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Geopolitical Tensions Propel Oil Markets

April 1, 2026 1:45 pm
Key Moments Oil prices are currently about 60% above pre-war levels, according to RaboBank Global Strategist Michael Every. The closure of the Strait of Hormuz has led to acute product shortages in some regions, with Asia particularly impacted in diesel and jet fuel. RaboBank warns that a months-long conflict could generate an energy shock comparable […] Read more

BoJ’s Asada Warns of Inflation Risk, Stagflation Threat

April 1, 2026 8:50 am
Key Moments BoJ policymaker Toichiro Asada stated that rising oil prices have created upside risks to inflation during European trading hours on Wednesday. Asada warned that higher energy costs are also weighing on growth and contributing to a stagflationary trend that is difficult to manage with monetary policy alone. The Japanese Yen showed no immediate […] Read more

Silver holds near 2-week peak amid easing ME tensions

April 1, 2026 8:41 am
Spot Silver held not far from a 2-week peak of $75.62/oz. on Wednesday, as the US Dollar pulled back from recent highs, amid signs of de-escalation in the Middle East conflict, which could push Oil prices down and alleviate concerns over central bank interest rate hikes. US President Donald Trump told aides that he was […] Read more

EU Warns of Lasting Energy Strain Despite Iran Deal

April 1, 2026 7:00 am
Key Moments EU energy commissioner warned that oil and gas prices in Europe will not return to normal levels in the foreseeable future, even if the war involving Iran ends immediately. Gas prices in Europe have risen about 70% and oil prices about 60%, lifting the EU’s fossil fuel import bill by €14bn since the […] Read more

Gold surges to 2-week high as ME tensions ease

April 1, 2026 6:59 am
Spot Gold held in proximity to a 2-week peak on Wednesday, as the US Dollar pulled back from recent highs, amid signs of de-escalation in the Middle East conflict, which could push Oil prices down and alleviate concerns over central bank interest rate hikes. US President Donald Trump told aides that he was willing to […] Read more

Silver Pulls Back as Geopolitical Risk Premium Eases

April 1, 2026 6:29 am
Key Moments XAG/USD trades near $74.20 per ounce, ending a three-day rise as safe-haven demand fades. US President Donald Trump signaled a possible end to the Iran conflict within weeks, boosting risk appetite. Silver fell nearly 20% in March; however, easing tensions may help prices stabilize. Silver Loses Momentum After Three-Day Rally Silver prices (XAG/USD) […] Read more

WTI Climbs Toward $98.60 as UAE Pushes UN Hormuz Action

April 1, 2026 6:02 am
Key Moments WTI trades near $98.60 per barrel in Asian hours after a drop of more than 4% in the previous session. UAE officials seek a UN Security Council mandate for a multinational mission to secure the Strait of Hormuz. OPEC output in March fell by 7.3 million bpd to 21.57 million bpd, the lowest […] Read more

Asia Turns to Coal as LNG Costs Surge Disrupt Power

March 31, 2026 2:02 pm
Key Moments Spot LNG prices in Asia surged by 70% to three-year highs amid a Middle East war and disrupted gas flows. China, India, Japan, South Korea, and much of South and Southeast Asia have increased reliance on coal-fired generation to offset gas shortages. Coal prices have risen by 17% since the conflict began, far […] Read more

Gold Rebounds, Yet Faces Deepest Monthly Drop Since 2008

March 31, 2026 1:21 pm
Key Moments Spot gold climbed 1.8% to $4,593.12 per ounce, reaching its highest level since March 20. Despite the rebound, gold has fallen more than 13% this month and remains on course for its sharpest monthly decline since October 2008. Goldman Sachs maintained a year-end 2026 price target of $5,400 per troy ounce, expecting two […] Read more

Silver extends gains, heads for biggest monthly loss since 2011

March 31, 2026 8:46 am
Spot Silver extended gains on Tuesday as some optimism over de-escalation in the Middle East conflict has crept in. Yet, the metal was on course for its steepest monthly drop since September 2011 due to a firmer US Dollar and diminishing expectations of Federal Reserve interest rate cuts this year. US President Donald Trump told […] Read more