices from a single account. It eliminates the need for separate brokerage accounts, enables 24/7 trading, and uses USDT for funding and margin. The platform targets crypto-native traders seeking diversification and exposure to macro themes. WEEX is promoting the launch with a Trading Challenge offering trial fund rewards for new and existing users. The exchange emphasizes security and serves over 6.2 million users globally.

TheNewsCrypto07/21 10:27

WEEX TradFi: One USDT Account for Stocks, Gold, Oil, and Global Markets

TheNewsCrypto07/21 10:27

WEEX TradFi Trading Competition Kicks Off, 50,000 USDT Prize Pool First-Come, First-Served, Open a Position and Get 5 U

WEEX Exchange Launches "TradFi Trading Competition" with a 50,000 USDT Prize Pool Amidst a crypto market downturn, WEEX Exchange highlights the growth of tokenized traditional finance (TradFi) assets as a key trend, allowing users to trade stocks, ETFs, and commodities using crypto. The platform has launched a "TradFi Trading Competition" from July 9th to 23rd, featuring a 50,000 USDT prize pool. The campaign offers three reward tiers: 1. **New User Bonus (25,000 USDT pool):** New users depositing ≥100 USDT, completing a specified spot trade, and one TradFi contract trade (margin ≥10 USDT) receive 200 USDT. 2. **Volume-Based Rewards (20,000 USDT pool):** All users can earn tiered bonuses for achieving TradFi contract trading volumes of 5,000 USDT (3 USDT), 20,000 USDT (10 USDT), and 100,000 USDT (50 USDT). Rewards are stackable. 3. **Participation Reward:** Any user opening a TradFi contract trade during the event receives 5 USDT instantly. The article promotes WEEX's TradFi features, which include trading tokenized shares of companies like NVIDIA and Tesla using USDT, 24/7 trading, fractional share investing starting from $5, and high leverage up to 100x for hedging. It positions these features as solutions to traditional investing barriers like high fees, strict trading hours, and high share prices. The summary concludes by encouraging users to join the competition and leverage WEEX's platform to access global TradFi markets.

marsbit07/10 10:16

WEEX TradFi Trading Competition Kicks Off, 50,000 USDT Prize Pool First-Come, First-Served, Open a Position and Get 5 U

marsbit07/10 10:16

Pacific 'Fever': How Extreme Weather Becomes Wall Street's Cash Machine?

"Pacific Fever": How Extreme Weather Becomes Wall Street's ATM? The summer of 2026 sees unusually fierce weather across China and globally. The common driver behind this global pattern is a powerful El Niño event, potentially the strongest since 1950, as declared by NOAA. This phenomenon, characterized by warming central/eastern Pacific waters, disrupts global atmospheric circulation, raising risks of floods, droughts, and heatwaves, further intensified by climate change. For financial markets, especially commodities, El Niño is not just weather but a major trading theme. History shows its price impact is profound. In the 1970s, El Niño-driven anchovy collapse in Peru fueled a soybean boom, giving Richard Dennis his first million. Anthony Ward's cocoa empire was built on superior weather intelligence. Most recently in 2024, West African droughts caused cocoa prices to soar over 400%, delivering huge gains for trend-following hedge funds. In 2026, markets are again pricing in future El Niño-induced supply shocks. Despite high current inventories, prices for palm oil, rubber, and sugar have rallied on anticipation of upcoming Southeast Asian droughts and weak Indian monsoons. Analysts identify key indicators to watch: the Niño3.4 index, Indian monsoon rainfall, Malaysian palm oil stocks, and the fundraising scale of specialized weather funds like Moreton Capital. Beyond trading opportunities, a concerning narrative is gaining traction online, linking El Niño with fertilizer shortages and energy supply disruptions to warn of potential global food crises within months. While alarmist, it highlights a deeper truth: the cascading effects of climate-driven weather extremes ultimately translate into higher costs of living for everyone, far beyond the trading floor.

marsbit07/08 04:11

Pacific 'Fever': How Extreme Weather Becomes Wall Street's Cash Machine?

marsbit07/08 04:11

Ondo, the Leader in RWA Tokenization, is Entering the Perp DEX Arena

Ondo Finance, the dominant player in the real-world asset (RWA) tokenization space, is entering the perpetual futures (Perp) DEX arena with the launch of "Ondo Perps." This move signifies a strategic pivot from primarily being an asset issuer to becoming a comprehensive trading infrastructure provider. The platform uniquely focuses on tokenized traditional assets like stocks, indices (e.g., US 500), and commodities (gold, silver, oil), offering up to 20x leverage for 24/7 trading. A key differentiator is its planned multi-asset collateral system, which will allow users to employ tokenized stocks and bonds as margin, enabling sophisticated portfolio hedging and strategies. This approach leverages Ondo's existing strengths—deep institutional relationships, regulatory approvals, and a vast library of tokenized assets—to create a bridge between traditional finance liquidity and decentralized, permissionless trading. By integrating its asset issuance (Ondo Global Markets) with a proprietary trading venue, Ondo aims to complete the RWA financialization loop, transforming tokenized holdings from passive investments into productive capital for leverage and complex financial engineering. The launch positions Ondo Perps not just as another derivatives exchange, but as a foundational piece of next-generation infrastructure merging TradFi assets with DeFi-native execution.

Foresight News07/07 14:08

Ondo, the Leader in RWA Tokenization, is Entering the Perp DEX Arena

Foresight News07/07 14:08

Oil Again Becomes the Main Subject on the Chain｜TradeXYZ Weekend Watch

Tensions surrounding the Iran-US ceasefire memorandum and the Strait of Hormuz drove volatile market movements over the weekend of June 19-22. Despite an initial announcement of a deal, friction escalated when Israel continued airstrikes in Lebanon, prompting Iran to threaten closing the strait. This pushed crude oil prices to a peak near $79. Subsequent aggressive rhetoric from Trump, including threats to potentially take control of the strait, added to volatility. However, by June 22, negotiations in Switzerland showed progress, with Iran indicating it would not block the strait for 60 days, causing oil prices to retreat nearly 6% from their highs. US stock indices traded flat to slightly lower, with minor declines in major tech and growth stocks. In commodities, gold and silver gained, supported by falling yields and a weaker dollar amid receding inflation fears rather than traditional safe-haven demand. Natural gas prices rose (+2.51%) following an explosion at a key Qatari LNG facility, though this was partially offset by signals that Qatari LNG shipments were preparing to resume. Overall, geopolitical developments in the Middle East remained the primary driver for oil and related asset prices.

marsbit06/22 11:01

Oil Again Becomes the Main Subject on the Chain｜TradeXYZ Weekend Watch

marsbit06/22 11:01

SpaceX, AI, and XRP: Why the Next Wealth Transfer Might Be Different?

The article posits that the global economy is transitioning into a new phase of infrastructure investment. Capital, facing slowing traditional growth engines, is flowing towards emerging foundational systems. This includes space infrastructure (exemplified by SpaceX), AI computing power, satellite networks, data centers, and global payment systems. A key driver is a potential new commodity supercycle fueled by industrial demand from these sectors. Concurrently, the role of blockchain is evolving from speculative assets to a critical settlement layer for the future economy. Digital assets like XRP and XLM, focused on payments and interoperability, are highlighted as potential rails for cross-border settlement, tokenized assets, and machine-to-machine (AI Agent) transactions. The narrative connects figures like Ripple's Jed McCaleb to space ventures, suggesting convergence. The argument emphasizes a shift from speculative narratives to utility-driven value. As AI and space commerce generate new economic activity, and regulatory clarity improves, blockchain networks may underpin real-time value transfer. The conclusion urges investors to consider which networks will form the backbone of this integrated next-generation economic infrastructure.

marsbit06/21 06:12

SpaceX, AI, and XRP: Why the Next Wealth Transfer Might Be Different?