Section
Commodities
U.S.-Iran talks on Hormuz resume after halt in strikes
U.S.-Iran talks on Hormuz are set for Tuesday after both sides agreed to halt strikes again, but traders still need a calmer shipping lane.
Saudi Aramco helicopter crash tests oil after Hormuz reopening
Saudi Aramco helicopter crash killed 14 near Ras Tanura, forcing oil traders to reassess how fast Gulf supply risk is really fading.
Strait of Hormuz attack lifts oil as shipping risk returns
Strait of Hormuz attack lifted Brent 2.1 per cent and WTI 2.3 per cent as a struck cargo vessel revived tanker risk and paused evacuations.
Kazakh oil output drops after drone hit on Russian plant
Kazakh oil output fell by about 25 per cent at Karachaganak after a drone strike shut Russia's Orenburg gas-processing plant.
Oil prices fall as Hormuz tankers move and war premium fades
Oil prices fell toward pre-war levels as tanker traffic resumed through Hormuz and crude discounts widened, easing the latest supply fears.
Gulf tanker rate hits 897% as shipping shock bites
Gulf tanker rates jumped to 897% of benchmark freight as vessel scarcity persisted even with Brent below $76, tightening delivered oil costs.
Iran oil waiver leaves China key buyer as Asia stays full
Iran oil waiver leaves China as the main near-term buyer because Asian refiners are covered through August and have little room for extra crude.
Qatar gas plant blast leaves 18 missing; LNG flows in focus
Qatar gas plant blast left 18 workers missing and injured 54 at Ras Laffan, with traders watching whether domestic damage spills into LNG exports.
China rare-earth controls hit MP Materials, USA Rare Earth
China rare-earth controls hit MP Materials and USA Rare Earth, tightening pressure on US critical-minerals supply chains and defense-linked industry.
Hormuz tanker traffic jumps, but shipping stays below prewar
Hormuz tanker traffic jumped to 20 vessels on Thursday, but toll uncertainty, naval clearance work and low ship counts still cloud a full reset.
Goldman’s gold cut puts the Fed back in charge of bullion
Gold price outlook 2026 shifted lower after Goldman cut its year-end target to $4,900 as the Fed’s hawkish reset pushed yields and the dollar higher.
China oil refiners cut output as imports plunge
China oil refiners cut output to a near four-year low after May crude imports fell 29 per cent, testing Asia's demand outlook.
CFTC weighs CME 24/7 oil futures block as risk rises
CFTC CME 24/7 oil futures scrutiny could slow a 10-barrel WTI contract as regulators test always-on crude trading.
Oil surges 5.1pc to $93 as US strikes Iran for second night; stock futures slide
Oil surged 5.1 per cent to $93.15 a barrel and US stock futures fell after the American military launched a second consecutive night of strikes on Iran, putting further strain on a fragile ceasefire.
OPEC quota hike looks symbolic as Hormuz traps oil
OPEC quota hike adds 188,000 bpd for July, but Hormuz disruption means much of the extra crude may not reach buyers.
Oil inventories thin out, raising Hormuz shock risk
Oil inventories are thin enough that another Hormuz setback could hit fuel prices, inflation and risk assets harder than futures imply.
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.
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.
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.
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.
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.
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.
