Commodities (Crude Oil & Copper) & Macro Outlook

According to reports from Iran and Russian media, Iran and Oman reached an understanding on interim shipping lanes in the Strait of Hormuz overnight (August 26). Russian media also reported that the U.S. and Iran have achieved consensus on ceasefire agreement terms, with provisions for freedom of

According to Guru Club, lithium carbonate futures turned positive on August 26, rising 0.6% to 154,800 yuan/ton. China's Yichun Ecology and Environment Bureau announced it had withdrawn the accepted public announcement of the environmental impact report for Yichun Contemporary New Energy Mining's

According to Shanghai Steel Union, battery-grade lithium carbonate (MMLC) fell 2,750 yuan/ton today (August 26), trading at 152,450 yuan/ton at midday.

According to Yonhapinfomax, South Korea's government bond futures surged on August 26 morning, with the 10-year contract rising 50 basis points to 106.15 and the 3-year contract up 8 basis points to 103.37. Foreign investors made net purchases of 906

According to Guru Club, pure benzene futures hit the daily limit down on August 26, with the main contract declining 6% to 7,320 yuan/ton.

According to China National Petroleum Corporation (CNPC), the Heihe-Daqing natural gas pipeline project commenced construction in Heilongjiang on August 26. Upon completion, the project will enhance the "northern gas to southern regions" transmission system's annual capacity by 10 billion cubic

According to Youngpoong and MBK Partners on August 26, high-level executives at Goryeo Zinc have failed to deny that company funds were subsequently invested into private entertainment and content companies after Chairman Choi Yun-beom and his family made initial investments in those entities. The i

According to Guru Club, propylene futures hit the daily limit down on August 26, declining 6.00% to close at 7,689 yuan per ton.

According to Russia's RIA Novosti on Tuesday, unnamed sources from Pakistan and Iran claimed the U.S. and Iran had agreed to a ceasefire involving free navigation in the Strait of Hormuz. The alleged deal comes 178 days after the military conflict began on February 28, 2026, and follows a ceasefire

As of 9:30 AM Beijing time (August 26), WTI crude oil futures fell 0.69% while U.S. natural gas futures rose 1.24%.

Bitcoin (BTC) has edged down from its recent high and was temporarily trading at around $78,840 on Aug. 26. Japan is preparing to establish blockchain-based payment infrastructure to enable real-time settlement of stock and Japanese government bond transactions. Reuters reported that India is preparing to pilot tokenized corporate bonds in September, using a wholesale central bank digital currency (CBDC) for settlement and targeting the $10T real-world asset (RWA) tokenization sector. Macro Even

Donald Trump's asset portfolio recorded over 30 daily stock transactions in June, totaling between $78 million and $263 million across technology, financial, consumer, defense, and energy sectors, according to financial disclosures reported by Yahoo Finance on August 25. The transactions included

According to Jin10, China Securities Index officially launched its commodity futures sector index series today, August 26, comprising 40 indices across industrial and agricultural products. The indices aim to objectively track price trends in commodity futures submarkets and reflect investment

According to Intercontinental Exchange (ICE), Dutch natural gas futures fell over 5% recently, trading at €63.18/MWh.

According to Yahoo Finance, in June, Trump's asset portfolio executed over 30 trades daily, totaling between $78 million and $263 million. Holdings included SpaceX, Tesla, Apple, Nvidia, and various financial stocks. Democratic members of Congress noted Trump's oil and gas holdings increased from a

According to Guru Club, on August 26, ethylene glycol main contract futures hit the daily limit-down, declining 5.99% to 5,168 yuan per metric ton.

Seoul bond markets are expected to strengthen on the 26th as international oil prices decline, according to financial analysis. The Bank of Korea's Monetary Policy Committee is scheduled to meet the following day. Governor Shin Hyun-song previously referenced an 'oil tanker' metaphor when

Energy futures declined broadly today (August 26). Low sulfur fuel oil (LU) futures fell over 8% to 4,691 yuan/ton, while styrene (EB) dropped 4% to 8,608 yuan/ton. PTA futures slid 4% to 5,550 yuan/ton, methanol contracts fell 4% to 2,828 yuan/ton, and pure benzene declined 4% to 7,471 yuan/ton.

The USD-KRW exchange rate is expected to cautiously test lower levels in the 1,380 won range on August 26, according to market analysis. A wait-and-see atmosphere is likely to dominate as major variables have not yet clearly materialized. Diplomatic signals between the US and Iran have created

According to Guru Club, WTI crude oil declined 2% intraday on August 26, now trading at $80.71 per barrel.