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Silver Drops as India Curbs, Fed Fear Hit XAG/USD Hard!

May 18, 2026 5:57 am
Key Moments Silver trades near $74.20 per troy ounce, marking a third straight session of declines. India immediately restricts nearly all Silver imports, tightening local supply but dampening global demand. UBS cuts Silver investment demand forecast to 300 million ounces and now projects a sharply smaller global deficit of 60–70 million ounces. India’s Import Clampdown […] Read more

Aluminum Tightness Persists Despite Strong China Output

May 15, 2026 2:28 pm
Key Moments Chinese aluminum production in the first quarter exceeded the government-imposed cap, supported by high prices and abundant alumina. Increased Chinese exports and still-constrained Gulf supply point to limited downward pressure on aluminum prices. A major Swiss commodities trader projects a 2 million ton supply deficit this year and warns of potentially “paper-thin” inventories […] Read more

Five EU States Challenge Brussels on Future Power Grid Strategy

May 15, 2026 2:02 pm
Key Moments Bulgaria, Finland, France, Poland and Sweden oppose a single Brussels-led “central scenario” for EU power grid planning, favoring stronger regional and national roles. The dispute centers on the EU’s proposed Grids Package, including a €1.2 trillion investment by 2040, and how authority over project planning and congestion revenues is allocated. Negotiations on the […] Read more

Copper Extends Record Rally as Tariff Concerns Rise

May 15, 2026 12:04 pm
Key Moments Copper on the London Metal Exchange has reached record highs above USD 14,000 per ton, supported by structural demand from the energy transition and data centers. The US Department of Commerce is expected to decide by the end of June on whether to expand existing metal tariffs to include refined copper from 2027. […] Read more

Brent Crude Holds Firm on Supply Risks and Fed Outlook

May 15, 2026 10:01 am
Key Moments Brent crude futures moved higher overnight to $107.00/bbl, a gain of +1.21%. Earlier, Brent had finished the prior session nearly flat at $105.72/bbl, up just +0.09% on the day. Late-session strength in oil coincided with a more hawkish repricing of Federal Reserve policy, with futures nearly fully discounting a rate hike by June […] Read more

RBC Sees Henry Hub Breaking Above $3.50 in 2026 Outlook

May 15, 2026 8:41 am
Key Moments Henry Hub natural gas has stabilized around $2.80/MMBtu after earlier withdrawal-season volatility. RBC Capital Markets projects a Q2 trading range of $2.76-3.25/MMBtu before firmer prices emerge later in the year. The bank anticipates Henry Hub moving above $3.51/MMBtu later in 2026, with further upside risk into 2027 as structural balances tighten. Current Market […] Read more

WTI Crude Extends Rally as Technicals Point to Upside

May 15, 2026 8:04 am
Key Moments WTI trades around $98.20, advancing for a second straight session during Asian hours on Friday. Price remains above the nine-day EMA at $97.06 and the 50-day EMA at $91.12, reinforcing a bullish technical bias. Upside focus centers on resistance near $107.50, with key downside levels at $97.06, $92.40, $91.12, and $86.92. Constructive Technical […] Read more

Gold plumbs 1-week low as oil-driven inflation concerns weigh

May 15, 2026 7:04 am
Spot Gold retreated to an over 1-week low on Friday, as elevated oil prices kept inflation concerns alive and reinforced expectations of more hawkish central bank policy settings. The US Dollar surged to a 3-week high, 10-year US Treasury yields went up to a near one-year high, while Brent prices held above $107 per barrel, […] Read more

Gold Falls Below $4,600 as Stronger Dollar Weighs

May 15, 2026 7:00 am
Key Moments Gold (XAU/USD) continued its pullback for a fourth session, moving further below $4,600 amid persistent US Dollar buying. Stronger US inflation and retail sales data, along with rising Fed hike expectations, have pushed the USD Index to its highest level since April 8. Technical signals, including a confirmed double-top pattern and deeply negative […] Read more

Silver Pullback Tests Key Fibonacci Support Levels

May 15, 2026 5:56 am
Key Moments Silver (XAG/USD) extended its pullback for a second straight session, slipping below the mid-$81.00 area after reaching a more than one-month high near $89.35-$89.40 earlier in the week. An intraday move under the 38.2% Fibonacci retracement of the recent rally from below $71.00 strengthened the short-term bearish outlook, with RSI softening toward 40 […] Read more