LSEG Data & Analytics
February 12, 2026
Inside Commodities
Market ReportCommoditiesEquitiesMacro Economic IndicatorsEnergyMaterials
LSEG's report highlights the US push for energy dominance via Venezuela, potential rare earth futures from CME, and market shifts in oil and agriculture.
Key Takeaways
- 1.The US is aggressively pursuing energy investment in Venezuela to boost oil production and counter Chinese and Russian influence.
- 2.OPEC forecasts a slight oil surplus in Q2 2026, which may influence the OPEC+ decision on whether to resume production hikes.
- 3.CME Group is planning the world's first rare earth futures contract to help Western firms hedge exposure to China-dominated supply chains.
Table of Contents
- Top News - Oil
- Top News - Agriculture
- Top News - Metals
- Top News - Carbon & Power
- Top News - Dry Freight
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Authors
Dhanya
Securities
CVXValterra PlatinumMPMalaysian Palm Oil FuturesENI.MI
Themes
American Energy DominanceGeopolitical Competition with ChinaShareholder Returns vs. Capital InvestmentCritical Mineral Supply Chain Security
Regions
GlobalNorth AmericaLatin AmericaUnited StatesVenezuelaChina