March 2, 2026 8:45 am
Spot Gold soared to a fresh 1-month high above $5,410/oz. on Monday after the US and Israel initiated massive strikes on Iran, leading to the death of Supreme Leader Ayatollah Ali Khamenei and escalating geopolitical tensions. This has triggered a rush into safe-haven assets. Yesterday Israel launched more strikes on Tehran, while Iran responded with […]
Read moreMarch 2, 2026 8:35 am
Key Moments Atlantic SEE LNG Trade signed four long-term LNG supply agreements with counterparties in Albania, Bulgaria, Bosnia and Herzegovina, and Ukraine during a ministerial summit in Washington. The new contracts reinforce the role of the Vertical Gas Corridor, channeling U.S. LNG landed in Greece northward into Central and Southeastern Europe. European LNG imports from […]
Read moreFebruary 27, 2026 1:44 pm
Key Moments The Druzhba pipeline had been carrying both Ukrainian and larger volumes of Russian oil to Hungary and Slovakia before a January 27 strike halted flows. Ukraine had been injecting around 40,000 metric tons of oil per month into Druzhba for export, according to one industry source, providing a crucial revenue stream. Transit volumes […]
Read moreFebruary 27, 2026 1:13 pm
Key Moments Brent April futures traded at $72.54 per barrel and WTI at $66.89, rising 2.4% and 2.6% at 07:50 ET (12:50 GMT). U.S.-Iran nuclear talks ended without a deal, adding a risk premium tied to possible military escalation and supply disruption. Oil sales linked to a U.S.-Venezuela supply deal may reach $2 billion by […]
Read moreFebruary 27, 2026 10:13 am
Key Moments UBS increased its copper price forecasts by $500 per metric ton across all time horizons. The bank now expects copper to reach $15,000 per metric ton by the end of March 2027. Deficit projections were revised to approximately 200,000 metric tons for 2025 and 520,000 metric tons for 2026. Forecast Upgrade and Price […]
Read moreFebruary 27, 2026 8:33 am
Key Moments XAG/USD rises 2.4% to trade near $90.60 during Friday’s European session, supported by safe-haven demand.
Read moreFebruary 27, 2026 8:24 am
Spot Gold was mostly steady on Friday, as US Treasury yields dropped and safe-haven bids were tempered in the wake of US-Iran talks. The benchmark US 10-year bond yield plunged to a three-month low, reducing the opportunity cost of holding Gold. The US and Iran have achieved certain progress in Geneva negotiations on Thursday over […]
Read moreFebruary 27, 2026 8:08 am
Key Moments Gold futures are consolidating around 5194, near the VC PMI Daily Mean of approximately 5200 within a broader bullish weekly structure. Upside focus centers on a sustained close above 5301, which would convert resistance into support and trigger the next bullish fractal in the VC PMI framework. Time-cycle and momentum readings indicate a […]
Read moreFebruary 26, 2026 11:17 am
Spot Silver pulled back from a 3-week high of $91.28/oz. on Thursday, as focus sets on US-Iran nuclear talks in Geneva for indications whether tensions in the Middle East may ease or escalate. Despite the pullback, the white metal is up more than 3% so far this week amid uncertainty over US trade policy and […]
Read moreFebruary 26, 2026 10:55 am
Key Moments ING estimates that as much as a $10/bbl risk premium is currently embedded in oil prices ahead of US-Iran nuclear talks. ICE Brent timespreads indicate a better supplied physical market, even as flat prices remain supported by geopolitical uncertainty. The EIA reported a 15.99m-barrel weekly build in US crude inventories, the largest since […]
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