Commodities (Crude Oil & Copper) & Macro Outlook

According to Yonhapinfomax, the U.S. 10-year Treasury yield broke above 5% on September 14, reaching an intraday high of 5.0140% at 11:26 a.m. local time—the first time since October 2023. The 5% level is considered a key psychological threshold in global bond markets. The yield surge was driven

According to Jin10, on September 15, President Trump attributed rising prices across the United States to the Biden administration, stating that oil prices were higher during Biden's presidency than current levels. Trump reiterated that once military conflict with Iran ends, oil prices will drop

According to sources, Saudi Arabia has increased crude oil exports through the Strait of Hormuz above August levels in the first 10 days of September and is seeking further supply increases.

According to Jin10, U.S. President Trump confirmed on Sept 15 that oil is flowing through the Strait of Hormuz. Trump stated that when the conflict ends, countries that have not helped the United States should and will provide compensation to

According to Gate data, Brent crude oil (XBRUSD) traded at $107.89 per barrel today, up 2.2% from the previous trading session close.

On Monday (September 14), ICE UK natural gas futures rose 3.15% to 204.500 pence/therm, with an intraday peak of 210.250 pence reached at 15:39 Beijing time. TTF Dutch natural gas futures gained 2.82% to 82.415 euros/MWh, reaching an intraday high of 84.531 euros. EU Emissions Trading System

According to BP, the company will conduct scheduled maintenance operations at its Whiting refinery in the coming days. The facility currently produces 440,000 barrels per day.

According to the U.S. Energy Information Administration (EIA), the U.S. Strategic Petroleum Reserve crude inventory declined by approximately 3.6 million barrels last week, falling to 285 million barrels, the lowest level

U.S. Strategic Petroleum Reserve crude stockpiles declined by approximately 3.6 million barrels last week, falling to 285 million barrels, the lowest level since 1982.

US Treasury yields rose on September 14 at 8:57 AM (US Eastern Time) after Saudi Arabia's East-West Pipeline suffered multiple attacks on September 10, disrupting operations and sending oil prices higher. The 10-year Treasury yield increased 0.90 basis points to 4.983%, while the 2-year yield rose 0

According to Yonhap Infomax, on September 14, the USD/KRW exchange rate surged to 1,350 won amid Middle East tensions and a spike in crude oil prices. As of 10:22 p.m. local time, the rate stood at 1,349.80 won, up 3.90 won from the previous Seoul market close. The surge followed reports that

According to Guru Club, U.S. data center natural gas demand is projected to increase by 15 billion cubic feet per day by 2035, more than double the previous forecast. An estimated 69% of power supply for newly connected data centers is expected to come from natural gas, while liquefied natural gas (

According to Guru Club, WTI crude oil futures rose 2.54% to $102.596 per barrel and Brent crude climbed 2.84% to $107.579 per barrel as of September 14.

WTI crude oil fell 1.4 per barrel to 98.749 on short-term trading, while Brent crude declined to 104.29 per barrel. The drop comes as former U.S. President Donald Trump stated that Russia and Ukraine have agreed not to target each other's energy

Oil futures fell sharply in recent minutes on September 14. WTI crude declined $0.74 per barrel to $102.67, while Brent crude fell $0.82 per barrel to $107.61. New York diesel futures narrowed gains, trading at $5.04 per gallon. President Trump stated that the Iran conflict has not caused

According to BlockBeats on September 14, Amundi (Europe's largest asset manager with approximately $2.8 trillion in assets under management) began buying 2-year U.S. Treasury bonds and unwinding previous short positions as 2-year yields surpassed 4.50%. The portfolio manager noted that rising oil pr

According to South Korean customs data, South Korea imported 10.12 million barrels of crude oil in August, down from 12.5 million barrels a year earlier.

Chinese commodity futures closed mixed on Sept 14, with fuel oil leading gainers at over 4%. Low-sulfur fuel oil (LU), coking coal, and asphalt rose over 3%, while paraxylene, polyester chips, and short-fiber polyester gained over 2%. On the downside, glass fell nearly 2%, soda ash, rubber, and

According to the Associated Press, a critical Saudi oil pipeline attacked last week will largely halt operations for several weeks during repairs, the agency reported on September 14. Two regional officials said the damaged pipeline will require significant downtime to restore