Daily analysis of commodities markets, trends, and trading opportunities.
Brent held near $98 as recovering Gulf exports offset stalled US-Iran diplomacy. For investors, the key issue is whether supply normalisation can outpace depleted inventories and inflation risk.
Gold held near $4,180 after a sharp selloff. Elevated Treasury yields remain a headwind, while softer oil and geopolitical risk create mixed signals.
Middle East crude exports recovered in September, but Hormuz flows remain far below normal and shipping security keeps a material oil risk premium in place.
A wide premium for November over December Brent highlights immediate supply stress around Hormuz, even as Gulf exports begin to recover.
Global gas markets are pricing supply risk into summer 2027 as Gulf LNG disruption meets weak inventories and demand destruction in Asia.
A proposed US diesel export ban could reshape refinery margins, fuel flows and crude differentials. The investor impact depends on refinery utilisation and regional logistics.
Brent held a weekly gain after Houthi missiles targeted Saudi Arabia, reviving supply-risk premiums even as possible US-Iran talks capped prices.
Southeast Asia has 106 GW of gas power and 70 mtpa of LNG import capacity in development. Supply shocks now test project economics and affordability.
Brent fell below $100 as U.S.-Iran diplomacy and the restart of Saudi Arabia's East-West pipeline reduced immediate supply fears. The relief remains fragile.
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