Business, Commodities & Shipping News 2026

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A mixed week for cattle markets | Weekly Livestock Market ​

 

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Nothing to see, can listen in one tab, play around the forum in a different tab. This also goes for quite a few vids posted on the forum.

Gary's Economics

Why do asset prices keep going up?​

May 10, 2026
Global stock markets are at all time highs. Gold has doubled and silver tripled in the last two years alone. What's behind these moves? Shouldn't economic crises like Iran be pushing asset prices down? Is now a good time to invest?


28:52

00:00 Intro
01:34 Global asset prices
03:45 How 2008 crisis pushed prices up
09:00 Do interest rates matter?
10:24 What COVID did
13:00 WHY asset prices go up.
18:27 Crises push up asset prices
20:18 How should YOU react?
23:07 A crisis of distribution
27:49 Will asset prices KEEP going up?

 

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The Commodities Feed: Oil surges as peace deal hopes fade

Oil prices remain highly sensitive to noise around Iran, highlighting supply disruption worries

think.ing.com

FX Daily: US price check this week

Little progress on a ceasefire in Iran leaves the dollar supported ahead of April US CPI data

think.ing.com

 

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Stock futures dip as investors monitor the latest Iran war negotiations: Live updates​

Stock futures edged lower early Monday, following a winning week on Wall Street, as oil prices jumped after President Donald Trump rejected Iran’s latest proposal to end the war.

Futures tied to the Dow Jones Industrial Average were flat. S&P 500 futures were down almost 0.1%, while Nasdaq 100 futures dropped 0.13%.

More:

S&P 500 ekes out a gain for first close above 7,400 despite another Iran setback: Live updates

The three major indexes are coming off a winning weak.

www.cnbc.com

 

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Borderlands Mexico: Trade, trucking dominate Port of Eagle Pass annual summit

This week in Borderlands Mexico: Trade, trucking dominate Port of Eagle Pass annual summit; Avant Technology receives Texas grant for Pharr factory expansion; and SEG Solar to build 4 GW solar module factory in Houston.

www.freightwaves.com

 

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The world’s highest-flying repo men are collecting Spirit Airlines’ jets​

The first call came to Bob Allen’s phone at 6 p.m. ET on a Friday. The message: Get the repo men ready.

Spirit Airlines was still in operation and planes were in the air. But the aircraft leasing firms that own dozens of its bright yellow jets were getting anxious as Spirit barreled toward liquidation. They wanted their planes back.

More:

https://www.msn.com/en-us/travel/ne...it-airlines-jets/ar-AA22Uhnd?ocid=socialshare

 

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US equity futures little moved despite lack of US-Iran progress - Newsquawk Daily US Opening News<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

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S&P 500 ekes out a gain for first close above 7,400 despite another Iran setback: Live updates​

The S&P 500 rose on Monday, bolstered by key tech stocks, even as oil prices rose after President Donald Trump rejected Iran’s latest proposal to end the war.

The broad market index gained 0.2%, while the Nasdaq Composite inched up 0.1%. Both indexes had scored fresh all-time intraday highs during the session. The Dow Jones Industrial Average advanced 0.2%.

Iran sent a new proposal to U.S. negotiators, centered on ending the monthslong conflict. The counteroffer stressed the need to end the war on all fronts and to lift sanctions on Tehran, Iran’s semi-official Tasnim news agency said, citing an informed source.

More:

S&P 500 ekes out a gain for first close above 7,400 despite another Iran setback: Live updates

The three major indexes are coming off a winning weak.

www.cnbc.com

 

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Port of Los Angeles Chief Says Shipping Won’t Normalize Without Lasting Hormuz Stability

By Lori Ann LaRocco – The Port of Los Angeles reported strong results in April, but the port’s head warns that high energy prices are hitting the trucking community hard....

gcaptain.com

 

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Breakwave Bi-Weekly Dry Bulk Report - May 12, 2026​

May 12, 2026
For the full report visit our website www.breakwaveadvisors.com , or click here: https://static1.squarespace.com/stati...


1:21

 

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Starmer vows to stay on and fight; USTs softer as US CPI awaits - Newsquawk Daily US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

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Stock futures slip as traders await inflation reading, monitor Iran war developments: Live updates​

U.S. stock futures slipped Tuesday as traders looked ahead to the release of April’s consumer price index reading and weighed higher oil prices.

S&P 500 futures were 0.3% lower, and Nasdaq 100 futures dropped 0.7%. Futures tied to the Dow Jones Industrial Average were down 46 points, or 0.1% lower.

West Texas Intermediate futures jumped 3% on Tuesday to trade at $101.01 per barrel. Brent crude climbed 2.7% to $107.02. Those gains built on Monday’s advance, after President Donald Trump called the month-old ceasefire between the U.S. and Iran “unbelievably weak” and said it was “on massive life support” after rejecting an “unacceptable” counterproposal from Tehran to end the war.

More:

Stock futures slip as traders await inflation reading, monitor Iran war developments: Live updates

Economists polled by Dow Jones are calling for headline CPI to have gained 3.7% from a year earlier.

www.cnbc.com

 

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FX Daily: Impact of US CPI mostly depends on equities

We expect a hot headline CPI print in the US today

think.ing.com

 

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Basel vs. Hong Kong? Why the “Conflict” Narrative Misses the Point

The ongoing debate around ship recycling governance frequently centers on the relationship between the Basel Convention (BC) and the Hong Kong Intern...

maritime-executive.com

Shipping Companies Leverage Arabian Peninsula Truck Routes to Bypass Hormuz

With the Strait of Hormuz remaining closed, logistics operators are working out how to get consignments to and from Gulf destinations previously serv...

maritime-executive.com

 

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Farm Bureau Survey Reveals Real Impact of Fertilizer Availability and Price

Fertilizer affordability challenges are most acute in the South and Northeast but remain a concern for farmers across all regions. Around 70% of respondents report being unable to afford all the fertilizer they need.

www.fb.org

 

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S&P 500 and Nasdaq futures rise as Nvidia leads chip stocks higher: Live updates​

S&P 500 and Nasdaq-100 futures rose Wednesday, led by gains in chipmaker names, while traders looked ahead to the release of another major inflation report.

Futures tied to the S&P 500 were up 0.2%, while Nasdaq-100 futures popped 0.8%. Dow Jones Industrial Average futures shed 115 points, or 0.2%.

Nvidia shares traded higher by more than 2% in the premarket. AMD also climbed 2% while Micron gained nearly 6%. The VanEck Semiconductor ETF (SMH) advanced 2.2%.

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S&P 500 rises to another record on the back of tech even as majority of stocks close lower: Live updates

The S&P 500 rose to a new all-time high on Wednesday as traders' enthusiasm for the technology trade overshadowed another hotter-than-expected inflation report.

www.cnbc.com

 

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Equities broadly in the green with US/China summit looming; GBP continues lower as domestic politics dominates - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

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More:

Inflation: The Worst of All Taxes

Inflation does not only lack democratic legitimacy. Upon closer inspection, it is one of the most unjust forms of taxation.

www.soundmoneydefense.org

 

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Bancosta Weekly

https://www.hellenicshippingnews.com/wp-content/uploads/2026/05/Bancosta-Weekly-2026-19_compressed.pdf

Intermodal Weekly

https://www.hellenicshippingnews.com/wp-content/uploads/2026/05/Intermodal-Report-Week-19-2026.pdf

 

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S&P 500 rises to another record on the back of tech even as majority of stocks close lower: Live updates

The S&P 500 rose to a new all-time high on Wednesday as traders' enthusiasm for the technology trade overshadowed another hotter-than-expected inflation report.

www.cnbc.com

 

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Weekly scrap market report

Copper Hits Record Highs As Scrap Markets Surge Into Summer​

 

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The Commodities Feed: Oil market in wait-and-see mode ahead of Trump-Xi meeting

The market could be pinning too much hope on US-China talks yielding positive results on Iran war

think.ing.com

FX Daily: Headlines from Beijing can cap USD

Trump's visit to China could yield some risk-on headlines

think.ing.com

 

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S&P 500 futures climb after tech-driven rally leads index to new record: Live update​

S&P 500 futures rose early Thursday after a narrow rally in technology stocks pushed the index to new all-time highs.

S&P futures and Nasdaq 100 futures climbed 0.13% and 0.07%, respectively. Futures tied to the Dow Jones Industrial Average rose by 115 points, or 0.41%

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Dow jumps 370 points to recapture 50,000; S&P 500 posts first close above 7,500: Live updates

Stocks were higher on Thursday, with the Dow Jones Industrial Average retaking 50,000 after strong earnings from Cisco Systems.

www.cnbc.com

 

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Christopher usually interviews shipping execs, today it's a mining exec. Nothing to see, can listen in one tab, play around the forum in a different tab.

Svein Harald Øygard | Gold Road IPO, Brazil & Venezuela Lessons, and Where to Invest in 2026?​

May 14, 2026 Vonheim Podcast
Svein Harald Øygard has lived several careers in one lifetime. He helped steer Norway through the banking crisis of 1992 as State Secretary in the Ministry of Finance, spent 21 years as a senior partner at McKinsey, and in 2009 was called in as interim Central Bank Governor of Iceland when the country's economy collapsed. He later co-founded the oil company DBO in Brazil, which later merged into Maha Capital.
In Norway, he has chaired Norwegian Air Shuttle and DOF Group through major restructurings. And today he working to take the gold mine company Gold Road on the Oslo Stock Exchange! Tune in, and leave a comment if you like the episode:
Links discussed in the episode:
Gold Road Video - • Gold Road Project Overview
In The Combat Zone of Finance - https://www.amazon.com/Combat-Zone-Fi...


52:45

00:00 - Intro (Hormuz, Energy Risks)
08:40 - Gold Mining Adventure
11:45 - Mining History In US14:30 - Gold Road Inc
16:51 - Why Should People Invest In Gold?
20:00 - Upcoming IPO in Norway?
25:29 - The Energy Venture In Brazil
32:28 - From Energy To Fin-Tech In. Brazil
35:00 - The Incredible Oil Field In Venezuela!
40:40 - Energy Future In Venezuela, Brasil and Guyana
42:40 - US VS China And Global Statistics
48:47 - Being Interim Central Bank Governor In Iceland

 

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Constructive US/China summit boosts ES and NQ, US said to approve some H200 chip sales, NVDA +2%; US data/Fed speak ahead - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

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Container Spot Rates Surge as Carriers Layer Surcharges Ahead of Early Peak Season

Global container spot rates posted their sharpest weekly gain in months as carriers pushed through emergency surcharges and capacity cuts amid rising geopolitical disruption and signs of an early start...

gcaptain.com

 

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Fearnleys Weekly

https://fearnpulse.com/

World Container Index - 14 May

14 May 2026: Double-digit spot rate increases driven by early peak season and carrier surcharges.

www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry traded flat at 3,189 Index Points on May 13, 2026. Over the past month, Baltic Dry's price has risen 35.47%, and is up 151.70% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic...

tradingeconomics.com

 

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Dow jumps 370 points to recapture 50,000; S&P 500 posts first close above 7,500: Live updates​

Stocks were higher on Thursday, with the Dow Jones Industrial Average retaking 50,000 after strong earnings from Cisco Systems and following a key meeting between U.S. and China.

The 30-stock index popped 370.26 points, or 0.75%, to end at 50,063.46. The S&P 500 climbed 0.77% and closed at 7,501.24, while the Nasdaq Composite gained 0.88% to 26,635.22. Those two indexes scored fresh all-time intraday highs and record closes.

More:

Dow jumps 370 points to recapture 50,000; S&P 500 posts first close above 7,500: Live updates

Stocks were higher on Thursday, with the Dow Jones Industrial Average retaking 50,000 after strong earnings from Cisco Systems.

www.cnbc.com

 

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Sitting, waiting, wishing… for energy flows to resume

Energy markets remain extremely sensitive to developments in the Middle East, showing the significance of the supply disruptions we are witnessing

think.ing.com

High rates and commodity exposure preferred in FX

Investors are favouring currencies with high interest rates and positive exposure to energy

think.ing.com

 

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Coal is no longer a dirty word but an energy security asset - Splash247

Coal’s obituary may have been written too early. That was the unmistakable conclusion from last month’s coal session at Geneva Dry, where shipowners, analysts and operators argued that the escalating Hormuz crisis has radically altered the outlook for seaborne coal and, with it, dry bulk...

splash247.com

Splash Wrap: Iran tightens its control of Hormuz - Splash247

There was no sign of a shipping breakthrough in Hormuz this week. If anything, the strait became more dangerous and closed. Donald Trump has been discussing his war with Iran with Xi Jinping while on a state visit to Beijing. Federal prosecutors filed criminal charges this week against...

splash247.com

 

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Stock futures fall after Dow retakes 50,000: Live updates​

U.S. stock futures fell early Friday after the Dow Jones Industrial Average reclaimed the 50,000 threshold, and the S&P 500 closed above 7,500 for the first time. Investors are also keeping an eye on the ongoing summit between the U.S. and China.

Dow futures fell by 132 points, or 0.7%. S&P 500 futures dipped 1%, and Nasdaq 100 futures slid 1.4%.

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Dow loses more than 500 points Friday as tech slumps and yields spike: Live updates

Stocks fell on Friday, bogged down by losses in technology stocks and a rise in U.S. Treasury yields.

www.cnbc.com

 

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Stocks hit as Yields/Energy firm on renewed fears of US-Iran conflict resumption - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

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The $10 Billion Hunt for the Rocks That Power the World​

May 15, 2026 #Trump #XI #rareearths
Rare earths are the backbone of modern technology, and China has cornered the global market for the commodity. The country produces and processes more than 80% of the world’s supply. As it uses that dominance as geopolitical leverage, can other countries break its grip?
Read more on Bloomberg.com: Why Rare Earths Are China’s Trump Card in Trade War https://www.bloomberg.com/news/articl...


12:12

 

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The Dali Settlement in Baltimore, The "Golden Fleet," and a 1,500ft Tsunami: Top 5 Maritime Stories​

May 15, 2026 What's Going on With Shipping - Maritime Industry Today
In this episode of "What the Ship," Sal Mercogliano dives into the top five maritime stories shaping the industry this week. From massive legal settlements in Baltimore to the unveiling of a new US Navy shipbuilding plan and a "near miss" mega-tsunami in Alaska, we’re stepping back to look at the big picture of global shipping.


45:44

- 00:00 1. Updates: Dali, Hantavirus, Seafarers in the Persian Gulf, MSC Baltic III, Arctic Metagaz & Ursa MajorRecord $2.25 Billion Settlement Reached in Baltimore Key Bridge Collapse Case https://gcaptain.com/record-2-25-bill...

- Planes With Hantavirus Cruise Passengers Land in the Netherlands; Hospital Quarantines 12 https://gcaptain.com/planes-with-hant...

- Strait of Hormuz: vessels are stuck, but seafarers are not https://www.lloydslist.com/LL1157167/...

- MSC Baltic III to be Cut Into Sections and Pulled Ashore for Recycling https://maritime-executive.com/articl...

- Stricken Russian LNG Tanker ‘Arctic Metagaz’ Anchored Off Libya After Two-Month Odyssey, Future Uncertain https://gcaptain.com/stricken-russian...

- Russian ship that sank near Spain in 2024 may have carried nuclear reactor parts https://apnews.com/article/russian-sh...

- 14:20 2. Global Container Rates & Supply ChainContainer Spot Rates Surge as Carriers Layer Surcharges Ahead of Early Peak Season https://gcaptain.com/container-spot-r...

- World Container Index - 14 May https://www.drewry.co.uk/supply-chain...

- Hapag-Lloyd Swings to Loss as Strait of Hormuz Chaos and Weather Delays Hit Shipping https://gcaptain.com/hapag-lloyd-swin...

- Port of Los Angeles Chief Says Shipping Won’t Normalize Without Lasting Hormuz Stability https://gcaptain.com/port-of-los-ange...

- Supply-Chain Stress That Peaked in Covid Heads Higher Again https://gcaptain.com/supply-chain-str...

- OOCL Appeals $45 Million FMC Judgment in High-Stakes Pandemic Shipping Case https://gcaptain.com/oocl-appeals-45-...

- 23:53 3. U.S. Navy's 30-Year Shipbuilding PlanU.S. Navy Unveils $65.8 Billion Shipbuilding Push to Launch Trump’s ‘Golden Fleet’ https://gcaptain.com/u-s-navy-unveils...

- Davie Defense Finalizes $3.5 Billion U.S. Coast Guard Arctic Security Cutter Deal https://gcaptain.com/davie-finalizes-...

- Trump Administration Launches Nuclear-Powered Shipping Push to Revive U.S. Maritime Industry https://gcaptain.com/trump-administra...

- Senators Urge Trump to ‘Stand Strong’ on China Shipbuilding Ahead of Xi Summit https://gcaptain.com/senators-urge-tr...

- 33:45 4. Alaskan Tsunami and Arctic Operations Alaska Mega-Tsunami Raises Alarm for Cruise Ships in Glacier Fjords https://gcaptain.com/alaska-mega-tsun...

- Historic Cold Pushed U.S. Coast Guard Icebreaking Fleet to the Limit in 2026 https://gcaptain.com/historic-cold-pu...

- 37:50 5. Russian and US LNG Europe Swaps Russian Gas Dependence for U.S. LNG Reliance as Middle East Turmoil Tightens Squeeze https://gcaptain.com/europe-swaps-rus...

- EU Russian Arctic LNG Imports Hit $4.4bn Record Despite Sanctions Measures https://gcaptain.com/eu-russian-arcti...

- U.S. is Set to Become Europe's Largest Gas Supplier, Overtaking Norway https://maritime-executive.com/articl...

- Iranian Oil Afloat is Keeping China Well Buffered https://maritime-executive.com/editor...

- 43:39 Conclusion

 

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Dow loses more than 500 points Friday as tech slumps and yields spike: Live updates​

Stocks fell on Friday, bogged down by losses in technology stocks and a rise in U.S. Treasury yields, after a summit between President Donald Trump and Chinese President Xi Jinping ended and left traders worried about no major policy breakthroughs.

The S&P 500 shed 1.24% to end at 7,408.50, while the Nasdaq Composite slipped 1.54% to 26,225.14. The Dow Jones Industrial Average was down 537.29 points, or 1.07%, and closed at 49,526.17.

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Dow loses more than 500 points Friday as tech slumps and yields spike: Live updates

Stocks fell on Friday, bogged down by losses in technology stocks and a rise in U.S. Treasury yields.

www.cnbc.com

 

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