Section
Commodities
Oil falls as Lebanon ceasefire trims crude war premium
Oil falls as Brent drops to $97.03 and WTI to $95.32, with traders trimming war premium but keeping Hormuz risk in view.
Hormuz LNG trade goes dark as Iran war rewrites routes
Hormuz LNG trade is moving through dark transits as war-risk premiums surge and US-guided passages redraw shipping rules.
DRC lithium tax rises to 10% in battery-metals shift
DRC lithium tax will rise to 10% from 3.5%, adding cost pressure to Manono as Congo seeks more revenue from battery metals.
Hormuz reopening doubts challenge oil relief trade
Hormuz reopening doubts are exposing a gap between oil’s relief trade, Kalshi odds and shipowners still waiting for clear transit rules.
Oil prices mixed as U.S. strikes cloud Iran peace talks
Oil prices mixed after U.S. strikes hit Iranian targets, complicating bets on a Hormuz reopening that had been easing crude and shipping fears.
Malaysia gold import duty: 10% levy jolts bullion trade
Malaysia gold import duty rises to 10 per cent on some bars, pushing costs to buyers and disrupting Southeast Asian bullion flows before June 8.
Russia weighs diesel, jet-fuel export curbs after attacks
Russia is considering limits on diesel and jet-fuel exports after Ukrainian attacks cut refinery run rates, raising the risk of tighter middle-distillate supplies.
Strait of Hormuz reopening may not cool oil or freight
Strait of Hormuz reopening may still leave oil, LNG and freight markets jammed as a 1,500-ship backlog, mine clearing and war-risk premiums linger.
India gas power squeeze deepens as demand hits 270.8 GW
India's gas-fired output has dropped to a six-year low as record summer demand collides with Iran-war LNG disruption, pushing utilities back toward coal.
India oil imports shift after Hormuz as Africa and LatAm gain
India oil imports are shifting after the Hormuz disruption as refiners pull more crude from Africa and Latin America to replace riskier Gulf barrels.
Oil market 'tank bottoms' in Asia signal Europe is next
Oil market shortages are spreading from Asia to Europe as inventories thin and jet-fuel users feel the squeeze before futures do.
Renminbi oil trade 2026: Iran war reroutes Hormuz flows
Renminbi oil trade is getting a live stress test as the Iran war reroutes crude flows, lifts CIPS volumes and exposes the yuan's limits.
China coking coal jumps by daily limit after Shanxi blast
China coking coal jumped by the daily limit after a Shanxi mine blast raised the risk that wider safety checks will tighten supply.
Ghana gold purchases rise to 30% of mine output in June
Ghana gold purchases will rise to 30% of large mines' output as the central bank builds reserves and pushes more doré into local refining.
Australia LNG Reservation Extended to Existing Export Contracts
Australia is extending its LNG domestic reservation requirement to cover existing export contracts, escalating government intervention in energy markets as the Iran war keeps global supply fears at the top of policy agendas.
Guinea set to unveil bauxite export curbs in June
Guinea is set to announce bauxite export curbs in June, raising the prospect of tighter ore supply after a 2025 glut sent prices lower.
Naphtha shortage hits Asia factories as Hormuz shock spreads
Naphtha shortage is hitting factories in Japan and South Korea, turning the Hormuz blockade from an oil shock into a broader inflation risk.
China’s coal backstop is starting to look fragile
China coal blast fallout is testing Xi's energy-security push as Shanxi inspections, supply risk and wartime fuel stress collide.
LNG tanker exits Hormuz for India in first post-war cargo
An LNG tanker carrying a cargo for India cleared the Strait of Hormuz, the first such Gulf shipment since the Iran war began, offering an early test of whether energy traffic is resuming.
IEA warns oil market could enter 'red zone' without Hormuz reopening
The IEA's warning points to a midsummer risk: reserve releases can cushion the first Hormuz shock, but not an extended squeeze into peak demand.
Iran deal could reopen Hormuz and ease oil pressure
Trump's claim that an Iran deal would reopen the Strait of Hormuz gives oil traders a clearer test of whether sanctions relief and tanker access can pull the war premium out of crude.
Gold's 2026 rally now carries a measurable war premium
Gold's geopolitical risk premium is lifting 2026 prices even as oil-driven rate fears cap rallies, leaving central-bank buying to set the floor.
India raises gold import duty to 15% to support rupee
India's gold import duty jumped to 15% as New Delhi moved to curb bullion inflows, defend foreign-exchange reserves and steady the rupee.
US fuel prices may stay high after any Iran ceasefire
US fuel prices may stay high after any Iran ceasefire, with gasoline near $4.55 a gallon as inventories, refining and travel demand stay tight.
Indonesia commodity exports: Jakarta targets trader margins
Indonesia commodity exports are at the centre of a state push to capture trader margins, tighten FX control and test how far resource nationalism can run.
