Gold, oil, natural gas and metals coverage focused on supply, demand, prices and the macro forces driving them.
Spot gold fell sharply in early U.S. trading Monday, trading near $4,155.60 an ounce, down 3.83% on the session. Spot silver also sold off hard, with the gold/silver…
=F Northern Star Resources rejected a roughly $27 billion takeover bid from South Africa’s Gold Fields. The combined company would have ranked as the world’s No. 2 gold…
Global bonds resumed their slide as Middle East tensions pushed oil prices higher, reviving inflation concerns. Rising crude prices feed directly into headline inflation and complicate the outlook…
Venezuela holds the world’s largest crude oil reserves, but reviving its industry could require more than $100 billion in investment. The U.S.-led restructuring of Venezuela’s oil sector has…
=F $USO Gold traded at $4,228.60, down 2.14% on the day, falling below the $4,300 mark. Rising oil prices and renewed expectations of a Federal Reserve rate hike…
South Korea’s three-year government bond yield climbed to its highest level since November 2022 as the local market reopened after holidays. The move tracked a broader global bond…
China agreed to import at least 10 million metric tons of US coal next year and again in 2028, per the White House. The pledge emerged from a…
Iran has proposed a seven-day plan to reopen the Strait of Hormuz and end fighting in the Middle East war, transmitted to Washington via Qatari mediators. President Donald…
Pimco is facing a loss of roughly $35 million on a commercial mortgage-backed security tied to a two-tower office complex in downtown Philadelphia. The loss represents about 70%…
Vista Energy is an Argentina-focused oil and gas producer with core assets in the Vaca Muerta shale formation. The company has grown production and reserves through drilling efficiency…
Goldman Sachs reiterated a Buy rating on Five Below ($FIVE) stock. The note cites a shift in the retailer’s sourcing strategy as a key driver. Five Below is…
Iran Ties Hormuz Reopening to US Sanctions Relief Iran has told US President Donald Trump it is willing to open the Strait of Hormuz within six days, provided…
Shanghai Gold Exchange Forces Banks to End Retail Leverage At least a dozen Chinese banks are winding down retail leveraged precious-metals trading after the Shanghai Gold Exchange mandated…
Brent Surges Past $105 as Hormuz Standoff Escalates Brent crude oil futures climbed 2.15% on Thursday, 24 September 2026, settling at $105.30 per barrel, as negotiations between Iran…
Bank of England Deputy Governor Clare Lombardelli said policy is “increasingly likely to need to tighten” if elevated energy prices persist. She cited the Middle East conflict’s energy…
The U.S.-China trade truce has been extended for two months, pushing the expiration from November to Jan. 10, according to Treasury Secretary Scott Bessent. Bessent tied the extension…
Rosneft Billions Funneled Through Shadow Network A Financial Times investigation published on September 23, 2026, has uncovered that Russian state oil giant Rosneft operated a hard-currency money-laundering network…
Iran’s Diplomatic Overture Sinks Crude Prices Oil prices fell sharply on Thursday after Iran’s foreign ministry said it is open to diplomacy to end the ongoing conflict in…
Brent Plunges 5% on Record Asian Crude Imports Oil prices fell sharply on Thursday, 24 September 2026, with Brent crude tumbling 5.03% to $97.90 a barrel. The selloff…
South Korea’s 10-Year Plan To Slash Middle East Oil Dependence South Korea’s industry ministry has drafted a 10-year natural resource security plan aimed at cutting the country’s reliance…
=F Asian equity benchmarks finished mixed, with no single regional direction dominating the session. Oil prices fell after President Trump said the United States and Iran met at…
Brent Breaks $99 As Middle East Ceasefire Hopes Build Brent crude fell below $99 a barrel on Wednesday, 23 September 2026, trading at $98.44, down 0.82% on the…
Oil prices fell for a sixth straight session, the longest losing streak in a year, with Brent and WTI both under pressure. Reports that Saudi Arabia has restarted…
Gold Retreats to $4,339 as Risk Appetite Returns Spot gold fell 1.02% to $4,339.1 an ounce on Tuesday, September 22, 2026, as a sharp rebound in global equities…
Tech Rally Stalls as Oil Reclaims Market Attention A rally in technology stocks lost momentum on Tuesday, 22 September 2026, as oil prices swung back into focus. Brent…
US Threatens to Shut Down Iranian Airlines Globally On Monday, September 21, 2026, US Treasury Secretary Scott Bessent issued a stark warning to Iranian airlines: comply with US…
Trump-Venezuela Oil Deal Targets 500,000 Bpd But Aging, Distant Fields Threaten Output Goal A US-backed venture to revive Venezuela’s oil industry, announced on September 18, 2026, has set…
Gold Slips 0.54% to $4,401.1 as Contango Builds Gold changed hands at $4,401.1 on Monday, 21 September 2026, down 0.54% on the session. The decline comes as futures…
China Adds US Soybean Purchases Before Trump-Xi Meeting China bought additional cargoes of US soybeans just days ahead of a planned summit between President Donald Trump and President…
Brent Crude Plunges 5.7% To $97.92 Brent crude oil tumbled 5.73% on Monday, 21 September 2026, settling at $97.92 a barrel as traders bet that supply disruptions from…
