Commodities (Crude Oil & Copper) & Macro Outlook

US stock indices opened higher on August 25 (local time), with the Dow Jones Industrial Average rising 95.77 points (0.18%) to 53,512.93, the S&P 500 gaining 30.38 points (0.40%) to 7,683.24, and the Nasdaq Composite advancing 181.63 points (0.70%) to 26,161.82 as of 9:34 AM. The gains were driven

The US Dollar depreciated against major currencies on August 25 as international oil prices plunged over 3% amid signs of easing tensions between the United States and Iran. The dollar index (DXY) fell 0.134%

US Treasury bond prices rose on the 25th as oil prices plunged on prospects of de-escalating US-Iran tensions. The 10-year Treasury yield fell 3.70 basis points to 4.6660% as of 7:46 AM Eastern Time, according to Yonhap Infomax overseas interest rate data. The decline followed reports that the

According to a joint statement by Iranian Foreign Minister Abbas Araghchi and Omani Foreign Minister Badr bin Hamad Al-Busaidi on August 25, the two countries have agreed on a framework for establishing a temporary joint shipping corridor through the Strait of Hormuz and implementing joint

According to Yonhapinfomax, on August 25 afternoon (U.S. Eastern Time), the U.S. dollar weakened as tensions between the United States and Iran showed signs of easing. The dollar index (DXY) fell 0.133 points to 98.883, down 0.134% from the previous close of 99.016. The USD/JPY pair declined 0.021

According to Yonhap Infomax, on August 25 (US Eastern Time), U.S. Treasury prices rose amid declining yields, driven by easing tensions between the United States and Iran and a sharp drop in crude oil prices. The 10-year Treasury yield fell 3.70 basis points to 4.6660%, while the 2-year yield declin

According to Shanghai Futures Exchange data released on August 26, crude oil bitumen warehouse inventory fell by 3,470 tonnes compared to the previous trading day, declining to 10,760 tonnes. Other energy and chemical futures inventories, including pulp, coated paper, fuel oil, and medium sulfur cru

At the noon close on August 26, China's domestic futures markets declined broadly. Xylene, methanol, propylene, and ethylene glycol (EG) hit limit down, while low sulfur fuel oil (LU) fell nearly 9%, fuel oil dropped nearly 8%, and WTI crude fell approximately 6%. Synthetic rubber, benzene, and

According to TASS, Russia's Novorossiysk grain terminal has suspended grain shipments following drone attacks in August.

Gate News reports that, according to an official announcement from Gate, the platform will adjust its USDT-margined perpetual futures fee rates effective September 1, 2026. USDT-margined TradFi perpetual futures, including those related to stocks, metals, indices, forex, and commodities, will adopt an independent fee schedule. VIP-level Maker fees will range from 0.0000% to 0.0200%, while Taker fees will range from 0.0120% to 0.0500%. Market maker (MM) fee rates will also be updated, with TradFi

Methanol futures on the Zhengzhou Commodity Exchange hit the daily limit down today, trading at 2,769 yuan per ton with a 6% decline.

According to Deutsche Bank strategist Erik Liem, positive developments from Iran pushed oil prices lower on August 26, prompting a rally in German government bonds. German 10-year bond yields are testing levels below 3.2%, with German bonds strengthening on both absolute price and swap-relative

According to Jin10 data, Ukraine's attacks on August 26 disrupted Russian oil flows, with crude exports falling to 3.46 million barrels per day. Separately, sources indicate Russia plans to extend its diesel export ban through the end of

According to Jin10 and analytics firm Kpler, Indian refiners are cutting Russian crude oil imports this month as Ukrainian attacks disrupt supply routes. Kpler senior modeling manager Sumit Ritolia said Russia's oil shipments to India are expected to drop to approximately 2 million barrels per day i

According to Jin10 Futures, as of the Aug 25 close, China's gasoline crack spread rebounded to a stage-high of 1,660.72 yuan/ton, up 40.78% compared to the previous week's average. Diesel crack spread reached 1,403.63 yuan/ton, up 47.86% week-over-week. Crude oil costs have risen for six

According to Jin10, Brent crude oil futures on CME saw trading volume increase by 56,662 contracts to 188,732 and open interest rise by 5,932 to 270,420 on August 25, signaling heightened trading activity and participation. WTI crude oil trading volume surged 179,004 contracts to 779,958, though op

According to Jin10 data and Kpler shipping tracker, on Tuesday, August 26, only five commodity ships transited the Strait of Hormuz, below the 10-day average of 15 vessels. The vessels included two liquefied petroleum gas tankers and one asphalt tanker departing the strait, plus two empty product ta

According to Jin10, on August 26, at least three Indian refiners and a global energy major plan to stop using vessels on Iran's newly published blacklist of 45 ships, including those used for ship-to-ship transfers. Iran released the blacklist this week, stating the vessels violated its

Park Sang-hyuk, editor-in-chief of Digital Asset, stated that Bitcoin has established itself as a dollar hedge asset during an appearance on SamproTV on the 26th. Park explained that Bitcoin prices fell on May 25 when US Treasury yields declined due to easing inflation concerns following oil price d

According to TrendForce, global energy storage battery cell shipments exceeded 460GWh in the first half of 2026, surging approximately 94% compared to the same period in 2025.