LSEG Data & Analytics
February 13, 2026
Inside Commodities
Market ReportCommoditiesMacro Economic IndicatorsConsumer StaplesEnergy
The report highlights a tightening oil market driven by geopolitical sanctions and a strategic shift in Chinese grain imports toward sorghum and barley. It also notes that the shipping industry is proceeding with green investments despite delays in global carbon pricing regulations.
Key Takeaways
- 1.The global oil market is tightening due to geopolitical pressures and U.S. sanctions limiting Russian and Iranian supply, despite earlier surplus predictions.
- 2.Chinese importers are aggressively purchasing U.S. sorghum and Australian barley to replace domestic corn supply damaged by heavy rains.
- 3.High sulphuric acid prices have become a primary profit driver for Chinese copper smelters, offsetting record-low traditional processing fees.
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
LukoilVitolPDNPetronet LNG
Themes
Agricultural Supply Chain ResilienceGeopolitical Sanctions and Supply ConstraintsResilient Industrial Decarbonization
Regions
GlobalAsia PacificNorth AmericaChinaUnited StatesRussia