Commodities (Crude Oil & Copper) & Macro Outlook

According to Oman's Foreign Minister Badr on September 26 at the UN General Assembly, Oman pledged to continue ensuring maritime safety in the Strait of Hormuz and called on all parties to cooperate in accordance with international law. The statement comes amid ongoing tensions; the strait's

According to BlockBeats, on September 27, U.S. Energy Secretary Wright stated that the U.S. military is assisting oil, natural gas, and fertilizer shipments through the Strait of Hormuz, with approximately 13 million barrels of oil transported daily via the strategic

According to Daishin Securities' analysis on September 27, KODEX 200 ETF led major asset classes with an 80.76% year-to-date return from January 2 to September 20, 2026. The South Korea benchmark ETF's performance exceeded five-bank one-year fixed deposit yields (1.99%) by approximately 40.6

According to the U.S. State Department, on Wednesday, September 23, the U.S. announced a $7 billion loan through the U.S. Export-Import Bank to support Argentina's energy, mining, and infrastructure projects through 2027. The funding will help Argentina purchase American equipment and hire U.S.

Korean stocks will seek direction this week by monitoring US inflation data and semiconductor earnings. KOSPI closed at 7080.92 on Sept 23, up 2.71% for the week of Sept 21-23, according to Korea Exchange data released Sept 27. High US Treasury yields create pressure, but AI investment

Asia-Pacific real asset manager ESR recently signed a contract to acquire 100% stake in Aquila Clean Energy APAC from Germany's Aquila Group, with the transaction expected to close in Q1 2027 pending regulatory approvals. The acquisition aims to secure power infrastructure as stable electricity

According to the investment banking sector, ESR, a leading Asia-Pacific real asset manager, has entered into an agreement to acquire 100% stake in Aquila Clean Energy APAC from Germany-based Aquila Group on September 27. The transaction is

According to Daishin Securities on September 27, KODEX200 ETF tracking South Korea's KOSPI 200 index surged 80.76% year-to-date through September 20, outperforming all major retail investment vehicles in 2026. The ETF rose from 60,460 won on January 2 to 109,285 won on September 20. West Texas

Iran is employing asymmetric warfare tactics similar to North Vietnam's strategy during the Vietnam War to sustain high oil prices, according to DB Securities analyst Kang Hyun-ki. The US-Iran conflict has entered its seventh month, defying earlier expectations of a quick resolution. Kang noted

According to DB Securities analyst Gang Hyun-ki, Iran is prolonging its conflict with the U.S. via asymmetric tactics similar to North Vietnam's Vietnam War strategy, with oil prices expected to remain elevated ahead of the U.S. midterm elections. The analyst noted that sustained high oil prices

According to Libya's National Oil Corporation, the main pipeline connecting Sabratha oil field to Zawiya refinery and export terminals resumed oil shipments on Sept 26 after valve closure for several days. The corporation said it had implemented safety measures to ensure stable crude supply to the r

According to Korea Exchange, KOSPI index closed at 7,080.92 on September 27, gaining 2.71% for the week as AI and semiconductor stocks led gains. The rally was supported by stabilizing international oil prices following reports that Iran offered to reopen the Strait of Hormuz amid reduced supply con

US liquefied natural gas (LNG) export companies are profiting from a widening price gap between American and European natural gas markets as Middle East conflict disrupts global energy supply. European benchmark TTF prices recently reached $24 per million British thermal units (MMBtu), more than

According to LNG Price Index as of September 23, European natural gas benchmark TTF prices hit $24 per million British thermal units (MMBtu), more than double the $10/MMBtu level seen in early 2026, driven by Middle East geopolitical tensions and constrained supply from Qatar. Meanwhile, U.S. natura

According to Saudi Foreign Minister Faisal at the 81st UN General Assembly on September 26, the Strait of Hormuz must be restored to its state before February 28, with no fees or restrictions imposed. Faisal emphasized that Gulf security is inseparable from regional and global

KODEX200, a Korean exchange-traded fund tracking the KOSPI200 index, delivered an 80.76% return from January 2 to September 20, rising from 60,460 won to 109,285 won and outperforming all major investment categories tracked by Daishin Securities. The ETF maintained its lead despite the KOSPI200 inde

According to Daishin Securities, KODEX 200 ETF, which tracks South Korea's KOSPI 200 index, delivered an 80.76% return through September 20, 2026, ranking first among major investment products year-to-date. The ETF's gain is 40.6 times higher than the 1.99% return on one-year fixed deposits. WTI

According to the CFTC, on September 24, the agency updated its crypto asset FAQ to permit futures commission merchants to invest client funds in licensed tokenized assets, provided the assets grant holders equivalent legal and economic rights to traditional forms and are held in compliant custody in

Sui announced that CME Group's micro futures now cover SUI and Sui ecosystem DeFi, according to Sui's X post today. The micro futures product provides the same risk management tools traditionally used in traditional commodity markets to crypto and DeFi

According to Jin10, on Monday, September 29, the U.S. Department of Transportation will finalize regulations significantly lowering fuel economy standards through 2031, reversing Biden administration policies that encouraged automakers to produce more electric vehicles. President Trump approved the