Commodities (Crude Oil & Copper) & Macro Outlook

The U.S. oil rig count reached 599 in the week of September 25, increasing from 595 in the prior week.

U.S. oil drilling activity increased during the week of September 25, with the rig count rising to 455 from 452 the previous week, according to Baker Hughes data.

According to Iranian officials and Foreign Minister Araghchi, on September 26, Iran refused to compromise on its nuclear program and vowed to keep the Hormuz Strait closed until the United States meets all of Tehran's conditions. Iran

According to Gate data, Brent crude oil (XBRUSD) fell to $101.82 per barrel in the past 24 hours, marking a 5.1% decline.

According to Odaily, U.S.-Iran negotiations entered the technical consultation phase today (Sept. 25), with Brent crude oil falling 4% intraday to $96.71 per barrel, according to Gate data.

According to Jin10, WTI crude oil fell 3.5% intraday on September 26, trading at $90.54 per barrel, while Brent crude dropped over 4% to $96.56. The decline followed reports that U.S.-Iran negotiations have entered a technical consultation phase, with market participants expecting potential relief i

According to Guru Club, on September 26, Brent crude oil futures fell 3.08% to $97.13 per barrel, while WTI crude oil futures declined 2.69% to $92.07 per barrel.

WTI crude oil fell 0.51 per barrel in 5 minutes, trading at 91.94. Brent crude declined 0.57 per barrel over the same period, settling at 97.05.

According to ICE and TTF data, European natural gas futures fell sharply on Friday, September 25. ICE UK natural gas futures dropped 4.15% to 179.770 pence per kilocalorie, declining 9.28% for the week. TTF benchmark Dutch natural gas futures fell 5.40% to 70.987 euros per megawatt-hour,

According to reports, Russia's Perm refinery halted processing operations on Friday following a drone attack.

According to Reuters, workers at Venezuela's Cardón refinery have reported that the crude distillation unit and fluid catalytic cracking unit have stopped production due to raw material supply issues.

US natural gas futures declined 6.00% intraday on September 25, trading at $3.167 per million British thermal units (MMBtu).

According to Apollo Global Management Chief Economist Torsten Slok, record-high diesel prices today pose a greater inflation threat than the Federal Reserve currently anticipates. Slok stated that diesel-related transportation costs, unlike gasoline prices, have inelastic demand due to their

During 14:00–14:15 UTC on September 25, 2026, BTC plunged 0.42% within 15 minutes, falling from around 84027 USDT to 83175 USDT, while the intraday Ampl reached 1.02%. Although the move was limited in magnitude, its pace was rapid, reflecting short-term selling amid mounting macroeconomic headwinds and cautious sentiment. The primary driver of the move was the Fed’s announcement of a 25-bps rate hike, bringing its target range to 3.75%–4.00% and sending a hawkish signal. This was compounded by c

US stock indices opened higher on the 25th (local time) at 9:55 AM New York Stock Exchange time, driven by artificial intelligence optimism. The Dow Jones Industrial Average rose 262.51 points (0.51%) to 51,612.49, the S&P 500 gained 28.63 points (0.37%) to 7,732.76, and the Nasdaq Composite

According to Yonhapinfomax, on September 25 (morning U.S. time), the Dow Jones Industrial Average rose 0.51% to 51,612.49, the S&P 500 gained 0.37% to 7,732.76, and the Nasdaq Composite climbed 0.49% to 27,070.59. Market sentiment improved amid growing AI optimism, driven by Meta's recent

According to Eni, Italy will implement price caps on diesel and gasoline starting September 28 for a 30-day period, with a potential extension through the end of the year.

According to Reuters, U.S. stock indices rose modestly on Friday, September 25, as oil prices retreated and bond markets stabilized following recent selloffs. The S&P 500 advanced 0.3%, the Nasdaq Composite gained 0.4%, and the Dow Jones Industrial Average rose 190 points, or 0.3%. The 10-year U.S.

According to Libya's National Oil Corporation, as of September 24, the forced closure of valves on the Sirah-to-Zawiya crude oil pipeline has resulted in production losses of 720,362 barrels and direct economic losses exceeding $75

Treasury yields hit multi-decade highs this week, with the 30-year Treasury yield reaching its highest level since 2004 yesterday and the 10-year note building on its biggest single-day jump in over a year. The rapid climb stems from persistent inflation and a growing U.S. debt pile, exposing