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Iran Oil Output at Risk as Storage Constraints Tighten

April 27, 2026 8:58 am
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

April 27, 2026 7:16 am
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

April 27, 2026 7:03 am
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

Silver Holds Near $75 As Technical Barriers Limit Upside

April 24, 2026 1:58 pm
Key Moments Silver trades around $75.52 on Friday after touching an intraday low of $73.95, marking a weekly drop of over 5%. XAG/USD remains capped below the 50-day SMA at $78 and the 100-day SMA at $79, preserving a bearish near-term bias. Stronger USD, firm Treasury yields, and Oil-driven inflation concerns linked to US-Iran tensions […] Read more

Gold Struggles for Direction as Oil and Dollar Rise

April 24, 2026 1:33 pm
Key Moments Spot gold was up 0.3% at $4,707.43 an ounce by 08:31 ET (12:31 GMT), while gold futures traded largely flat at $4,724.11. Over the past one-week period, spot gold prices declined 2.6% and gold futures fell 3.2%. Oil prices stayed above $100 a barrel and remained on track for their biggest weekly gain […] Read more

Wheat Futures Ease After Rally as Supply Outlook Shifts

April 24, 2026 1:14 pm
Key Moments Wheat futures followed Thursday’s broad rally with mild weakness across KC HRW, Chicago SRW, and MPLS spring contracts early Friday. Weekly U.S. wheat export sales showed 129,022 MT of old-crop bookings, led by demand from Japan and Nigeria, while new-crop commitments totaled 8,000 MT. The International Grains Council raised projected global wheat ending […] Read more

Geopolitics and Tight Supply Lift Oil Prices

April 24, 2026 12:54 pm
Key Moments: BNY’s Bob Savage highlights Brent crude’s sharp gains. He links them to Iran war disruptions in global oil and LNG supply. The International Energy Agency expects a tight global gas market. It should last at least two more years. It also projects a cumulative shortfall of around 120 billion cubic meters between 2026 […] Read more

European Gas Futures Rise as Hormuz Risks Mount

April 24, 2026 12:31 pm
Key Moments Dutch TTF front-month natural gas futures were up 0.9% at 44.83 euros per megawatt hour by 06:37 ET (10:37 GMT). Tensions around the Strait of Hormuz and attacks on Persian Gulf production facilities have reduced European gas supply flows. Further price support could emerge from lower wind generation in Europe and an LNG […] Read more

Soaring LPG Costs Squeeze West Java Producers

April 24, 2026 9:49 am
Key Moments Salted fish producers in Subang, West Java have shifted from LPG to firewood to keep their businesses viable amid higher fuel costs. One producer reported that switching to firewood has reduced operating expenses by up to 50%, but at the cost of longer processing times and higher labor needs. In Jakarta, authorities increased […] Read more