Commodities (Crude Oil & Copper) & Macro Outlook

Gate News message, April 28 — The director of the U.S. Congressional Budget Office, Philip Swagel, said on April 27 that the federal government's budget deficit will increase by approximately $1.1 trillion over the next decade. Swagel attributed the widening deficit to rising energy prices caused b

美伊谈判陷入僵局，霍尔木兹海峡紧张推高油价，比特币跌破 7.7 万美元。本文分析地缘风险如何通过宏观预期与资金流动传导至加密市场。

美國證券交易委員會（SEC）於 4 月 27 日發布通告，就紐約證券交易所 Arca（NYSE Arca）提出的擬議規則變更公開徵求意見。根據 SEC 文件，NYSE Arca 尋求修訂第 8.201-E 條（大宗商品信託股份的通用上市框架），規定信託淨資產價值的至少 85% 須持有該規則已允許的合格資產。

Gate News message, April 28 — Two oil tankers carrying approximately 4 million barrels of Iranian crude successfully passed through the Strait of Hormuz on April 24 (local time) bound for Asia, according to Reuters reporting on April 27, citing satellite analysis from TankerTrackers.com. However, si

Gate News message, April 28 — Gold prices rose to $4,693.08 per ounce, up 0.24% intraday, while silver climbed to $75.876 per ounce, gaining 0.53%. BVIX (Bitcoin volatility index) stood at 41.67, down 0.10% intraday. EVIX (Ethereum volatility index) was at 59.90, declining 2.12%. On the currency

Gate News message, April 28 — A U.S. official stated on April 27 that President Trump is dissatisfied with Iran's latest proposal, saying it fails to address Iran's nuclear program, the core issue at stake. Trump has discussed the proposal with his national security team. Iran's proposal suggests d

Gate News message, April 27 — Asian stock markets are expected to open weaker on Tuesday, April 28, as investors focus on earnings from U.S. technology giants with a combined market value of approximately $16 trillion. The broader U.S. stock market has recovered to record highs, largely supported by

Gate News message, April 27 — Tom Lee, chairman of Bitmine, stated that Ethereum has outperformed the S&P 500 index (U.S. benchmark equity index) by 1,696 basis points since the U.S.-Iran conflict, making it the best-performing single asset globally aside from crude oil. According to Lee, ETH has de

Gate News message, April 27 — Brent crude oil climbed above $108 per barrel while WTI crude (West Texas Intermediate, the U.S. benchmark) surged past $96 in volatile trading as the Strait of Hormuz remains effectively closed. The price gains reflect both immediate supply disruptions and stalled dipl

Gate News message, April 27 — Due to U.S. blockades on Iranian ports, Iran is unable to ship oil to customers and empty tankers cannot dock to load cargo, causing petroleum inventories to accumulate. To prevent certain oil fields from shutting down, Iran has begun storing crude oil on floating tanke

Gate News: According to the latest Gate TradFi data, OJUICE (Orange Juice) has surged by 4% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

Gate News message, April 27 — The escalating conflict in the Persian Gulf has disrupted global oil flows, with Brent crude briefly surging above $119 per barrel and WTI spiking sharply from pre-conflict levels. While both benchmarks have retraced, crude prices remain near $100 per barrel, forcing ma

Gate News message, April 27 — Six tankers carrying approximately 10.5 million barrels of Iranian crude oil were intercepted by U.S. military forces in recent days and forced to turn back through the Strait of Hormuz, according to data from oil tanker tracking website

Singapore's manufacturing production increased by 10.1 per cent year-on-year in March 2026, bouncing back after a slight dip in February, according to data released by the Economic Development Board (EDB) on April 27. The slower February growth was attributed to temporary shutdowns during the

日銀4月會議維持0.75%，市場預期6月再升息。日圓約159.5，油價上漲抬升日本進口成本，成長壓力增。中東局勢與物價走高為主要風險。對台灣投資人：日股、日圓相關成本與旅遊需求受惠程度並存。若6月中東局勢緩和、油價回落，日銀恐在年內升至1.0%，成轉折點。

Gate News message, April 27 — Gate released its Q1 2026 quarterly report, showcasing sustained expansion across core business segments. Gate Perp DEX entered a scaling phase in the first quarter, recording cumulative trading volume exceeding $13 billion, surpassing 10 million trades, and expanding t

Gate News message, April 27 — UK Chief Secretary to the Treasury Darren Jones warned on April 27 that global trade will face an eight-month lag in recovery even after the Iran war is resolved, meaning British families could experience economic consequences until Christmas. The Strait of Hormuz, a cr

中東戰事延宕推升油價，高盛將第四季布蘭特預測從80美元上調至90美元，WTI亦估83美元；預計波斯灣原油出口要到6月底才能恢復，且恐出現永久性產能「疤痕效應」，每日約減50萬桶。布蘭特現貨突破106美元，美股因強勁財報逆勢創新高。

比特幣於 4 月 27 日（週一）亞洲早盤跌破 78,000 美元；同期受美伊第二輪和平談判再次破局影響，布蘭特原油價格上漲 1% 至每桶 106.50 美元，美國原油（WTI）同步上漲 1% 至每桶 95.40 美元。以太幣報 2,335.24 美元，瑞波幣報 1.4230 美元。

根據國際能源總署（IEA）於 4 月 26 日發布的分析及市場數據，2025 年五大科技公司的合計資本支出超過 4,000 億美元，主要投入 AI 基礎設施建設，規模已超越全球石油和天然氣生產的年度投資規模。IEA 估計，2026 年相關資本支出可能進一步增長 75%。