Commodities (Crude Oil & Copper) & Macro Outlook

According to Daishin Securities, South Korea announced $200 billion in strategic U.S. investment projects on September 30, comprising a Texas natural gas-fired power plant ($22 billion+), eight large nuclear reactors ($100 billion construction + $20 billion contingency), and the Alaska LNG project (

Oil prices rose for a second consecutive trading session on October 1 (US Eastern time), with WTI crude climbing $2.45 to $92.87 per barrel and Brent crude surging $4.28 to $102.31. The rally was driven by China's directive to suspend petroleum product exports and reports that the US may

According to Reuters, crude oil prices rose for a second consecutive day on October 1 (U.S. Eastern time). WTI November futures surged $2.45 (2.71%) to close at $92.87 per barrel, while Brent December crude jumped $4.28 (4.37%) to $102.31 per barrel. China halted petroleum product exports to

According to market strategists, France's 10-year government bond spread over Germany surged to 141 basis points on Thursday (October 1), marking the highest level since 2012. Goldman Sachs analysts point to deteriorating French public finances and political gridlock over the budget. France's CDS pr

US 10-year Treasury yields reached 5.342% on local time October 1, the highest level since April 2002, before reversing sharply to close at 5.233%. The S&P 500 index fell to two-week lows during trading before recovering to close 0.2% higher. Strong employment data and persistent inflation

According to Chile's Mining Minister, the recent decline in copper production is a temporary phenomenon despite a series of setbacks in the world's largest copper-producing nation. The minister expressed optimism about output levels for next

According to Iranian Revolutionary Guards, citing the Persian Gulf Shipping Authority (PGSA), three UAE-related oil tankers attacked recently in the Strait of Hormuz—ALRUWAIS, SINBAD, and MERSIN PROSPERITY—were previously listed on PGSA's updated non-compliance roster. The PGSA said multiple tankers

On Thursday (October 1), the U.S. Brent crude oil fund surged 4.76%, leading major ETF asset classes. The VIX bullish fund rose 1.02%, the U.S. dollar index fund gained 0.66%, and gold ETF climbed 0.5%. Russell 2000 index ETF, 20+ year U.S. Treasury ETF, Nasdaq-100 ETF, investment-grade corporate

A British maritime trade organization has reported that an oil tanker caught fire after being struck by an unidentified object while transiting the Strait of Hormuz. The incident was confirmed by the organization, which coordinates maritime safety information in the

According to Bloomberg data, on Thursday (October 1), Chicago wheat futures rose 1.22% and ICE raw sugar futures surged 7.54% in New York afternoon trading. CBOT corn futures gained 0.25%, while soybean futures declined 0.72%. The Bloomberg Grains Index, which tracks the broader commodities

On Thursday, the U.S. Trade Representative held discussions with European Union partners regarding diesel export matters, according to the official statement.

According to Jin10, on October 2, U.S. Energy Secretary Wright expressed high confidence that Europe will release emergency diesel stockpiles to help ease global fuel price pressures, stating that "positive news may be forthcoming." The Trump administration has previously requested Germany and

WTI November crude oil futures closed at $92.87 per barrel on October 1. NYMEX October natural gas futures settled at $2.9670 per million BTU, while October gasoline futures closed at $3.4026 per gallon. NYMEX October heating oil futures settled at $4.6420 per gallon.

Brent crude oil rose more than 4% to $101.53 per barrel intraday on October 1, while WTI crude climbed 2.87% to $92 per barrel.

Oil prices and interest rates dominated the third quarter as renewed pressure from diesel-fuel prices related to the Iran war pushed the market and the Federal Reserve toward higher rates. Rate-sensitive sectors including small caps and momentum stocks suffered significant declines during the

According to Axios, oil price pressure—particularly in diesel fuel—related to the Iran war and subsequent interest rate hikes dominated the third quarter of 2026. The combined effect weighed heavily on rate-sensitive market segments: small-cap stocks (Russell 2000) and momentum stocks suffered due t

The Commodity Futures Trading Commission (CFTC) has announced a webinar scheduled for October 6, from 2 p.m. to 3 p.m. EDT, focusing on financial scams. The event is organized in collaboration with the National Futures Association (NFA), Securities and Exchange Commission (SEC), and Financial

According to the CFTC, the Commodity Futures Trading Commission will host a webinar on financial scams on October 6 from 2 p.m. to 3 p.m. EDT, in collaboration with the NFA, SEC, and FINRA. The event aims to educate investors on identifying and avoiding various scams threatening their financial

According to available data, Venezuela's oil exports declined to 1.08 million barrels per day in September.

The United States has requested the European Union release 120 million barrels of diesel into the market over 180 days, according to a report by Cointelegraph on October 1. Washington warned it could impose an export ban on products including US-made diesel if the EU rejects the request. No