Commodities (Crude Oil & Copper) & Macro Outlook

According to the Financial Times on September 14, surging oil prices driven by escalating Middle East tensions are prompting the Bank of England to restart internal debate on whether to raise rates before year-end. The Monetary Policy Committee will convene later this week to discuss the key

According to Reuters, citing Oman's energy minister on September 14, the Strait of Hormuz will reopen, though the situation may remain temporary. The minister noted that surging oil and liquefied natural gas prices are unsustainable for all parties and that stability should be established in the

From 03:30 to 03:45 on September 14, 2026 (UTC), BTC’s 15-minute candlestick Return was -0.37%, with a price range of 77530.7–77821.9 USDT and an Ampl of 0.37%. The current price is $77590.7, with a 24-hour trading range of $76391–$77662. Overall, the market is showing a narrow-range consolidation pattern, with strong wait-and-see sentiment. The main drivers of this move were the dual pressures of escalating geopolitical conflict and expectations of a FED rate hike. Houthi forces attacked Saudi

According to Gassco on Sept 14, Norway's state-owned gas company has raised the estimated daily impact of Ormen Lange field's unplanned outage to 14.9 million cubic meters, up from the previously estimated 12.9 million cubic meters.

According to Jin10 Data on September 14, Baker Hughes (BKR.O) Chairman and Chief Executive Officer Lorenzo Simonelli stated that rising borrowing costs have not yet slowed investment in major energy projects. Simonelli noted that artificial intelligence infrastructure buildout is driving strong

Copper prices retreated from record highs following the release of US inflation data on September 11 that exceeded market expectations. The London Metal Exchange copper price, which had surged past $14,500 per metric ton earlier this month, declined as headline inflation rose 0.4% month-over-month a

U.S. stock index futures declined late Sunday ahead of the Federal Reserve's September rate decision scheduled for Sept. 15-16. Dow futures fell 0.04%, while S&P 500 and Nasdaq-100 futures dropped 0.42% and 1.11% respectively at 11:07 PM EDT, pressured by concerns over AI development pace and

Saudi Arabia faces limited options in responding to attacks by Iran-aligned Houthi rebels, with experts pointing to retaliation as the most likely course, according to analysis from CNN Business. Mohamed al-Basha, a Yemen expert and Washington DC-based risk consultant, stated that all current

According to CNN Business, pro-Iran Houthi forces seized control of Perim Island and Mocha port on September 13, consolidating their grip on the Bab el-Mandeb Strait. The moves followed drone attacks originating from Iraq that halted operations of Saudi Arabia's critical East-West crude oil

SC crude oil futures hit 900 yuan per barrel intraday today, marking the first time since its listing, with an intraday surge of 11.12%.

According to Jin10 Futures, as of September 11, frozen propane prices to South China rose 135.62 USD/ton, or 16.94% since August, while butane increased 139.43 USD/ton, or 16.46%. The gains are driven by escalating Middle East geopolitical risks, including ongoing U.S.-Iran tensions in the Strait of

According to Jin10, Chinese oil and gas major China National Petroleum (CNPC) Chairman Dai Houliang met with Indian Petroleum and Natural Gas Minister Hardeep Singh Puri in New Delhi on September 11, to discuss deepening bilateral cooperation. Other attendees included Indian Oil Corporation Chairman

According to the New York Times, the Trump administration plans to announce on Monday that the U.S. will no longer limit greenhouse gas emissions from coal and gas power plants. EPA administrator Lee Zeldin is expected to announce the policy shift during a G20 energy ministers meeting in Houston.

Japanese stocks showed mixed performance on September 14, with the Nikkei 225 index falling 852.71 points (1.33%) to 63,158.63 as of 9:10 AM, while the TOPIX index rose 1.58 points (0.04%) to 4,029.88. The Nikkei decline was driven by rising oil prices following Saudi Arabia's closure of a major

According to Yonhap Infomax, Japan's Nikkei 225 index fell 852.71 points, or 1.33%, to 63,158.63 on the morning of September 14, marking its lowest level in approximately one month. The decline came as rising crude oil prices offset gains from a stronger

Shipping data shows commodity tanker transits through the Strait of Hormuz dropped to single digits over the weekend, falling below the 10-day average of approximately 14 vessels per day.

According to Shanghai Steelunion, MMLC battery-grade lithium carbonate midprice fell to 134,250 yuan/ton today, down 750 yuan/ton from yesterday's close at 16:30.

The USD-KRW exchange rate rose to 1,347.50 won as of 9:09 AM on the 14th in the Seoul foreign exchange market, up 1.60 won from the previous trading day's Seoul close. The increase reflected strengthened expectations of a US Federal Reserve interest rate hike and rising oil prices. The Fed is

Korean government bond yields reached multi-year highs on the 11th as international oil prices surged past the psychological $100 barrier. The 3-year Korea Treasury Bond (KTB) 民平 yield hit 4.02%, the highest level since November 1, 2023 (4.065%), while the 10-year KTB yield reached 4.542%, marking t