# commodities
Latest news and articles about commodities
Total: 20 articles found
Silver Collapses as Chinese Night Futures Turn Red: Metals, Tin and Copper Suffer Broad Sell-off
China’s night session saw a broad sell‑off in commodity futures, with silver plunging more than 13% and gold down around 2%. The move, mirrored by declines in base metals and weaker US futures, appears driven by sudden deleveraging and a shift to risk‑off sentiment, exposing vulnerabilities in leveraged onshore investment products.
Chinese Lithium Carbonate Futures Plunge Nearly 11%, Rattling Battery Supply Chain
China's main lithium carbonate futures contract hit the daily limit down, falling 10.99% to 132,320 yuan/ton, a move that depressed lithium‑battery stocks and underscores tensions between near‑term oversupply and long‑term demand from EVs and energy storage. The plunge highlights short‑term market fragility and could squeeze upstream producers while adding uncertainty for battery and carmakers.
Gold and Silver Bounce After Historic Flash Crash — Volatility, Deleveraging and a Strong Dollar Still Loom
Gold and silver rebounded in early February after unprecedented intraday plunges at the end of January and renewed selling on Feb. 2. The shocks were driven by a rapid deleveraging of positions and a renewed expectation of a stronger US dollar following Kevin Warsh’s nomination for Fed chair, while Chinese state banks raised margins and issued risk warnings to curb retail exposure.
China’s A‑Shares Slide: Broad-Based Selloff Sees Hundreds of Stocks Hit Limits as Tech, Metals Lead Declines
China’s equity markets tumbled on February 2, with major indices down over 2% and hundreds of stocks hitting limit‑down as trading volume contracted. Defensive pockets such as white spirits and power‑grid equipment held up, while metals, energy and semiconductor names led the declines, raising questions about investor confidence and near‑term policy reaction before Lunar New Year.
Brokers See A‑share Cooldown Before Lunar New Year, but February Rotation Could Reignite Gains
Ten Chinese brokerages expect a near‑term cooling in A‑share sentiment ahead of the Lunar New Year, driven by holiday flows, ETF redemptions and firmer U.S. rate expectations after the Fed nomination. Most see corrections as limited and anticipate a post‑holiday rebound, with February characterized by faster sector rotation toward larger, quality and cyclical names.
After Metals Flash Crash, CME Raises Margins — Liquidity Set to Tighten as Crowded Longs Unwind
A violent rout in gold and silver prompted the CME to raise COMEX margin requirements, with gold margins moving from 6% to 8% and silver from 11% to 15%, effective after the close on Feb. 2. The crash was driven by a rapid shift in Fed expectations following the nomination of Kevin Warsh and the unwinding of crowded, highly leveraged long positions, forcing exchanges to shore up clearinghouse protections.
Flash Crash in Precious Metals: Gold Suffers 40-Year Intraday Drop as Silver Plunges 36%
A dramatic overnight sell-off saw spot silver plunge as much as 36% and spot gold fall over 12% intraday, with both metals closing substantially lower. The rout followed a rebound in the dollar after news that President Trump would nominate Kevin Warsh as the next Fed chair, and was amplified by crowded positioning and thin liquidity. The move raises questions about market positioning, Fed independence and the durability of metals as an inflation hedge.
From County Mine to Trillion‑RMB Powerhouse: How Chen Jinghe Built China’s Gold Empire
Zijin Mining, under founder Chen Jinghe, has grown from a indebted county mine into a multi‑trillion‑RMB metals conglomerate by combining technical innovation, corporatisation and opportunistic, counter‑cycle acquisitions. Recent large purchases and a global uptick in commodity prices have dramatically expanded its reserves and market value, while Chen personally retains only a small share of the company he built.
Gold and Silver Collapse Roils Chinese Markets: Miners, Jewelers and Commodities Stocks Hit Hard
Spot gold and silver plunged on January 30, with spot gold down as much as nearly 5% and silver nearly 7% intraday, prompting a broad sell‑off in Chinese precious‑metals and nonferrous equities. Major mining and metals stocks hit daily down limits while leading jewellery brands sharply cut retail gold prices, transmitting market stress to consumers and corporates.
Gold Nears $5,600 as Metals Rally Signals a Shift in Risk, Reserve Strategy and Inflation Fears
Gold and other metals have surged sharply this week, with gold approaching $5,600/oz and major base and precious metals hitting record highs in China. The rally is being driven by heightened geopolitical risk, expectations of Federal Reserve easing, record central-bank buying and structural supply tightness, particularly for silver.
Gold Above $5,000 Reprices Miners — Chinese Producers Ride a Historic Rally but Faces Risks
A historic surge in gold prices above $5,000 an ounce has repriced mining stocks, particularly Chinese producers, which are reporting large profit upgrades for 2025 driven by higher prices, modest production gains and efficiency improvements. Major banks and wealth managers have lifted price targets further, while analysts caution that central-bank buying and ETF flows underpin the rally even as macro risks could prompt sharp corrections.
Rotation to Liquor and Property Sends Mixed Signals as Commodities and Long Bonds Surge
China’s stock market posted a narrow gain on the Shanghai Composite as intense sector rotation lifted liquor, real estate, metals and oil names while technology chips lagged. Heavy turnover and divergent leadership, coupled with a concurrent rise in commodities and long-dated bond strength, point to rising structural volatility and mixed signals about liquidity and inflation expectations.