Brian Bumpass

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Commodities

The Risk Premium Comes Out of the Metal

Chemicals Featured

Watch the Water, Not the Wire

Crude Fell a Second Straight Session on the Iran Deal. Natural Gas Rose. Urea Is Cracking While Sulfur Hits an All-Time High. The Chemical Chain Is Repricing in Two Completely Different Speeds at Once.

Energy Featured

The Day the Paper Market Moved and the Physical Market Did Not

Crude Fell 5% This Morning on the Iran MOU Announcement. The Strait Is Still Mined. The SPR Is at a 43-Year Low. Qatar's Ras Laffan Is Damaged. Citi Says $70 by Q4. The Math Is More Complicated Than a Headline.

Meridian News Featured

A New Structure for The Meridian

Most trade coverage tells you what happened. That is a commodity now, available free and instantly from a hundred feeds. What it rarely tells you is what to think, why it matters, and what moves next. That gap is the entire reason The Meridian exists, and our new structure adds even more depth.

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Freight Rates & Trends

Freight Rates & Trends: Week of June 11, 2026

Trade Policy & Geopolitics

Total Control and a Great Deal, Same Day

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Commodities

Positioning Ahead of Thursday's WASDE

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Chemicals

India's Zero-Duty Window Closes in Three Weeks

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Energy

Severe Is Still Bad

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Freight Rates & Trends

Freight Rates & Trends: Week of June 4, 2026

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Commodities

The Grain Market Has Stopped Trading the War

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Chemicals

The Chemicals Market in June 2026

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Freight Rates & Trends

What the 60-Day MOU Means for the Freight Clock

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Trade Policy & Geopolitics

Complete Fabrication vs. Every Chance to Succeed

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Commodities

Two Weeks of Data and One Direction

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Chemicals

The Decoupling Survives Its Biggest Test

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Energy

Deals and Strikes, Simultaneously

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Freight Rates & Trends

Twelve Weeks of Cape Rerouting

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Trade Policy & Geopolitics

Slight Progress, Major Distance

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Commodities

The 90-Day Clock Has Delivered

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Chemicals

The Exit Decisions Are Being Made

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Energy

Four Weeks to the Cliff

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Freight Rates & Trends

Four to Six Months After It Opens

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Trade Policy & Geopolitics

No War, No Oil, No Straits

Commodities

The WASDE Delivered

USDA projects U.S. wheat production at 1.561 billion bushels, the lowest since 1972. Corn reaches 15.995 billion, the second largest crop on record, while soybeans hit 4.435 billion, also second largest. Three crops. Three very different supply stories.