Commodities News

Gold Near $5,000 as Inflation Risks Weigh on Fed Pivot

Key Moments XAU/USD retreats for a fourth straight session, trading close to $5,000 per troy ounce during European hours on Monday. Read more

WTI Near $98 as Iran Conflict Fuels Oil Market Rally

Key Moments WTI crude oil trades around $97.85 in early European hours on Monday amid rising geopolitical risk. Traders focus on potential US military action against Iran’s Kharg Island export facilities and threats to broader energy infrastructure. The International Energy Agency plans a record release of 400 million barrels from strategic reserves, which could limit […] Read more

XAG/USD Falls Further as Fed Pause Expectations Rise

Key Moments Silver (XAG/USD) falls 0.5% toward $80.00, revisiting a three-week low near $78.00 in late Asian trading on Monday. Markets anticipate the Fed will keep rates at 3.50%-3.75% on Wednesday, with no cuts seen before the October policy meeting. Rising geopolitical tensions linked to Middle East conflicts are expected to limit further downside in […] Read more

Aluminum Prices Surge Amid Geopolitical and Supply Pressure

Key Moments Aluminum prices have risen roughly 10% since early March amid supply fears linked to the Iran conflict. China has reached its government-imposed annual production cap. Asian tightness is shown by sharply higher Japanese premiums and strong LME warehouse withdrawals. LME warehouse withdrawals in Malaysia reached their highest level since spring 2024, highlighting tight […] Read more

Gold Holds as Oil Shock Reshapes Global Rate Expectations

Key Moments Gold (XAU/USD) trades around $5,115 on Friday, marking a second weekly loss in the $5,000-$5,200 range. Oil-supply disruptions from the US-Iran conflict raise inflation concerns and drive a hawkish shift in global interest-rate expectations. US data show Core PCE rising 0.4% MoM and 3.0% YoY in January, while Q4 GDP grows 0.7% annualized, […] Read more

European Gas Prices Pressured by Qatar LNG Disruption

Key Moments Closure of the Strait of Hormuz has interrupted Qatari LNG exports, which normally represent around one-fifth of global LNG supply. TTF natural gas prices climbed to a three-year high of almost EUR 70 per MWh at the beginning of the week. European TTF prices are expected to stay elevated until Qatar resumes LNG […] Read more

Oil Shock Could Delay Fed Rate Cuts, TD Securities Says

Key Moments TD Securities expects the FOMC to keep the Fed funds rate at 3.50-3.75% in March and maintain that level through the end of Q3 2026. The firm anticipates upgraded PCE inflation projections, two dovish dissents, and a cautious tone from Chair Powell focused on dual-sided risks from the Iran-driven oil shock. Rate cuts […] Read more

Silver set for 2nd weekly loss, strong dollar weighs

Spot Silver was on course for a second consecutive weekly loss, weighed down by a stronger US Dollar and reduced expectations of interest rate cuts by the Federal Reserve. The US Dollar Index held near a four-month high of 100.298. A firmer dollar makes dollar-priced Silver less appealing to international investors holding other currencies. Oil […] Read more

Oil Steadies Near $95.60 as Strategic Reserves Used

Key Moments WTI crude trades around $95.60 per barrel during European hours after a volatile session. Australia will release up to 762 million liters of fuel and reduce minimum stockholding requirements by up to 20%. Japan plans to release about 80 million barrels from strategic reserves, covering roughly 45 days of supply, starting March 16. […] Read more

Gold heads for 2nd weekly loss as USD rises to 4-month high

Spot Gold was on course for a second consecutive weekly loss, weighed down by a stronger US Dollar and reduced expectations of interest rate cuts by the Federal Reserve, as the ongoing Iran war raised inflation concerns. The US Dollar Index held near a four-month high of 100.298. A firmer dollar makes dollar-priced Gold less […] Read more