Archie @megacontango
Reporting on commodity trading of all stripes 🛢🌾⛏ for @business l Message me on Threema: H3X67A3K London Joined October 2014-
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Oil traders are finding it harder to make money in a market whipsawed by tariffs and war, writes @megacontango bloomberg.com/news/newslette…
Took a look at the massive battery farms that commodity traders are pouring money into in Europe as renewables put grids under strain and power prices increasingly turn negative. w/@MathisWilliam bloomberg.com/news/articles/…
COMMODITY TRADING: Touton SA, based in the French town of Bordeaux, has hired bankers for a potential sale. Touton is a medium-size player in the highly specialised cocoa and coffee sector. In cocoa, it ranks as the world’s top-6 trader. @isiscarol14 bloomberg.com/news/articles/…
After all that - no tariff on copper cathodes imported into the US… whitehouse.gov/fact-sheets/20…
The facility can hold as much as 10 million barrels of oil. In the past, it has been a key storage point for extra oil when there was too much supply, allowing traders to profit by holding oil and selling it later at higher future prices. w/@pburkhardt bloomberg.com/news/articles/…
On one of the most unbelievable satellite images I've ever seen, showing hundreds of Palestinians surrounding aid trucks north of Rafah. nytimes.com/2025/07/29/wor…
COMMODITY TRADING: Vitol handed a record $10.6 billion to its executives and senior staff through share buybacks last year, as the fallout of the energy crisis continued to deliver great riches to the world’s commodity traders. @jfarchy @megacontango bloomberg.com/news/articles/…
At least four ships carrying copper are trying to reach US ports before August to get ahead of planned import tariffs on the metal bloomberg.com/news/articles/…
Amsbury, known in the tight-knit world of the LME as ‘Disco,’ is the latest veteran of JPMorgan’s metals team to take a high-profile role in the physical trading industry. w/@jfarchy bloomberg.com/news/articles/…
A US consortium involving ex-special forces personnel is seeking to acquire Chemaf Resources, a copper and cobalt producer that has become a symbol of the growing competition for mineral deals between the US and China in Congo @megacontango bloomberg.com/news/articles/…
A US consortium involving ex-special forces personnel is seeking to acquire Chemaf Resources Ltd., a copper and cobalt producer that has become a symbol of the growing competition for mineral deals between the US and China in the DRC @wtbclowes @mjkcongo bloomberg.com/news/articles/…
The man who cleaned up Britain's banks is set to reveal his plans to fix the country's wildly unpopular and heavily indebted water industry bloomberg.com/news/features/…
A 1,224 page arbitration decision shared with Bloomberg by @PPLAAF contains the 1st-ever testimony from Dan Gertler about his partnership w/ Katumba Mwanke incl. $100s of millions worth of payments to & shares held for Katumba & unnamed Congolese partners🧵bloomberg.com/news/articles/…
Quant fund or metal band? quantfundormetalband.com
Copper traders racing to get cargoes into the US are looking to shift deliveries into Hawaii and Puerto Rico to cut shipment time bloomberg.com/news/articles/…
For today’s oil traders, headlines about bombs falling have increasingly become an opportunity to sell. bloomberg.com/news/articles/…
Decades-old business models for coffee and cocoa trading have been upended as firms adapt to higher and more volatile prices by moving away from longer-term trades, according to one of the industry’s top bankers. W/@MumbiGitau bloomberg.com/news/articles/…
Copper Clash Shows Cracks in Decades-Old Pricing System @megacontango bloomberg.com/news/articles/…
Can Congo pull off the balancing act of trying to woo Trump’s White House without dislodging critical investment from Beijing? -- Longform from Will Clowes, @PeterMartin_PCM @ArletteBashizi & me bloomberg.com/features/2025-… via @business

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