Commodities (Crude Oil & Copper) & Macro Outlook

The Trump administration plans to limit future negotiations with Iran to discussions centered on Iran's nuclear program, according to a CNN report citing three sources. The planned approach excludes broader topics such as the reopening of the Strait of Hormuz. The decision narrows the focus of

US diesel prices have reached a record $6.20 per gallon, representing a 78% increase over the past nine months, according to a report by @KobeissiLetter. The surge is driven by a combination of low supply and high demand. This price level surpasses the previous high recorded in 2022, placing

According to Guru Club, Brent crude oil broke above $108 per barrel on September 14, gaining 3.37% during intraday trading.

According to Guru Club, European natural gas prices rose 3.8% on September 14, driven by a shutdown of a Saudi pipeline and the postponement of Hormuz talks.

President Trump stated recently that the majority of U.S. diesel is sourced from Russia, and that Russian refineries have been struck by Ukrainian attacks. Trump said he has requested Zelenskyy to refrain from attacking those diesel plants and refineries.

Brent crude oil futures and WTI crude oil futures both surged more than $3 per barrel intraday on September 13.

According to Jin10, Brent crude rallied 3% to $104.74 per barrel and WTI crude climbed 2.8% to $99.33 per barrel in early trading on September 14. The surge follows Saudi Arabia's precautionary closure of its East-West Pipeline following an attack, and the postponement of Gulf region

WTI crude oil rose more than 2% intraday on September 13, trading at $98.57 per barrel.

WTI crude oil opened 1.5% higher on Monday, trading at $98.12 per barrel.

According to Jin10 data, Houthi armed forces launched attacks that disrupted Saudi oil pipelines today (September 13), potentially threatening approximately 4% of global oil supplies. The Yemeni government military reported thousands of casualties on both sides from the escalating

Oman Foreign Minister Badr Albusaidi announced on local time 13일 that a regional meeting scheduled for 14일 in Salalah has been postponed. The minister stated on X (formerly Twitter) that the meeting, intended to build consensus among regional nations, would not proceed as planned. The gathering

The 10-year US Treasury yield climbed to 4.943% on September 10, approaching the 5% threshold for the first time since October 2023, while the 30-year yield touched 5.37%, a level not seen since 2001. The selloff was driven by oil prices surging above $100 per barrel with Brent crude

Bloomberg forecasts that gasoline prices in the United States will remain above $4 per gallon, following a pattern where the national average surpassed $4 multiple times this year and reached $4.15 on Labor Day. The sustained high prices reflect ongoing supply constraints in the energy market.

According to Bloomberg, U.S. gasoline prices are expected to remain above $4 per gallon, with the national average having reached $4.15 on Labor Day. The persistence of high gas prices reflects ongoing supply constraints and upward pressures on the broader energy

According to market data, the 10-year US Treasury yield climbed to 4.943% on September 10, flirting with the 5% threshold for the first time since October 2023. The 30-year yield touched 5.37%, a multi-decade high not seen since 2001. Brent crude surged above $107 per barrel amid Middle East

According to the UK maritime trade organization, a fully laden oil tanker flying a Panama flag came under missile attack in the Strait of Hormuz on September 14, igniting a severe fire. The vessel has lost propulsion, the organization

According to Jin10, U.S. Energy Secretary Chris Wright warned on Sunday (September 14) that oil traders should not expect a quick breakthrough in the Strait of Hormuz situation. Wright noted that the global oil market remains dependent on alternative shipping routes, which currently supply

According to Jerusalem Post, on Sunday, Trump suggested the U.S. could remain in Iran and "take the oil," comparing this approach to American involvement in Venezuelan oil policies. He indicated Iran war may end by year's end or shortly after the U.S. November midterm elections, but also presented a

President Donald Trump urged Ukrainian President Volodymyr Zelenskyy to stop Ukrainian strikes on Russian diesel infrastructure, citing concerns about fuel shortages. The call relates to Ukraine's attacks on Russian fuel facilities, which have reportedly contributed to fuel shortages and prompted Ru

On September 13, Trump urged Zelenskyy to stop Ukraine's drone campaign against Russian oil refineries, characterizing the strikes as a threat to global fuel supplies. The request follows conversations Trump held with Russian President Putin. Zelenskyy countered with a proposal for mutual energy