Gold, oil, natural gas and metals coverage focused on supply, demand, prices and the macro forces driving them.
FOMC minutes from the September 15-16 meeting show most participants expect another rate hike before year-end. Several members flagged the AI buildout as a growing driver of core…
Russian gold exports to Hong Kong have surged as Western sanctions redirect the global bullion trade away from traditional hubs. The shift follows the 2022 invasion of Ukraine,…
=F $TLT Gold trades near $4,156.3 an ounce, essentially flat on the day, even as long-term Treasury yields stay elevated. Market expectations for an immediate Federal Reserve rate…
Japan’s chief cabinet secretary, Minoru Kihara, said Monday that Tokyo has no plans for further crude oil releases from its national reserves. The statement followed a G7 pledge…
At least three LNG carriers transited the Strait of Hormuz outbound since the end of last week, per tanker-tracking data from Bloomberg and Kpler cited Monday. The pickup…
.SR Saudi Aramco CEO Amin Nasser warns global oil inventories are “scarily thin” after being drawn down by Middle East conflict. Nasser says rebuilding depleted stockpiles could take…
OPEC+ delegates say major members have an agreement in principle to hold November production quotas steady. The group’s output remains constrained by Middle East conflict that has shuttered…
At least 16.5 million barrels per day of crude left the Persian Gulf region between September 1 and 28, matching the prewar average when Iran is excluded, per…
G7 leaders announced a coordinated release of 100 million barrels of oil reserves over the next four months. Oil prices moved lower on the news, with diesel-focused supply…
Phillips 66’s refining margins have been supported by tight global distillate supply and elevated utilization, conditions that may prove structural rather than purely cyclical. Midstream and chemicals segments…
ConocoPhillips and Venture Global have signed a 20-year LNG supply agreement covering 1 million tons per annum, with deliveries beginning in 2030. The deal adds long-term offtake for…
EU officials are preparing crisis talks on record diesel prices as the Iran war disrupts global fuel markets. The United States is pressing Europe to release emergency diesel…
Brent crude traded at $100.62 per barrel, down 1.65% on the day, holding above the $100 mark. West Texas Intermediate stood at $92.62 per barrel. A strong rebound…
Goldman Sachs warns a U.S. diesel export ban would hit Latin America hardest, not Europe as some reports suggest. U.S. diesel imports cover as much as 50% of…
Copper prices steadied as investors focused on potential shifts in global supply conditions. China’s national holiday was set to damp trading volumes across metals markets. The holiday reduces…
Micron reported what the Club characterized as an incredible quarter, prompting a higher price target. Management guided robustly, signaling fiscal 2027 will be another strong year. Demand for…
President Trump said he is “thinking about” restricting U.S. diesel exports, while acknowledging the move could have a “negative impact” on gasoline markets. The comments follow earlier remarks…
Brent crude fell sharply, trading near $97.48, down 5.84% on the day, after a strong September rally. WTI also moved lower, sliding from above $90 a barrel. Reports…
Brent crude traded at $96.36, down 6.07% on the day, a sharp reversal from earlier in the week. President Trump has reportedly ruled out easing sanctions on Iran,…
Spot gold traded near $4,211.80 an ounce, up 0.77% on the session, recovering from Monday’s selloff. Spot silver also moved higher, tracking bullion’s rebound as softer U.S. economic…
Oil prices eased as renewed Iran nuclear talks and recovering Saudi exports reduced supply-risk premiums. Europe’s LNG imports are ramping up ahead of winter after a summer in…
Hershey shares touched a 52-week low of $161.40, extending a prolonged decline in the confectionery maker’s stock. The move marks a sharp reversal from the stock’s 2023–2024 highs,…
Barrick Mining Corporation presented at the Mining Forum Americas 2026 conference. The company’s presentation materials were released in slideshow format. Barrick operates gold and copper mines across multiple…
Heavy rainfall across key U.S. growing regions is disrupting corn, wheat, and soybean harvest and planting activity, pressuring futures prices. Excess moisture delays field work, raises crop quality…
=F Iranian and U.S. officials held separate talks with mediators Monday aimed at pushing toward a ceasefire, according to reports. Middle Eastern crude exports have rebounded to a…
Jim Cramer named energy and dividend-paying stocks as relative winners as rising oil prices and climbing bond yields pressure the broader market. Higher crude prices lift integrated oil…
Brent crude fell 5.14% to $99.87 a barrel, pulling back from the psychologically important $100 mark. The relationship between oil prices and US Treasury yields is at its…
=F $SI=F $PL=F Gold fell 3.57% to $4,167 an ounce, its lowest level in seven weeks. Rising crude oil prices are feeding inflation concerns and hardening expectations for…
US equities fell as rising oil prices and climbing Treasury yields weighed on investor sentiment. Uncertainty over potential Iran war peace deal negotiations kept markets cautious. Federal Reserve…
=F $NEM Gold fell sharply, with spot prices quoted at $4,155.6 an ounce, down 3.83% on the session. Rising oil prices, higher real yields, and markets pricing additional…
