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Commodities Rally, Dollar Weakens, US Data, Bitcoin

Commodities rise, dollar falls on weak data; Fed steady tone; payrolls key; delinquencies up; yen surges; AI, freight shift markets
11 February 2026

Heads of Desk: Top of Mind – Episode 34

The heads of Onyx Commodities' trading desks discuss the latest in the Oil Derivatives as of 10 February 2026
10 February 2026

Latest reports

Brent Breaks $70/bbl

OPEC sees Q2 demand dip; US energy chief visits Venezuela; Cuba fuel crisis halts flights.
4 page report
11 February 2026

Reassessing the Risk Premium

See all the updates across the barrel, as well as six contracts to watch.
6 reports
11 February 2026

Opposing Strength in LST and FEI

LST dropped, FEI & CP rebound; arb weaker on higher freight. Pronap firmer but easing; positioning long amid cautious risk.
17 page report
11 February 2026

Brent Trades in $69/bbl Handle

US okays oil work in Venezuela; Total takes Zeeland refinery; Iran warns US before nuclear talks.
4 page report
11 February 2026