Camille Ray

COMMODITIES DESK

Senior Commodity & Energy Transition Analyst

Commodities & Energy Transition Desk • FINPULSE 360 Bureau

c.ray@finpulse360.org

Quantitative Commodity Researcher. Models global supply deficits, maritime transport bottlenecks, refining crack spreads, strategic battery metal balance sheets (Lithium, Nickel, Copper), and agricultural basis risk.

FOCUS BACKGROUND: Quantitative Commodity Research & Physical Supply Modeling
AREAS OF SPECIALIZATION: Crude Oil & Refined Products • Strategic Metals (Copper, Lithium, Nickel) • PGM Supply Shocks • Maritime Energy Routes

RESEARCH & DISPATCH REPOSITORY

Recent Dispatches & Market Intelligence

12 verified dispatches

Retail Search Frenzy for 'Oilprice.com' Signals Crowded Short as Brent Tests $105

COMMODITIES

              ⏱ 3 min read • 2026-10-26 11:35:56 UTC
            

Retail Search Frenzy for 'Oilprice.com' Signals Crowded Short as Brent Tests $105

2026-10-26, FP360 — Google Trends volume for 'oilprice.com' spiked 380% in 24 hours as Brent crude pierced $105.20, driven by a 3.2 mb draw ...

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Grain Prices Whiplash as Drought Cuts Wheat Output, Shipping Strains Lift Softs

COMMODITIES

              ⏱ 3 min read • 2026-10-26 01:40:43 UTC
            

Grain Prices Whiplash as Drought Cuts Wheat Output, Shipping Strains Lift Softs

2026-10-26, FP360 — Wheat futures jumped 4.2% to $8.15 per bushel as drought slashed Australia's output by 18% and Black Sea export disrupti...

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NatGas Storage Deficit Deepens as Winter Demand Looms; Futures Spike 5%

COMMODITIES

              ⏱ 3 min read • 2026-10-25 18:00:44 UTC
            

NatGas Storage Deficit Deepens as Winter Demand Looms; Futures Spike 5%

2026-10-25, FP360 — U.S. natural gas storage injections have lagged the five-year average for the sixth consecutive week, leaving inventorie...

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Copper LME Stocks Plunge to 12-Year Low as Energy Transition Demand Accelerates

COMMODITIES

              ⏱ 3 min read • 2026-10-25 15:30:51 UTC
            

Copper LME Stocks Plunge to 12-Year Low as Energy Transition Demand Accelerates

2026-10-25, FP360 — LME copper inventories tumbled 18% this week to 58,250 tonnes, the lowest since 2014, as red metal demand from global gr...

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Nickel Spikes 12% as Morowali Floods Halt 40% of Global NPI Output; LME Stocks Drain

COMMODITIES

              ⏱ 3 min read • 2026-10-25 13:05:47 UTC
            

Nickel Spikes 12% as Morowali Floods Halt 40% of Global NPI Output; LME Stocks Drain

2026-10-25, FP360 — Nickel prices surged 12% to $26,850/tonne as catastrophic flooding in Indonesia's Morowali industrial park forced the sh...

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UK Gas Futures Soar 18% as Nyhamna Outage Chokes 25% of British Supply

COMMODITIES

              ⏱ 3 min read • 2026-10-25 08:15:47 UTC
            

UK Gas Futures Soar 18% as Nyhamna Outage Chokes 25% of British Supply

2026-10-25, FP360 — UK natural gas futures exploded 18% to 168 pence per therm after Norway's Nyhamna processing plant tripped offline unpla...

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Coking Coal Futures Surge 20% as Cyclone Freddy II Wipes Out 15% of Global Seaborne Supply

COMMODITIES

              ⏱ 3 min read • 2026-10-25 05:55:46 UTC
            

Coking Coal Futures Surge 20% as Cyclone Freddy II Wipes Out 15% of Global Seaborne Supply

2026-10-25, FP360 — Coking coal futures spiked 20% to $420 per metric ton as Cyclone Freddy II devastated Mozambique's port of Nacala, knock...

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Platinum-Group Metal Crisis Deepens as Eskom Stage 6 Blackouts Force Amplats to Halt 35% of Processing

COMMODITIES

              ⏱ 3 min read • 2026-10-25 03:25:47 UTC
            

Platinum-Group Metal Crisis Deepens as Eskom Stage 6 Blackouts Force Amplats to Halt 35% of Processing

2026-10-25, FP360 — South Africa's Eskom imposed Stage 6 load-shedding on Friday, cutting 6,000 MW from the grid and forcing Anglo American ...

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Tin Spikes 14% as Myanmar's Wa State Suspends Mining Licenses; 30% of Global Supply at Risk

COMMODITIES

              ⏱ 3 min read • 2026-10-25 00:30:46 UTC
            

Tin Spikes 14% as Myanmar's Wa State Suspends Mining Licenses; 30% of Global Supply at Risk

2026-10-25, FP360 — LME three-month tin jumped 14.2% to $46,850/tonne and the cash spread flipped to a $2,400 backwardation after Myanmar's ...

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Vanadium Pentoxide Jumps 23% as China's Grid Storage Mandate Drains Global Stockpiles

COMMODITIES

              ⏱ 3 min read • 2026-10-24 22:20:44 UTC
            

Vanadium Pentoxide Jumps 23% as China's Grid Storage Mandate Drains Global Stockpiles

2026-10-24, FP360 — Vanadium pentoxide (V2O5) prices surged 23% this week to $14.80/lb, the highest since 2022, after China's NDRC mandated ...

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Cobalt Spikes 15% as Congo Quota Shock Ignites Panic Buying; Battery Makers Scramble

COMMODITIES

              ⏱ 3 min read • 2026-10-24 19:45:49 UTC
            

Cobalt Spikes 15% as Congo Quota Shock Ignites Panic Buying; Battery Makers Scramble

2026-10-24, FP360 — Cobalt prices surged 15% to $26.50/lb after the DRC's new export quota system cut Q4 shipments by 30%, triggering panic ...

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Iron Ore Port Stocks Hit 3-Year Low as Cyclone Veronica II Shuts Port Hedland for 10 Days

COMMODITIES

              ⏱ 3 min read • 2026-10-24 12:10:48 UTC
            

Iron Ore Port Stocks Hit 3-Year Low as Cyclone Veronica II Shuts Port Hedland for 10 Days

2026-10-24, FP360 — Iron ore port stocks at China's 45 major ports have plunged to a three-year low of 112 million tonnes, down 8.2% week-on...

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