Commodities (Crude Oil & Copper) & Macro Outlook

Energy Secretary Sharon Garin announced on Monday, September 28, that fuel prices in the Philippines will decrease starting Tuesday, September 29, after three consecutive weeks of steep increases. The rollback — gasoline down by P0.24 per liter, diesel down by P7.57 per liter, and kerosene down by P

According to Energy Secretary Sharon Garin, fuel prices in the Philippines will decrease starting September 29, with gasoline rolling back by P0.24 per liter, diesel by P7.57 per liter, and kerosene by P5.85 per liter. President Ferdinand Marcos Jr. also suspended excise taxes on liquefied

TotalEnergies confirmed it will allocate 40% of cash flow to shareholder returns while pursuing deleveraging, with net debt expected to fall below 10% by end-2026. The energy company set oil and gas production growth targets of 2-3% annually for 2030-2035, while planning to increase renewable

TotalEnergies announced targets to increase energy production by 4% annually through 2030, with free cash flow expected to grow by $10 billion through 2030 (based on constant oil price assumptions). The company plans share buybacks of $2.5 billion in Q4 2026 and $2.0–2.5 billion in Q1 2027, with ne

According to Guru Club, live hog futures (LH1611) fell 4.01% to 10,295 yuan/ton today (September 28), with open interest declining by 7,700 contracts.

Energy data firm Keplr reported on the 27th (local time) that September crude oil exports from major Middle Eastern producers reached 12.8 million barrels per day, the highest level since the Iran war began in late February. The recovery is attributed to increased shadow fleet tanker operations

According to energy data provider Kpler, crude exports from major Middle East producers—including Saudi Arabia, the UAE, Iraq, Oman, Qatar, Kuwait, and Iran—hit 12.8 million barrels per day in September, marking the highest level since the Iran war began in February 2026. This represents a decline o

According to Reuters, Indian Oil Company purchased Iraqi crude oil for October loading at a price $28 per barrel below the Dubai benchmark.

According to Jin10, US-Iran peace talks stalled on September 28, driving oil prices higher and pushing Treasury yields to near multi-year highs. Peace negotiators are urging Iran to make concessions on its nuclear program to restart ceasefire negotiations with the US. President Trump previously

According to surveys by Bank of America and Bloomberg, U.S. 30-year Treasury yields surged to 5.52% last week, marking the highest level since 2004, while 10-year yields rose to 5.23%, the highest since 2007. A majority of respondents—62% at BofA and 53% at Bloomberg—forecast 30-year yields will rea

WTI crude oil and Brent crude oil both gained over 2% intraday today. WTI crude is trading at $93.18 per barrel, while Brent crude is at $99.38 per barrel.

Sentinel Investment, a subsidiary of AI financial venture Sentinel Deep Active, completed its registration as a professional discretionary investment firm and announced on the 28th it will launch AI-powered asset management services. The company pursued the registration to apply the financial invest

Low-sulfur fuel oil (LU) futures main contract rose 2.00% intraday, trading at 5,654 yuan per ton.

SC crude oil futures main contract rose 2.00% during intraday trading today, now trading at 739.30 yuan per barrel.

Sentinel Investment, a subsidiary of AI venture firm Sentinel Deep Active, completed its registration as a professional discretionary investment manager on September 28, the company announced today. The firm will now fully launch AI-driven asset management operations using technology developed by it

According to JPMorgan strategists, the recent bond selloff on September 28 reflects stronger-than-expected PMI data, particularly from the eurozone and the United States, coupled with heightened market sensitivity to energy-related developments. Uncertainty surrounding potential U.S. diesel export r

According to Gate data, Brent crude oil (XBRUSD) surged to break through $104 per barrel, now trading at $104.02, up 1.6% from the previous trading session close.

PetroVietnam announced it is seeking to purchase 150 million British thermal units (MMBtu) of liquefied natural gas (LNG) spot cargoes, with delivery scheduled between October 23 and 30.

According to the National Energy Administration on Sept. 28, China will ensure sufficient and stable natural gas supply during the heating season this winter to guarantee warm homes for citizens. The authority identified challenges including ongoing Middle East tensions and extreme weather risks.