Gold prices reached a two-month high above $4500 following moderate US inflation data that softened Federal Reserve rate hike expectations. Silver and mining stocks also gained.

Oil prices dipped slightly following UAE’s unfrozen Iranian assets. Japan’s July PPI remained high, fueling BoJ rate hike expectations. Australian and New Zealand dollars softened; Asian stocks advanced on semiconductor gains.

US Energy Secretary asserts Middle East oil shipments have returned to pre-conflict levels, but shipping data and analysts highlight ongoing disruptions at the Strait of Hormuz.

Gold and silver ease after hitting recent highs as investors await US CPI data; rising oil prices reflect escalating tensions in the Strait of Hormuz.

U.S. stocks dipped as oil surged nearly 5%, pushing Treasury yields higher amid Middle East tensions. Investors await July CPI and PPI releases ahead of Fed's September meeting.

US stock futures held steady Tuesday as heightened US-Iran hostility increased geopolitical risks. Rising oil prices fueled inflation worries ahead of key CPI data. Intel moves to raise $1.5B for AI expansion.

Venezuelan crude exports fell to 856,000 bpd in July as Middle East supply returned to market, halving Indian demand. Oil prices eased after the US paused strikes on Iran to open peace talks.

CBOT wheat futures are projected to open 7 to 9 cents lower on Tuesday following recent gains. While a drone attack on a Turkish vessel near Novorossiysk heightened Black Sea shipping concerns, USDA reported U.S. spring wheat ratings improved to 55%…

Goldman expects Brent at $80–90 until a U.S.-Iran deal or escalation, as disrupted Middle East flows and Asian buying tighten global oil supplies.

Chicago soybean futures dropped on improved rain outlooks across the US Midwest, with November contracts settling at $11.79-1/4 per bushel. Strong Chinese buying and Argentine port strikes provided bottom support.

Oil prices slid as U.S.-Iran talks eased risk premiums, dragging Hong Kong energy shares lower as markets eye OPEC+ output and demand.

CBOT soybean futures hit their lowest level since July 2022 as favorable weather forecasts for August eased drought concerns in the US Midwest. Strong export demand and solid processing margins led Bunge Global to raise its full-year earnings outloo…

Chicago corn futures fell (Dec contract -13.5¢) amid plunging crude oil, long profit-taking, easing US-Iran tensions, and cooler crop weather.

Despite a historic global supply deficit, Brent crude remains near $100 per barrel, cushioned by strategic reserve releases and slowing demand in China. However, analysts warn of re-pricing risks as inventory buffers erode and U.S. midterm elections

U.S. military pauses strikes on Iran, causing crude prices to fall as Middle East diplomatic progress and restored shipping ease inflation fears. Meanwhile, Gulf oil producers step up infrastructure to bypass the Strait of Hormuz.

Geopolitical tensions have triggered a reassessment of global financial assets, with safe-haven flows strengthening the US dollar and rebounding energy prices reigniting inflation concerns. Against this backdrop, high-valuation sectors such as techno

Driven by a widening budget deficit and a weakening ruble, Russia's gold reserves have fallen for the sixth consecutive month, dropping below the $300 billion mark. This move diverges from global central bank buying trends, highlighting Moscow's stra

BHP's iron ore terminal workers at Port Hedland, the world's largest bulk export port, plan an 8-hour strike on July 16 amid a union dispute. The news drove iron ore prices up 1.6% to $99.40 per ton, fueling supply chain concerns after the port shipp

Saudi Aramco reduced its August Official Selling Price for Arab Light crude to Asia by $11 per barrel, marking the largest cut in at least 26 years. The move reflects intensifying market competition and rising global supply, prompting expectations of

LME aluminum edged higher on Tuesday, hitting a one-week high amid supply risks and declining inventories, though buyers remained cautious. Copper prices slid as anticipated US import tariffs failed to materialize, prompting speculators to trim long

Core OPEC+ members agreed to increase crude oil output by 18.8k bpd in August. As Hormuz shipping recovers and geopolitical premiums fade, producers balance summer demand via gradual hikes amidst a new 7-member landscape following the UAE's exit.

An unexpected drop in global oil prices, driven by expansion in production and lower-than-expected demand, has reduced pressure on ECB policymakers. With the market pricing the probability of a July hike down to one-third, a June Eurozone inflation r

Southern California Gas Company announced that natural gas commodity costs for residential and small business customers hit a five-year low between March and May 2026, averaging 22.8 cents per therm. Billed prices dropped 55% over the spring. The com

The US Federal Communications Commission is drafting a proposal to ban certain non-domestic solar inverters to prevent power grid cybersecurity vulnerabilities. Mirroring the EU's restrictive energy policy adopted in May, this potential ban could sig

A 60-day US-Iran interim agreement has triggered a recovery in vessel traffic through the Strait of Hormuz. VLCC charter rates have surged to $280,000 per day, offsetting high war risk premiums. Meanwhile, expectations of resuming Middle East supply…

U.S. President Trump ordered a Department of Justice investigation into major oil companies, alleging price gouging as retail gasoline failed to track an 18% drop in crude. Analysts view the move as mid-term election positioning, while experts cite…

LME copper prices rose 0.71% on Monday as traders assessed the first round of US-Iran peace talks in Switzerland and awaited the US Commerce Department's copper tariff review due by late June.

According to JODI data, Saudi Arabia's April crude exports dropped to 399.0 million bpd while production fell to 6.316 million bpd, hitting record lows due to conflict in the Gulf and shipping constraints in the Strait of Hormuz.

US and Iran align on a 60-day roadmap toward a final deal, sending Brent crude down 1.7%. UK Prime Minister Keir Starmer announces his resignation, dragging Sterling to a 2026 low, while hawkish Fed bets push 2-year Treasury yields to new highs.

High-Sulfur Fuel Oil Spreads Flip to Discount as Diesel Crack Slumps to Months-Low