Commodities (Crude Oil & Copper) & Macro Outlook

Thailand's TFEX exchange will extend early-session trading hours for forex, precious metals, and rubber products starting November 16, according to the exchange announcement.

From 02:15 to 02:30 on October 15, 2026 (UTC), BTC plunged 0.75% within 15 minutes, with its price retreating from 81795.3 USDT to 80268.0 USDT and its amplitude reaching 1.87%. Market volatility intensified, while sentiment toward risk assets came under significant pressure. The main drivers of this move were escalating geopolitical conflict in the Middle East and renewed expectations of FED rate hikes. The US and Iran remained locked in a standoff in the Strait of Hormuz, armed attacks in Iran

Japanese stocks opened sharply lower on the morning of October 15, with the Nikkei 225 index falling 2,147.15 points (3.17%) to 65,597.14 at 9:16 AM, according to Yonhap Infomax World Stock Index. The decline followed a sharp sell-off in US semiconductor stocks overnight after September US

In US Stock Market News, the S&P 500 fell 1.1% to 7,718.94 points on Wednesday, October 16, 2026 (4:00 PM ET / 1:30 AM IST next day), while the Nasdaq Composite lost 1.9% to end at 26,692.87 points, reflecting broad selling pressure across US equities. The Dow Jones Industrial Average

According to Shanghai Steel Union, MMLC battery-grade lithium carbonate spot price fell to 104,000 yuan/ton this morning, declining 3,000 yuan/ton from yesterday's 4:30 PM close.

According to international media reports on October 15, Valterra Platinum's Mogalakwena mine, the world's largest platinum mine located in South Africa, is transitioning to underground mining due to declining ore grades and rising extraction costs in surface operations. The company plans to launch p

According to FAO chief economist Maximo Torero, grain prices are forming a "risk premium" as of Oct 15, with markets pricing in concerns about future scarcity rather than current shortages. Torero cited multiple risk factors pushing prices higher, including Middle East tensions constraining

According to Saudi-led coalition spokesperson Turki al-Maliki, the coalition intercepted and shot down a drone over eastern Saudi Arabia on October 15. The development follows escalating tensions, with Houthi forces announcing on October 14 that they had launched large-scale strikes against Saudi Ar

As of 09:30 Beijing time (October 15), WTI crude oil futures declined 0.84%, while U.S. natural gas futures rose 2.22%.

According to Jin10 Futures, on October 15, South China LPG markets came under pressure yesterday as weak demand and additional terminal supply led to looser trading. Refinery and terminal prices fell into inversion, with refineries accumulating inventory. Raw material costs and offshore markets

Bitcoin fell to $81,810 on October 15, hit by a cross-market chain reaction triggered by U.S. September Consumer Price Index (CPI) data that exceeded expectations. The stronger dollar and rising Treasury yields put U.S. stocks, precious metals, and cryptocurrencies under simultaneous pressure. Headline CPI’s year-over-year growth rose from 3.4% in August to 3.7% in September, while core CPI rose 0.3% month over month, with both figures exceeding expectations. September CPI Analysis: Headline Yea

According to Guru Club, WTI and Brent crude oil each declined 1% today, trading at $93 and $103.32 per barrel respectively.

According to Guru Club, lithium carbonate futures fell below the 100,000 yuan threshold today (October 15), marking their first drop through this level since December 16, 2025. The intraday decline exceeded 2%, reaching a new low for the

On the morning of October 15, China's domestic futures experienced broad declines. Shanghai silver fell over 5%, coking coal declined nearly 5%, and SC crude oil dropped over 4%. Other significant declines included natural rubber, coking coal, apples, and tin, all down over 3%. Fuel oil was the

According to Jin10 Futures, on October 15, crude oil prices continued to rise overnight with improving fundamentals and favorable cost conditions supporting the domestic fuel oil market. Supply-demand dynamics vary across product grades, with downstream refiners showing cautious purchasing

According to research from China Metals Futures, as of October 15, U.S. 10-year Treasury yields remain above 5.2%, Brent crude oil trades above $100 per barrel, major U.S. stock indices trade near record highs, and LME copper prices hold near historical levels. The market faces upcoming

According to a U.S. official on October 15, the Trump administration is considering easing sanctions on shadow tankers previously used to transport oil from Russia, Iran, and Venezuela, with the goal of lowering elevated global shipping rates. The official indicated that discussions are focused on w

According to a Haitian Futures report on October 15, EC (Europe-China) container freight rates weakened, tracking crude oil fluctuations. Shipper quotes showed significant divergence in mid-October, with YML updating October 24 FE4 spot rates to $2,700 per 40ft container (up $200 from early October)

POSCO International's Q3 profitability is forecast to sustain growth momentum driven by strong energy prices, according to a consensus compiled by Yonhap Infomax from 10 major domestic securities firms. The company's operating profit for Q3 this year is projected to surge 25.55% year-on-year to 396.

According to Jin10 Futures, Malaysian crude palm oil (CPPO) futures on Bursa Malaysia Derivatives (BMD) are expected to open higher on Thursday morning (October 15), supported by a rise in Brent crude futures following Wednesday's attacks on Saudi Aramco headquarters. Export demand for Malaysian pal