Commodities (Crude Oil & Copper) & Macro Outlook

According to CME data, on July 22, gold, WTI crude oil, and natural gas all saw increases in both trading volume and open interest. Gold trading volume reached 182,264 contracts with 387,520 open contracts; WTI crude oil volume hit 1,163,459 contracts with 1,880,106 open contracts; natural gas volum

According to South Korea's Ministry of Economy and Finance, on July 23, the country achieved 3.7% year-over-year real GDP growth in the second quarter, making the achievement of a full-year 3% growth target increasingly likely. The ministry noted that Q2 real gross domestic income (GDI)

According to South Korea's Ministry of Industry, Trade and Energy, DRAM (DDR5 16Gb) prices surged from $5.1 to over $40 per unit from June 2025 to June 2026, while NAND (128Gb) prices jumped from $3.1 to $28.8, driven by intense AI data center competition among global tech giants. South Korea's

Hindustan Petroleum Corporation executives confirmed August oil supplies have been secured, according to the company statement. The announcement comes as the state-owned Indian energy major ensures stable fuel availability for the upcoming

According to Jin10 Futures, on July 23, CBOT soybean futures rose 1.3% on concerns over potential heat waves in the U.S. Midwest and rising crude oil prices. Domestic soybean meal markets rallied in tandem with imported soybean costs, though ample domestic stocks and limited downstream demand

According to Vietnam National Oil and Gas Group (PVN), the Dung Quat Refinery has secured crude oil supply to sustain operations through the end of September.

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

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