Commodities (Crude Oil & Copper) & Macro Outlook

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

Robin Brooks, former Goldman Sachs foreign exchange analyst, stated on May 13 (local time) that the attack on Saudi Arabia's East-West Pipeline will not meaningfully disrupt the kingdom's crude oil exports, calling the subsequent oil price surge a market overreaction. Brooks explained the attack

According to Jin10, Chevron Australia President Baliji Krishnamurthy said on Monday that liquefied natural gas prices, which have surged since the US-Iran conflict began, are unlikely to decline in the near term. "I don't see prices coming down" over the next six months, Krishnamurthy stated,

According to Jin10 Futures, on September 14, ethylene glycol prices rebounded in Zhangjiagang as crude oil rallied, with improved market sentiment and firm spreads. Spot quotations traded at 6,920-6,930 yuan/ton, with early spread trades recorded at 10+1,000 yuan. Forward spreads for next week

According to the South Korean bond market, three-year government bond yields rose to 4.02% on September 14, marking the highest level since November 2023. The 10-year yield reached 4.542%, while the 30-year yield hit 4.732%. The rally in government bond yields was primarily driven by surging

From 01:45 to 02:00 (UTC) on September 14, 2026, BTC rose slightly by 0.39% over 15 min, with prices fluctuating between 76,768.2 and 77,159.4 USDT and an Ampl of 0.51%. Over 24 hours, BTC fluctuated within a narrow range, declining by 0.06%, and is currently priced at $77,220.7. Market participation was extremely low, with a Filled Amount of only 356.81 BTC, as traders generally remained on the sidelines ahead of the FED interest rate meeting on September 16. The main driver of this narrow pric

According to CME FedWatch, on September 11, the U.S. August consumer price index (CPI) came in hotter than expected, pushing the Federal Reserve's September rate hike probability to 86%. The headline CPI rose 0.4% month-over-month and 3.4% year-over-year, both in line with forecasts. However, core C

According to Jin10, Canadian Prime Minister Kayne said on September 13 that Canada is taking control of its future, reflecting a new domestic consensus on economic transformation and development direction. The inaugural Canada Investment Summit runs September 14-15 in Toronto and aims to attract C$1

Brent crude and U.S. West Texas Intermediate (WTI) experienced significant price increases recently, with Brent crude reported at $101.21 per barrel and WTI at $96.05 per barrel, reflecting the highest levels since late May. The surge followed U.S.-Iran strikes and is attributed to reduced oil

Saudi Arabia shut down its East-West pipeline, a key oil export route that circumvents the Strait of Hormuz, pushing Brent crude oil prices towards $108 per barrel. The closure is expected to tighten near-term oil supply, as the pipeline has a capacity of up to 7 million barrels per day. Prior to th

Since US-Israeli strikes on Iran began on February 28, 2026, the Strait of Hormuz has been largely closed to liquefied natural gas shipments, affecting approximately 20% of global LNG supply. The disruption has added an estimated $7 billion to Asian import costs. Qatar, the world's largest LNG

Brent crude and U.S. West Texas Intermediate (WTI) prices have surged recently amid escalating U.S.-Iran tensions and disruptions in the Strait of Hormuz. Brent crude was reported at $101.21 per barrel while WTI stood at $96.05, marking the highest levels since late May. The price increases are

According to China's National Bureau of Statistics, among 50 key producer goods tracked in early September versus late August, 37 rose in price, 9 fell, and 4 remained unchanged. Pork prices climbed 0.9% to 11.0 yuan

According to the National Bureau of Statistics, liquefied petroleum gas (LPG) prices surged 14.9% in early September 2026 compared to late August, reaching 6,851.2 yuan per ton. The data was derived from monitoring 50 key production materials across nine categories in China's circulation

As of 9:30 Beijing time on September 14, WTI crude oil futures rose 2.76% and U.S. natural gas futures advanced 2.01% according to international energy futures market data.

According to Guru Club, Brent crude oil futures surged above 3% on September 14, reaching $108 per barrel. The rally marks a significant move in the energy market as crude prices continue to respond to ongoing geopolitical and supply

South Korea's Ministry of Trade, Industry and Energy held an emergency oil supply meeting on the 14th to assess crude oil supply status and tanker transit conditions as international oil prices exceeded $100 amid escalating Middle East geopolitical tensions. The meeting was convened in response to h

Brent crude oil surged to $105 per barrel today, up 3.21% intraday, as market sentiment remained supported by geopolitical tensions and supply concerns.