Commodities (Crude Oil & Copper) & Macro Outlook

According to E-daily, U.S. stocks gained on September 25 as AI-driven investment and strong corporate earnings supported the market despite elevated Treasury yields. The S&P 500 rose 0.51% to 7,743.41, while the Nasdaq Composite gained 0.48% to 27,068.71. For the week, the S&P 500 advanced 1.2% and

According to Politico on Sept. 25, the Trump administration will not pursue a diesel export ban to address record-high heating oil prices triggered by Iran tensions. Instead, three sources said the administration is considering shifting the issue to state governments, including expanding the use

According to the Wall Street Journal, Blue Energy Partners, backed by the Trump administration, is accelerating oil production expansion in Venezuela and may challenge Chevron's position as the country's largest private oil producer within the coming

According to Jin10, Iran's Foreign Minister Araghchi said on September 26 that Iran has submitted a concrete seven-day plan to the United States. He stated that if the U.S. accepts the proposal, the Strait of Hormuz will ultimately reopen. Araghchi noted that the measures required from the U.S.

On Friday, Sept 25, Emerging Markets ETF rose 1.09% and Japanese Yen Long ETF gained 1.07%, leading major U.S. asset class ETF moves. The Dow Jones ETF rose 0.94%, S&P 500 ETF advanced 0.54%, and Nasdaq-100 ETF gained 0.46%. Brent Oil Fund fell 3.54%, marking the largest decline among tracked

According to YPF, Argentina's state oil company raised fuel prices nationwide by 1% starting Friday, September 26, citing a price buffer mechanism implemented in April to manage impact from Middle Eastern conflicts on global crude prices.

According to the U.S. Commodity Futures Trading Commission (CFTC), speculative traders reduced net short positions in Chicago Board of Trade (CBOT) U.S. Treasury futures by 47,352 contracts during the week of September 22, bringing total net shorts to 155,805 contracts.

According to CFTC data, as of the week ending September 22, speculators increased their net long positions in West Texas Intermediate (WTI) crude oil by 8,952 contracts to 148,467. Meanwhile, speculators reduced net short positions across the four major natural gas markets on NYMEX and ICE by 27,105

According to CFTC data for the week through September 22, COMEX gold speculators reduced net long positions by 5,727 contracts to 131,334. Silver speculators increased net long positions by 385 contracts to 13,016. Copper speculators added 17,108 contracts to net long positions, reaching 82,649 con

According to CBOT data, as of September 25, Chicago wheat futures fell 1.44% this week to $7.04 per bushel, while soybeans rose 1.27% to $13.20 per bushel. Corn futures gained 0.24% to $5.2875 per bushel over the same

According to Politico, the Trump administration is considering diesel price relief measures this week or early next week, rather than imposing export restrictions, citing three sources familiar with the matter. Potential measures include increasing tax-exempt diesel supply for agriculture and

According to Fars News, Iran on September 26 denied reports of resumed negotiations with the U.S., calling Western media coverage on the matter "fabricated news" aimed at influencing markets and oil prices. Iranian officials dismissed reports that Iranian technical experts had traveled to New York t

WTI November crude futures closed down $2.20, or 2.32%, at $92.41 per barrel today, extending weekly losses to nearly 3.82%. In energy markets, NYMEX October natural gas futures settled at $3.1960 per million British thermal units, while October gasoline futures closed at $3.3934 per gallon and Octo

According to sources cited by Bloomberg, Germany is discussing plans to mandate natural gas utilities, power plant operators, and traders to fill storage facilities to full capacity next year. The proposed scheme would set minimum gas injection quotas, requiring companies to maintain specified

According to ICE data, diesel speculators' net long positions declined by 3,835 contracts to 90,831 for the week ending September 22.

According to the Intercontinental Exchange (ICE), Brent crude oil speculative net long positions decreased by 64,543 contracts to 218,114 for the week ending September 22.

According to Jin10, the Rhine River in Germany reached a historic low water level of 2 centimeters near Koblenz on September 25, 5 centimeters lower than the previous record set on August 17. Germany's Rhine Waterway and Navigation Authority stated that the situation remains tense. Water levels at m

According to U.S. officials cited by Al Jazeera, approximately 40 million barrels of oil passed through the Strait of Hormuz over the past 48 hours.