Commodities (Crude Oil & Copper) & Macro Outlook

According to Jin10, Brazil's President Luiz Inácio Lula announced on July 22 a 18.5 billion reais (approximately $3.7 billion) credit support plan to mitigate the impact of U.S. tariffs and Middle East geopolitical tensions on Brazilian exports. The plan targets steel, aluminum, automotive,

According to Jin10 Futures, rapeseed futures in Zhengzhou closed up 2.42% today (July 23), hitting their highest levels in three years amid strengthening crude oil prices. Rapeseed meal spot prices rose modestly, though soybean meal alternatives continued to limit demand, with current buying

According to MarketIn, Korea Zinc priced its inaugural 3-year price return swap (PRS) at mid-5% interest rate on July 23, utilizing its Australian subsidiary Richmond Valley Energy Reserve Holdings. The SPC established by Meritz Securities acquired 400.5 billion won in new shares from the subsidiary

According to Priyanka Sachdeva, an analyst at Phillip Nova, on July 23, Brent crude oil prices could surge to $100 per barrel if regional tensions continue to escalate. While current market pressures stem mainly from logistics disruptions rather than actual crude losses, sustained attacks could

According to Goldman Sachs, the investment bank maintained its Brent crude oil price forecast for the fourth quarter of 2026 at $80 per barrel, assuming a de-escalation of tensions in the Middle East by that

U.S. stock indices closed lower on Wednesday as oil prices surged following escalated tensions between the U.S. and Iran. The S&P 500 ended 0.2% lower at 7,498.96, while the Nasdaq 100 slipped 0.5% to 28,998.10 and the Dow Jones Industrial Average closed flat at 52,218.58. Brent crude futures

According to BlockBeats, on July 23, the company completed the team merger of HyperInsight, an on-chain data tracking platform specializing in monitoring U.S. stocks, cryptocurrencies, and commodity futures markets. HyperInsight's data capabilities will be fully integrated into BlockBeats Pro, a

According to local residents, Ukrainian drones attacked a Russian oil refinery near a key Russian logistics center on July 23, with explosions reported in the area.

According to Saudi officials, the oil tanker Ensenya came under attack and caught fire while navigating the Red Sea on July 23, with all crew members reported safe. The Houthi movement claimed responsibility for the strike, stating it targeted the Ensenya and a second vessel, Leila, using multiple b

US Treasury yields climbed to psychologically significant levels on the 23rd as Middle East tensions drove oil prices higher, according to Yahoo Finance. The 10-year Treasury yield reached 4.65% and the 30-year yield hit 5.14%, with the latter remaining above 5% for the longest stretch since 2007. T

On July 23, 2026, global capital markets saw a geopolitical-driven repricing reshuffle. Last night and this morning, the US-Iran conflict showed no signs of cooling. Both sides issued hardline statements, stressing their respective conflict bottom lines. Trump posted on social media, saying that every time Iran fires at ships in the Strait of Hormuz, the US would bomb and destroy an Iranian bridge or power plant, including facilities located within Tehran and its surrounding areas. Trump also sa

According to Guru Club, lithium carbonate futures contract rose 3.58% intraday on July 23, trading at 146,500 yuan/ton.

Hong Kong stocks opened higher today following a soft U.S. close, with the Hang Seng Index up 73 points, or 0.3%, to 24,966 points. The Hang Seng China Enterprises Index rose 15 points, or 0.2%, to 8,266 points, while the Tech Index gained 9 points, or 0.2%, to 4,677 points. AIA Group was among the

比特币（BTC）短期反弹缺乏动能，截至7月23日暂报约$65,900。美国参议院共和党人正式发布了《CLARITY Act》（《加密市场结构法案》）最新修订版。该法案明确禁止在任期间的公职人员（例如总统、国会议员和联邦法官）为盈利而发行或参与发起数字资产。S&P推出了一项数字资产区块链基础指数，为传统按市值加权的加密指数提供了替代方案。 宏观事件与加密市场热点 1、据知名记者Eleanor Terrett在X上的发文，美国参议院共和党人已正式发布《CLARITY Act》（《Crypto Market Structure Act》，加密市场结构法案）的最新修订版。该草案涵盖五个核心领域：对公职人员的严格伦理规则、设立区块链开发者豁免、监管稳定币收益，以及旨在加强破产保护和强化执法的具体条款。其目标是为美国加密市场建立更清晰、更安全的监管框架。 尽管部分条款仍在与民主党进行激烈的跨党派谈判中，此次公布文本却清晰披露了共和党在加密政策上的核心底线。在修订草案中，由白宫与共和党参议员Cynthia Lummis等人谈判的“伦理规则”是主要关注点。法案明确禁止在任期间的公职人员（包括总统、国会

According to Jin10, at 09:30 Beijing time on July 23, WTI crude oil futures climbed 2.31%, while U.S. natural gas futures gained 0.99%.

According to Guru Club, lithium carbonate futures contracts rose 2% on July 23, trading at 144,280 yuan per ton.

According to Morgan Stanley, JP Morgan, and UBS, DRAM spot prices have surged up to 146% since mid-July as South Korea's DRAM export prices jumped 523% year-over-year. Global investment banks issued bottom-fishing signals on July 23 as the KOSPI fell below 6000 points, with signs of

According to a statement from Iran's Islamic Revolutionary Guard Corps on July 23, three oil tankers were blocked while attempting to transit through a minefield zone south of the Strait of Hormuz. One tanker caught fire and exploded, while the other two vessels

According to Jinlian Creative, as of the fourth trading day on July 23, China's domestic gasoline and diesel are forecast to increase by 640 yuan/ton, with crude oil reference prices averaging $87.48/barrel and a change rate of 12.34%. The next price adjustment window is scheduled for July 31 at 11: