Commodities News

Gold Slips to Range Floor as Dollar Gains on Tensions

Key Moments XAU/USD falls for a second day to around $4,650, marking an over two-week low during Tuesday’s Asian session. Read more

Silver Retreats as Tensions Fuel Inflation Fears

Key Moments XAG/USD trades near $74.40 per troy ounce, down about 1.5% during Asian hours on Tuesday. Read more

WTI Climbs as Hormuz Disruption Tightens Oil Flows Amid

Key Moments WTI trades near $95.20 per barrel during Asian hours on Tuesday, extending a two-day rise. The Strait of Hormuz remains mostly closed, which limits Middle East supply and supports prices. Ship-tracking data shows six Iranian tankers turned back under a US blockade, while an ADNOC LNG vessel moves toward India after crossing Hormuz. […] Read more

LNG Carrier Orders Rise Despite Geopolitical Risks

Key Moments Global LNG carrier orders have risen, with 35 new tankers contracted in the first quarter compared with 37 in all of 2025. More than 120 mtpa of new U.S. LNG supply is projected to enter the market over the next three to four years, increasing demand for flexible shipping capacity. War-related disruptions have […] Read more

Gold, Silver Longs Ease as Inflation Concerns Rise

Key Moments Managed money net long positions in COMEX Gold decreased by 3,352 lots to 95,498 lots over the last reporting week. ING analysts link the weaker Gold positioning to inflation concerns stemming from ongoing energy disruptions in the Persian Gulf. Speculators cut their net long exposure in COMEX Silver by 2,183 lots to 8,863 […] Read more

Rubber Prices in Kuala Lumpur Rise on Oil Gains, China Data

Key Moments The Kuala Lumpur rubber market finished higher, aided by stronger crude oil prices and upbeat Chinese economic indicators. Brent crude was reported up 2.28 per cent at US$107.70 per barrel as United States-Iran peace talks stalled and shipments through the Strait of Hormuz remained limited. Standard Malaysian Rubber (SMR) 20 advanced to 850 […] Read more

Nickel Rises as Indonesia Supply Outlook Tightens

Key Moments Benchmark nickel on the London Metal Exchange advanced 2.3% to $19,445 per metric ton by 0900 GMT. Prices briefly touched $19,470 per metric ton, the highest level since June 2024. Indonesia set a nickel ore production quota of 260 million to 270 million tons, below estimated demand of 340 million to 350 million […] Read more

Iran Oil Output at Risk as Storage Constraints Tighten

Key Moments Societe Generale analysts see Iran’s ability to sustain current oil output as constrained by limited onshore and floating storage under the U.S. blockade. They believe output reductions would likely start after about 16 days of a full export halt and could reach export-equivalent shut-ins by around day 30. Roughly 176 million barrels of […] Read more

WTI Crude Rises as Hormuz Disruptions Lift Supply Risks

Key Moments WTI trades near $93.65 in Asian hours on Monday as restricted transit through the Strait of Hormuz supports prices. Iran has reportedly put forward a new proposal on reopening the Strait via Pakistani mediators, but U.S. interest remains unclear. Market participants are awaiting Tuesday’s API inventory data for further direction on demand and […] Read more

Gold Holds Modest Gains as Fed, Iran Risks Balance

Key Moments XAU/USD rebounded more than $50 from the $4,672 area. However, follow-through buying remained limited. Expectations of at least one 25-bps Fed rate cut in 2026, along with softer Oil prices, weighed on the US Dollar and supported Gold. Meanwhile, strong demand in India and China pushed local Gold premiums higher and reinforced dip-buying […] Read more