Commodities (Crude Oil & Copper) & Macro Outlook

Nouriel Roubini, the New York University professor known as 'Dr. Doom' for predicting the 2008 global financial crisis, warned on July 15 (local time) that inflation remains the biggest risk factor in financial markets and US 10-year Treasury yields could approach 8%.

According to Business Insider, on July 15, economist Nouriel Roubini warned that U.S. Consumer Price Index (CPI) inflation could rise to 5-6% due to structural factors, significantly above the June rate of 3.5%. The "Dr. Doom" economist cited geopolitical tensions, particularly the U.S.-Iran

According to Citrini Research, the market research firm predicted on July 16 that global DRAM shortage will reach 28.7EB by 2030, accounting for 18% of total demand versus current global capacity of about 40EB. By 2030, global DRAM (including HBM) demand is forecast at 157.5EB against supply of

Oxford Economics (OE) withdrew its previous forecast that geopolitical risks surrounding the United States and Iran would gradually dissipate, according to a report released on the 15th (local time). The institution stated that temporary tension-reduction measures agreed upon by both countries

According to Longzhong Information, China's refined oil prices are expected to rise by approximately 250 yuan/ton on July 17, 2026, equivalent to around 0.18 yuan per liter. For a 70-liter fuel tank, private vehicle owners will pay roughly 13 yuan more to fill up. This marks the ninth price

Bitcoin (BTC) gives back its overnight gains, trading around $64,440 as of July 16. Trump will attend a key meeting on Thursday at the White House regarding the ethics provisions of the “CLARITY Act,” aimed at addressing lawmakers’ concerns about Trump and his family’s crypto businesses. Japan’s parliament approved legislation that reclassifies Bitcoin and other cryptocurrencies as financial assets, marking a major regulatory shift. Macro Events & Crypto Market Hotspots 1、According to The Block,

According to Robin Brooks, a senior fellow at the Brookings Institution and former Goldman Sachs FX strategist, the dollar avoided a steeper decline on July 15 primarily due to geopolitical risks driving oil prices higher. Brooks noted that core U.S. inflation has already retreated to a mild

According to Tianfeng Securities, on July 16, the investment bank forecasts Brent crude oil to trade in the $70–$75 per barrel range during the second half of 2026. The forecast follows a volatile first half marked by geopolitical risks that drove oil prices to near $120 per barrel before a sharp de

According to Comecarne, Mexico's meat industry organization, the country has lost approximately $2.8 billion in live cattle exports since the United States closed its border to Mexican cattle in 2024 due to a screwworm outbreak. The screwworm infestation has caused severe damage to Mexico's

According to Jin10 Futures, domestic fuel oil prices narrowed overnight on July 16, with upstream support from messaging lacking. Refiners maintained pricing while awaiting market direction, though downstream buyers released demand slowly and remained cautious on higher-priced inventory. Market

From 00:15 to 00:30 (UTC) on July 16, 2026, BTC traded in a tight range of $64,571 to $64,838.7, with a 15-minute return of -0.41% and an amplitude of 0.41%. The current quote is $64,948, up roughly 0.55% over the past 24 hours, but the Filled Amount is only 169.6 BTC—very low market participation. Both buyers and sellers lack directional conviction. The main driver behind this price move is the ongoing escalation of the U.S.-Iran conflict. The U.S. imposed a maritime blockade on Iranian ports a

According to Hana Securities, on July 16, SK Innovation's second-quarter operating profit reached 1.81 trillion won, exceeding market expectations by 21% and marking a turnaround from year-ago losses. The Seoul-based energy company's full-year operating profit forecast was raised 62.3% to 6.52 trill

According to Ukrainian officials, CBOT soft red winter wheat futures closed sharply higher on Wednesday, July 16, with the benchmark contract up 5.1% to hit its highest level in two months. The surge reflects escalating

International Energy Agency head Fatih Birol stated that markets are feeling "tense" amid concerns over a potential escalation of the Iran conflict.

DS Investment Securities forecast the LNG carrier ordering boom will continue through at least 2032, driven by 174 global LNG projects and aging fleet replacement demand. Analyst Kim Dae-sung stated in a report on the 16th that annual demand will average 90-110 vessels through 2032 when combining pr

According to DS Investment Securities, global liquefied natural gas projects reached a record 174 as of Q2 2026, with 53 under construction, 27 in basic design, and 94 in proposal phase. The boom in LNG carrier orders is expected to extend at least through 2032, driven by new project development and

According to Jin10, U.S. stock indices closed higher on July 16, with the S&P 500 up 0.38% to 7,572.4 points and the Nasdaq up 0.62% to 26,269.23 points. Technology stocks led gains, with Apple surging over 4% and Google rising more than 3%. The Dow Jones advanced 0.29% to 52,658.64 points. The Nasd

According to the Federal Reserve Beige Book released on July 16, the U.S. economy showed modest expansion across 11 of 12 Federal Reserve districts from late May through June, with overall growth pace largely unchanged from the previous period. High oil prices and other factors dampened consumer

According to Guru Club, WTI crude oil futures rose 1% to $79.92 per barrel on July 16.

US and Iranian military confrontations escalated on July 15, driving international oil prices higher as geopolitical tensions intensified around the Strait of Hormuz. West Texas Intermediate (WTI) crude for August delivery rose $0.26 to $79.60 per barrel, while Brent crude for September delivery