Commodities (Crude Oil & Copper) & Macro Outlook

According to Jin10, as of September 29, U.S. airline fuel prices have surged due to elevated oil costs, pushing domestic airfares up 31% for November holiday travel—the highest level in a decade.

Hana Securities issued a Q3 performance outlook for LX International on the 30th, projecting the company will exceed market estimates driven by improvements in its logistics division. Analyst Yoo Jae-sun maintained a 'Buy' rating and ₩66,000 target price, citing rising shipping rates as a key

According to Qiao Lian, major steelmakers in Tangshan, Tianjin, and Zhangjiakou cut coke prices on September 30. Wet quenched coke prices fell 100 yuan/ton, while dry quenched coke fell 110 yuan/ton, effective

Hana Securities forecasts LX International's third-quarter earnings will surpass market expectations, driven by rising energy commodity prices and strengthening shipping rates. Analyst Yu Jae-seon stated in a report on the 30th that the company's Q3 revenue is projected to increase 12.8% year-over-y

According to Hana Securities analyst Yoo Jae-seon on September 30, LX International's third-quarter operating profit is expected to surge 109.8% year-over-year, with revenue rising 12.8%. The outlook is driven by strong energy commodity prices and elevated shipping rates. The analyst noted that risi

According to Yonhap Infomax, South Korea's 3-year government bond futures rose 3 basis points to 102.22 in overnight trading on September 30, while 10-year futures gained 9 basis points to 103.95. Meanwhile, U.S. 10-year Treasury yields climbed to 5.294%, marking the highest level since June 2007.

Oil prices declined as Saudi Arabia restarted its East-West pipeline and resumed crude shipments from Yanbu port on the Red Sea. WTI crude fell 3.8% to $89 per barrel while Brent crude dropped 2.5% to $95 per barrel, with oil transport volumes through the Hormuz Strait recovering to pre-war

On Tuesday, the S&P 500 ended 0.2% lower at 7,670.84, while the Dow Jones Industrial Average declined 0.3% to 51,349.92, pressured by elevated Treasury yields amid concerns over persistent inflation and government spending. The Nasdaq 100 added 0.2% to 30,339.33, with semiconductor stocks rising

According to Sui, CME Group launched micro SUI futures contracts with a size one-tenth that of standard contracts. The smaller contract size aims to accommodate traders with varying position sizes and risk management

According to sources, the Trump administration plans to announce a $54 billion Alaska liquefied natural gas project on September 30, with funding sourced from a U.S.-South Korea strategic investment framework. The LNG initiative is part of South Korea's broader $200 billion investment plan

US President Donald Trump may announce South Korean investment projects in the United States as early as May 30 (local time), according to foreign media reports on May 29. The announcement could include South Korea's strategic investment plans, potentially featuring the Alaska LNG development projec

According to foreign media on September 29, U.S. President Trump may announce as early as September 30 South Korea's strategic investment plan in the U.S., with its first project being a $22.3 billion natural gas combined-cycle power plant in Onsinas, Texas. The project is part of Korea's $350 billi

According to Jin10 data on September 30, international crude prices stabilized following a weekly decline as Saudi Arabia restored its East-West Pipeline output to at least 3.5 million barrels per day, roughly half of the pipeline's capacity. Simultaneously, the U.S. announced plans to release an

International oil prices fell to their lowest levels in approximately one month on September 29, with West Texas Intermediate (WTI) crude for November delivery dropping $3.22 (3.48%) to close at $89.38 per barrel on the New York Mercantile Exchange. The decline occurred as Saudi Arabia resumed oil e

On September 29, WTI crude oil for November delivery fell to $89.38 per barrel, down 3.48%, marking its lowest level in approximately one month, according to NYSE trading data. Brent crude declined 2.56% to $102.59. The price decline was driven by reports that Saudi Arabia has resumed oil exports th

Abu Dhabi Crown Prince Sheikh Khaled bin Mohamed Al Nahyan, who heads a $300 billion sovereign wealth fund, is directing investments into port infrastructure outside the Strait of Hormuz as part of the emirate's strategy to reduce reliance on the strategic waterway and counter Iran's influence over

According to data from the American Petroleum Institute (API), U.S. crude oil inventory rose 2.991 million barrels last week, compared to an increase of 1.786 million barrels the previous week.

According to the American Petroleum Institute, U.S. crude oil inventories declined by 101.9 million barrels for the week ended September 25, compared to a forecast decrease of 114 million barrels and the prior week's increase of 178.6 million barrels.

According to the American Petroleum Institute, U.S. crude oil imports declined by 248,000 barrels for the week ending September 25, compared to a decrease of 739,000 barrels in the previous week.

According to API data, U.S. crude oil production fell 28.2 thousand barrels per day in the week ended September 25, compared with a decline of 52.7 thousand barrels per day in the previous week.