Commodities (Crude Oil & Copper) & Macro Outlook

According to Guru Club, Colombia's national oil company CEO announced on September 26 plans to advance conventional and unconventional oil and gas projects, implement hydraulic fracturing, and continue offshore exploration

According to Senator Ted Cruz, the White House has committed to not banning U.S. diesel exports, he told refining industry leaders on Friday evening. The commitment comes as diesel prices have reached record highs, prompting the government to evaluate options to lower pump prices, which the Trump ad

Daishin Securities analyst Choi Jin-young stated that immediate recession concerns from oil prices exceeding $100 per barrel are premature when considering real oil prices adjusted for inflation. The analyst noted that the International Energy Agency warned of demand destruction from surging oil pri

According to Choi Jin-young, a researcher at Daishin Securities, while international crude oil prices have surpassed $100 per barrel and triggered recession concerns, an analysis of real oil prices—adjusted for inflation—suggests an immediate economic downturn is premature. Choi noted that when

The global LNG supply chain is restructuring around the United States after the US-Iran war reduced Middle East LNG supply, with new Final Investment Decisions for LNG projects confirmed in the US. The midstream sector — covering liquefaction, transportation, storage, and regasification — is

According to Reuters and Yuanta Securities analyst Ko Kyung-beom, Middle Eastern LNG supply has declined significantly following U.S.-Iran tensions, prompting a restructuring of the global supply chain toward U.S.-centered production as of September 21. The shift is elevating the role of midstream i

According to Jin10 Data, President Trump posted images on social media on September 26 comparing oil prices above $100 per barrel during recent presidential terms. The data showed that during Obama's presidency there were 308 such days, 83 days under Biden, zero days during Trump's first term,

According to CNBC, the U.S. and China agreed on September 26 to extend their one-year trade truce by two months to January 10, 2027, U.S. Treasury Secretary Scott Bessent said. The extension aims to maintain lower tariff levels and secure rare earth supplies. The two-month extension is shorter

According to securities industry reports, as of September 2026, South Korean engine makers' cumulative orders for China reached approximately 1.4 trillion won (roughly $1.05 billion), marking an all-time high. The surge is driven by surging shipbuilding demand and dual-fuel engine requirements. Chin

Korean individual investors increased net purchases of government bonds from 1.2 trillion won in July to 1.8 trillion won in September as domestic and international stock markets entered a sideways phase without clear leading sectors. The relative appeal of bonds offering 4-5% absolute returns has r

According to ECB Deputy Chief Boris Vujcic on Friday (September 26), energy prices will remain elevated for an extended period due to the ongoing Middle East conflict, with potential spillover effects to broader inflation. Speaking at a joint ECB-Cleveland Fed conference, Vujcic highlighted

According to Guru Club, Brent crude oil fell below $98 on September 26, declining more than 1.7% during the session.

According to Yonhapnews, the U.S. dollar-South Korean won exchange rate ended the week at 1,357.00 won on September 26, down 0.50 won from the previous Seoul close and 12.00 won lower than 24 hours earlier. The dollar-won has weakened 28.50 won from a week ago, reflecting yen strength and

According to Jin10, a U.S. official disclosed on September 25 that the United States is engaged in "active and constructive" discussions with Iran regarding the reopening of the Strait of Hormuz, following Iran's proposal to open the waterway and resume negotiations once accepted. The official

According to Digital Daily, South Korea's benchmark KOSPI will reopen on September 28 following a two-day Chuseok holiday closure (Sept 24-25), while U.S. markets operated normally. During the holiday, U.S. 10-year Treasury yields surged to 5.19%, up roughly 0.20 percentage points in two days and hi

According to Yonhapinfomax, on September 25, U.S. stock indexes closed higher as Iran's Foreign Minister Abbas Araghchi proposed a seven-day roadmap to end hostilities and reopen the Strait of Hormuz, easing geopolitical tensions. The Dow Jones Industrial Average rose 0.93% to 51,828.62, the

Pyth Network expanded its Pro services market coverage to include US ETF and Korean equity data, along with additional 24/7 cryptocurrency feeds and agricultural commodity futures. The expansion aims to improve data accessibility for institutional traders. Pyth Network provides real-time market data

According to @PythNetwork, the oracle network has expanded its Pro services with new US ETF and Korean equity market coverage, along with 24/7 cryptocurrency feeds and additional agricultural commodity futures. The expansion aims to enhance institutional traders' access to real-time market data