COMMODITY TRACKER: 5 charts to watch this week

AI Summary

European commodities markets are under supply pressure, with LNG imports declining for a second consecutive month and aluminum shipments at decade lows. Meanwhile, price dynamics differ in Asia with Vietnam's rice prices softening and Pakistan maintaining competitive export levels despite climate issues.

European commodities markets face supply pressures, with LNG imports declining for a second consecutive month and aluminum shipments at decade lows. Meanwhile, Brazil continues to rely heavily on Russian diesel, and Asian rice markets diverge as Vietnam’s prices soften while Pakistan maintains competitive export positioning despite climate concerns. 1. EU LNG imports fall amid Middle ...