After months of heightened tension between the U.S. and China, a 90-day tariff truce has brought some calm to volatile commodity markets, particularly oil and iron ore. While the energy sector grapples with shifting U.S. policy preferences and oversupply, the metals market is cautiously optimistic on the back of trade relief and potential stimulus in China. This reset has significant implications across industries, from crude production to steel output. To better understand the economic undercurrents driving recent price action, a commodities strategist from Horizon28, Thomas de Waal offers a deeper analysis of the intertwined forces behind this fragile rebound. Crude...
BlockchainFebruary 16, 2026February 16, 2026