<p>Today we unpack a wave of market-moving moves — from Aramco’s multi-billion dollar U.S. memoranda and a scramble for heavy rare earths to shifts in U.S. crop plantings and China’s soybean sourcing — and explains what they mean for traders, producers, and long-term commodity security.</p>

Today we unpack a wave of market-moving moves — from Aramco’s multi-billion dollar U.S. memoranda and a scramble for heavy rare earths to shifts in U.S. crop plantings and China’s soybean sourcing — and explains what they mean for traders, producers, and long-term commodity security.

Aramco’s US Push, the Heavy Rare Earths Squeeze, and a Shifting Farm Map

A weekly breakdown of the trends, risks, and market moves shaping global commodities—from oil and agriculture to metals, energy, and freight. Clear, sharp, and globally informed.

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Aramco’s US Push, the Heavy Rare Earths Squeeze, and a Shifting Farm Map

Aramco’s US Push, the Heavy Rare Earths Squeeze, and a Shifting Farm Map