
Commodities
Brazil Potash stellt die Förderaktivitäten auf der Water Tower Research Konferenz vor
CEO Matt Simpson sagte, dass 91% der jährlichen Produktion von 2,4 Millionen Tonnen des Autazes-Projekts bereits zu etwa 400 USD pro Tonne verkauft wird, mit Produktionskosten von ungefähr 80 USD pro Tonne und Margen von 270 bis 320 USD pro Tonne.

Gran Tierra beantragt die Zustimmung der Aktionäre zum Verkauf der kolumbianischen und ecuadorianischen Vermögenswerte für 1,33 Milliarden US-Dollar
Das Unternehmen stellte eine Erstanfrage bei der SEC ein, um die Zustimmung der Aktionäre für den Verkauf an das in Frankreich ansässige Unternehmen Maurel & Prom einzuholen. Eine Sonderversammlung ist für den 9. Oktober geplant. Die Transaktion erfordert ausserdem die behördliche Genehmigung in Kolumbien und Ecuador.

IEA: Der Iran hat den weltweiten Ölausblick völlig umgekrempelt; Senatoren drängen auf Ölfreigabe
Die Internationale Energieagentur senkte ihre Prognose für das Nachfragewachstum für 2026 auf einen Rückgang von 80.000 Barrel pro Tag, was auf die Schliessung der Hormuschlinge und zunehmende Preise zurückzuführen ist. Unabhängig davon ermutigten US-Senatoren Trump, Notfall-Heizöl aus der strategischen Reserve freizugeben.

Nextpower präsentiert auf der BNP Paribas Energy Conference starke Nachfrage und einen Auftragsbestand von 5,5 Mrd. USD
Der Solar-und Speicherentwickler Nextpower meldete auf der BNP Paribas Power Up-Konferenz einen Backlog von 5,5 Milliarden US-Dollar und eine robuste Projektpalette, da die Elektrizitätsnachfrage in den USA in den nächsten fünf Jahren um 12 bis 19 % projiziert wird.
Das Öl reagiert auf die Spannungen im Iran; asiatische Energieaktien steigen, während Brent um 3,9 %anzeigt
Brent-Rohöl legte 3,9 % auf 103,08 $ zu, nachdem der irische Präsident in Anbetracht der Drohungen der USA Unbeugsamkeit gezeigt hatte. Gleichzeitig gaben asiatische Energieaktien den Anstieg voran, da geopolitische Risiken die Rohstoffpreise erhöhten.
Ein superer El Niño könnte die asiatischen LNG-Importe weniger als 1 BCFD reduzieren, sagt Bernstein
Ein prognostizierter Super-El Niño im Jahr 2026-27 könnte den asiatischen LNG-Verbrauch auf unter 1 Mrd. Kubikfuss pro Tag zurückfahren, so die Analysten von Bernstein. Strukturfaktoren dürften die Preistreiber dominieren.

Ölpreise nahe 100 USD/Barrel, da US-Iran-Diplomatie und Risiken durch saudische Lieferungen zu Lasten gehen
Die Ölpreise bewegten sich rund um die Marke von 100 USD pro Barrel, unter Einfluss von diplomatischen Entwicklungen zwischen den USA und dem Iran sowie Sorgen um die saudische Liefermenge. Verschiedene Energieverträge und Unternehmensaktionen beeinflussten auch den Markt.
Die Ukraine trifft eine russische Ölraffinerie, als die Drohnen-Kampagne intensiviert wird
Die Ukraine meldet, dass es die Raffinerie Ilsky in Krasnodar getroffen hat und drei Menschen getötet hat, während Moskau behauptet, in der Nacht Hunderte Drohnen abgeschossen zu haben, während die Angriffe auf die russische Energienetze immer heftiger werden.

Bitcoin fällt unter 83.000 US-Dollar, da Händler vier Zinsschritte der Fed bis Juni 2027 angeben
Steigende Zinssätze für Staatsanleihen sowie ein stärkerer Dollar belasten Kryptowährungen und Gold angesichts der Erwartungen einer verlängerten Geldstraffung.

Der Ölpreis fällt leicht, da die Hoffnungen auf einen Waffenstillstand zwischen den USA und dem Iran die Sorgen über die Öllieferungen Saudi-Arabiens ausgleichen
Die Rohölpreise sanken nach Berichten über US-iranische Gespräche zur Wiedereröffnung der Hormuschaussee, während die Renditen der US-Staatsanleihen über 5% gestiegen und die Aktienmärkte moderate Gewinne verbuchten.
MIAX-Tochtergesellschaft Dorman Trading erwirbt OCC-Clearing-Mitgliedschaft
Miami International Holdings' Dorman Trading erhält die Zulassung von Options Clearing Corp nach einer Kapitalerhöhung von 40 Millionen USD und stärkt damit seine Position in den Aktienindex-Futures von Bloomberg.

Clean Energy Fuels verkauft 30,7 Millionen Dollar an Bundessteuergutschriften aus RNG-Projekten
Das Unternehmen nutzt Section 45Z-Kredite und ITCs aus sieben US-Betrieben, darunter dem Werk in Dimmit, Texas.

Die Preise für Brent-Rohöl steigen weiter angesichts der geopolitischen Spannungen
Die Preiswerte von Brent-Raffinieröl stiegen um mehr als 2 % auf 105,41 USD pro Fass und wurden angetrieben durch geopolitische Spannungen zwischen den USA und dem Iran über Schifffahrtsrouten im Golf.

Das Brent-Rohöl steht bei knapp 100 US-Dollar, WTI wird mit rund 12 US-Dollar Rabatt gehandelt
Brent-Rohöl wurde zu etwa 100,22 USD pro Fass gehandelt, während WTI um etwa 12 USD niedriger notierte, was einen auffällig breiten transatlantischen Spread widerspiegelt.

Die CFTC verklagt Cash FX und drei Führungskräfte wegen eines 950 Millionen-Dollar-Vorhabens mit Krypto-gekoppeltem Forex
Die Commodity Futures Trading Commission hat eine Klage eingereicht, in der behauptet wird, dass die Cash FX Group und drei Personen ein mehrstufiges Marketing-Verbot betrieben haben, bei dem über 950 Millionen Dollar an Investorenmitteln, die mit Devisenhandel und Krypto-Claims verbunden sind, missbräuchlich genutzt wurden.

Die Wolframpreise steigen um das Sechffache, da sich die weltweiten Lieferengpässe verschärfen
Die Exportbeschränkungen Chinas und der abnehmende Haushaltsbestand an Rohstoffen haben zu einer starken Preissteigerung von Wolfram geführt, da die Nachfrage nach Hartmetallwerkzeugen und elektronischen Komponenten stark gestiegen ist.

Gold fällt unter die Marke von 4.300 USD, da das Stimmungsumfeld an der Wall Street und im Einzelhandel auseinander divergiert
Gold fiel auf 4.284,97 USD, was einem Wochenverlust von 2,17% entspricht, während eine Umfrage von Kitco einen bullishen Blick unter den Analysten an der Wall Street zeigt, aber einen stärkeren bullishen Blick bei Privatanlegern.

Collective Metals ernennt Curtis Riou zum Mitglied des Verwaltungsrates
Das Bergbauerkundungsunternehmen holt Curtis Riou als Mitglied in seinen Vorstand auf, einen Geowissenschaftler mit über 25 Jahren Erfahrung im Bereich Öl, Gas und Bergbau, um das Uranprojekt Rocas in Saskatchewan voranzubringen.


Elmet erwirbt 4,99 % an Masan High-Tech Materials zu einem Handelsschätzwert von 2,5 Milliarden USD
Die Elmet Group erwirbt zusammen mit einem achtjährigen Liefervertrag über 1,5 Milliarden US-Dollar Wolfram ein Anteil von nahezu 5 % an Masan High-Tech Materials in Vietnam. Dadurch wird der Bergbaukonzern auf eine Wert von 2,5 Milliarden US-Dollar geschätzt.
Die Ölpreise sinken um 1% aufgrund von Hoffnungen auf einen Waffenstillstand, die von Ängsten um die Versorgung im Golf ausgeglichen werden
Brent liegt bei 105,46 USD, WTI bei 93,56 USD, da die diplomatischen Fortschritte zwischen den USA und Iran die erhöhten Risikozuschläge bei den Schifffahrtsströmen durch die Hormuschlucht widerspiegern.

Krait Critical Minerals schliesst die erste Tranche der privaten Platzierung in Höhe von 1,22 Millionen USD
Das Unternehmen hat 1,63 Millionen Stammaktien zu einem Preis von 0,75 USD pro Aktie ausgegeben und damit Bruttoerlöse von 1,22 Millionen USD erzielt, Findergebühren entrichtet und Warrants ausgegeben. Die Gesellschaft erwartet eine zweite Tranche kommende Woche, um die Erschliessung ihres Projekts Goldbar Spider Lake sowie die Bewertung der antimonhaltigen Assets von Nevada Hills zu finanzieren.

Die Ölpreise nehmen ab, da die Hoffnungen auf eine Waffenruhe zwischen den USA und Iran die Lieferrisiken Saudiarabiens ausgleichen
Brent und WTI-Rohöl fielen am Freitag um knapp 1% zurück, da Händler die diplomatischen Verhandlungen gegen neue Angriffe der Huthis auf die saudische Infrastruktur abwogen.

Die EU warnt vor dem Risiko einer Energiekrise und drängt auf die Begrenzung der Nachfrage im Kontext des Konflikts mit dem Iran
Brüssel appelliert an die Mitgliedstaaten, die Energieverwendung zu reduzieren, da Brent-Rohöl über 107 US-Dollar je Barrel steht und die Hormuschlucht weiterhin geschlossen bleibt nach den US-israelischen Angriffen auf den Iran.

Gold geht in die Woche mit Verlusten wegen der Steigerung des Dollars und der Fed-Zinsprognose
Das Spot-Gold fiel in der Woche um 2 % auf rund 4.288 USD, da ein stärkerer Dollar und hawkische Kommentare der Federal Reserve die Preise niedrig hielten.
Madison Dearborn to Buy Commodity ETF Manager Marygold for $2 a Share
The private equity firm agreed to acquire the holding company behind USCF, a commodity-focused ETF manager with about $6 billion in assets, at a 100% premium.

Bond volatility spikes as Bitcoin and equities remain resilient
U.S. Treasury volatility surges to March highs amid energy price pressures, while Bitcoin and Wall Street indices show subdued volatility.

European gas prices drop sharply amid profit-taking
European and British wholesale natural gas futures fell by 3.2% each on Friday, with both benchmarks on track for an 8% weekly loss, their steepest decline since mid-June.


European equities rebound on oil price drop, UBS speculation drives gains
Oil price declines eased inflation fears and supported European markets as the Euro Stoxx 50 rose and the FTSE 100 and SMI gained, though oil sector losses and downgrades to EssilorLuxottica weighed.

Rhein bei Kaub erreicht Rekordtief von zwei Zentimetern
Extrem niedriges Wasserstandsniveau unterbricht Schifffahrt und belastet deutsche Lieferketten und Industrieproduktion
WhiteHawk Completes $111.8M Natural Gas Asset Acquisitions
WhiteHawk Minerals Corp. has closed on a series of natural gas asset acquisitions totaling $111.8 million, including a $105 million purchase of Marcellus, Utica, and Haynesville Shale assets.
Global bond sell-off continues amid rising interest rate concerns
Eurozone and US bond yields hit record highs, raising concerns about asset risks and inflation. Rising oil prices and government spending further fuel inflation fears.

HSBC Raises Oil Stock Ratings, Boosts BP and TotalEnergies to Buy
Analysts at HSBC upgraded BP and TotalEnergies to Buy, citing higher oil prices and improved earnings expectations, while retaining Shell and Chevron as Buy and downgrading OMV to Reduce.
Dom Pérignon launches its most limited 2017 vintage
LVMH’s Dom Pérignon releases the 2017 vintage, its most restricted edition, with an early harvest and a Chardonnay‑dominant blend.

Canadian National Railway sees Mexico deal boost outlook at CIBC conference
CN CFO Ghislain Houle says the Mexico agreement delivers 20–25 years of revenue visibility and access to CAD 45 billion in annual trade, while capex drops to CAD 2.8 billion.
Asian currencies slip as dollar climbs to two‑month high, yen tests 160
The dollar index edged up 0.2% in Asian trade after four straight days of gains, while the yen fell to its weakest level since early September and approached the 160‑per‑dollar mark. Other Asian currencies, led by the Australian dollar, also weakened amid higher U.S. Treasury yields and softer jobless claims.
Hyperion DeFi Expands Data Feeds Partnership with DoubleZero for Hyperliquid Blockchain
Hyperion DeFi secured a 10-million-token stake in DoubleZero Edge while collaborating on Hyperliquid’s launch of dedicated market data feeds, including perpetuals and RWA markets.


Gold edges lower, set for weekly loss as oil fuels Fed hike bets
Gold posted a weekly decline exceeding 2% as rising oil prices and Treasury yields intensified expectations of additional Federal Reserve rate increases.
Hot Chili Raises La Verde Outlook at Copper Summit
Copper developer adds 50% to bulk tonnage at Costa Fuego; targets 150,000t/y output with mine life extending to 30 years.

Brent Crude Surges Above $115 on Middle East Attacks, Settles at One-Week High
Oil climbed after Houthi missiles targeted Saudi Arabia and Iranian strikes hit energy infrastructure across the Gulf, while U.S.-Iran talks explored a path to reopen the Strait of Hormuz.
Dax verliert 0,57% trotz Ifo-Index-Rückgang, Ölpreise dominieren
Ölpreisanstieg und geopolitische Spannungen belasten den deutschen Leitindex, während das Ifo-Geschäftsklima überraschend stark verbessert wurde.

European Gas Rebounds From Near Three-Week Lows as U.S.-Iran Talks Stall
Dutch TTF and UK NBP gas futures each rose 1.6%, pulling back from nearly three-week lows after Middle East peace discussions between the U.S. and Iran hit an impasse.

Dax dips as oil above $100 spooks European stocks
European equities opened lower on Thursday as Brent crude held above $100, weighed by renewed Middle East tensions and softening US tech sentiment.
Oil Prices Slip as Saudi Supply Recovers, Easing Crude Tightness
Brent dipped below $100 on expectations of increased Saudi output and U.S.-Iran diplomacy, wiping out recent losses after crude shed more than 9% over the prior four sessions.

FTSE 100 holds steady amid U.S.-Iran tensions, Treasury yield pressures
British equities remained flat as geopolitical risks and rising U.S. Treasury yields weighed on investor sentiment.

Austria Plans 12-Cent Fuel Price Cut for Oct-Nov
Vienna will slash mineral oil taxes and trim refiner margins to lower pump prices by more than 12 cents per liter, citing inflation as a top priority.

Hungary’s Tokaj Region Expands Beyond Sweet Tokaji Aszú in Wine Boom
Tokaj’s production growth defies global wine export declines, as producers diversify into dry styles and global markets.
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Oil Falls as Asia Crude Imports Post Highest Volume Since Iran War Began
Brent and WTI eased as Kpler data showed September crude inflows to Asia reached their highest level since hostilities began, though volumes remain roughly 13% below pre-conflict levels.

Gold steadies at $4,295 as Treasury yields top 5% and Fed hike bets rise
Gold edged up 0.2% to $4,295 per ounce, halting a roughly 20% decline since the February U.S.-Iran conflict, as 5‑year Treasury yields broke 5% and markets price in three Fed rate hikes by next April.
Fonterra Beats Return Target in H2 2026, Eyes FY 2027 Guidance
The dairy cooperative reported that its return on capital exceeded the 10%–12% target range, citing strong stream returns and commodity tailwinds, while noting logistics challenges in the Middle East and plans for further investment.

Fonterra posts strong H2 2026, sees FY27 guidance hinge on stream returns
Fonterra reported FY26 return on capital above its 10%‑12% target, shares steady around $4.85, and said FY27 outlook depends on dairy stream return trends and shipping costs.

Oil drops after surge on U.S.-Iran diplomacy uncertainty
Brent fell to $102.10 a barrel after Wednesday's near-4% gain, as U.S.-Iran diplomatic doubts and a larger-than-expected U.S. crude inventory build weighed on prices.

Glencore Gets $500 Million from U.S. Ex-Im Bank for Critical Minerals Reserve
Glencore has secured a $500 million commitment from the Export-Import Bank of the United States to establish a strategic critical minerals reserve in the U.S.

Gold prices drop as higher-for-longer central bank interest rate outlooks weigh on market sentiment
Gold prices fell as expectations of prolonged higher central bank rates weighed on market sentiment.

Oil prices rebound and Brent crude rises above $103 a barrel amid Middle East supply risks and uncertainty over US-Iran talks
Brent crude climbed above $103 per barrel as markets reacted to Middle East supply concerns and unclear US‑Iran negotiations.


AI Is Changing Financial Markets — But Is It Changing Trading?
Artificial intelligence has quickly moved from a technology-sector story to something affecting almost every part of the global economy.

Minerals Technologies unveils rare earth, steel slag initiatives
Minerals Technologies announced new initiatives focused on rare earth materials and steel slag.

U.S. Crude Oil Stockpiles Post Unexpected Build
U.S. crude oil inventories rose unexpectedly, according to the latest data.

US-Märkte sinken unter 51.500 Punkte, Ölpreise steigen auf 104 USD/Barrel
US-Aktien verloren an Wochenmittwoch rund 0,7 Prozent, während Ölpreise durch geopolitische Spannungen und höhere Renditen auf Rekordniveau stiegen.

Novo Resources presents drill catalysts, value case at precious metals summit
Novo Resources outlined upcoming drilling milestones and its investment thesis at a recent precious metals conference.

Clarity Metals to buy 80% stake in Idaho copper project for $1M in units
Clarity Metals Corp. plans to acquire an 80% interest in the Bobcat copper property in Lemhi County, Idaho, from BG Copper Corp. for 20 million units priced at $0.05 each, pending regulatory approvals.

India probes LG, Samsung over OLED TV display tariff misclassification
Authorities in India are examining whether LG Electronics and Samsung improperly applied a lower tariff to imported OLED display components for premium TVs.

Oil prices hold near two-week lows amid easing supply concerns and rising US crude stocks
Oil prices remained near two‑week lows as supply concerns eased and U.S. crude inventories rose.

Abasca files technical report for Loki graphite deposit in Canada
Abasca has submitted a technical report regarding its Loki graphite deposit in Canada.


Euro gas prices near 3-week lows as Tehran hints at Hormuz reopening
Benchmark Dutch TTF contract slips 0.6% to 72.90 euros/MWh, near three-week low. Iranian officials signal possible Strait of Hormuz reopening within seven days.

Harvest Minerals teams with Brazil's geological survey for rare earths research
London-listed Harvest Minerals signed a 24-month technical-scientific cooperation agreement with the Brazilian Geological Survey to explore REE potential across four sites in the Ribeira Belt.

KWS SAAT posts resilient FY 2025/26 results, shares drop 7.5%
The seed producer reported €1.63 bn in sales, €158 m net income and a €1.30 dividend per share, while its stock fell 7.5% after the earnings release.

Global oil prices drop below $100 a barrel as Saudi Arabia nears pipeline restart
Global oil prices fell below $100 a barrel as Saudi Arabia moves toward restarting a key pipeline damaged in attacks.

Oil Prices Hit Sixth Day Loss as US-Iran Talks Ease Supply Fears
Brent crude drops below $100 a barrel amid hopes for US-Iran progress and reports Saudi Arabia has restarted its east-west pipeline.

European gas jumps nearly 5% as JERA warns on low reserves
Natural gas prices hit their highest levels since late 2022 as storage remains far below seasonal norms and shipping disruptions in key transit corridors persist.

Ørsted Gets Tax Win on UK Wind Farms
Danish energy firm secured a favorable EU arbitration ruling confirming UK taxing rights over its Walney Extension and Hornsea 1 projects.

Gold Rises on Stabilizing Oil, Fed Rate-Hike Fears Ease
Spot gold climbed 0.4% to $4,359.40 an ounce as oil prices steadied after a 9% four-session slide, easing expectations of further Federal Reserve tightening.

Shell Sells New England Power Plant for $715 Million, Buys Pennsylvania Facility
Shell Energy North America is divesting its 609‑megawatt RISEC plant in New England to Constellation Energy for $715 million while acquiring the 169‑megawatt Hunlock Creek gas‑fired facility in Pennsylvania from Riverview Power. Both deals await regulatory approval and are slated to close in Q1 2027.


German Gasoline Hits Record High, Diesel Nears Record
E10 reaches 2.273 euros per liter nationwide as oil prices climb on Middle East supply concerns.

Evolution Petroleum Reports Cash Flow Strength Amid Midland Basin Growth
Oil producer posts $86.3 million revenue and more than doubled EBITDA as it expands its mineral and royalty portfolio in the Midland Basin and SCOOP/STACK.

Oil Prices Drop Below $100 as Middle East Supply Risks Ease
Brent fell below $100 on signs of U.S.-Iran diplomatic progress and an Iranian proposal to reopen the Strait of Hormuz, even as Saudi output rises and freight costs remain strained.

Bank of America Raises Brent Oil Forecast to $95 on Geopolitical Risks
BofA lifts H2 Brent outlook to $95 a barrel from $83 as Strait of Hormuz disruptions and Middle East tensions underpin the revised estimate.

Saudi Aramco eyes Yanbu restart, signaling a potential reopening of the Saudi oil lifeline
Saudi Aramco is reportedly evaluating a restart of its Yanbu facility, which could reopen the Saudi oil lifeline.

Euro falls to $1.145 as oil rises and German political turmoil weighs
The euro slipped to $1.145, its lowest since late July, amid higher Brent crude prices and mounting political risk after the CDU’s defeats in German state elections.

Oil prices turn negative amid market shifts as crude prices drop
Oil prices moved into negative territory as crude prices fell, affecting global energy benchmarks.

China gold imports surpass 1,000 tonnes, set new annual record
Chinese gold imports topped 1,000 tonnes by August, already exceeding the full-year 2025 total, as a stronger yuan and central bank buying fuel demand.

Venture Global Signs 20-Year LNG Supply Deal With China Gas
Venture Global agreed to sell 0.5 million tonnes per annum of U.S. LNG to China Gas under a 20-year contract beginning in 2030, raising total long-term offtake between the two firms to 2.5 Mtpa.


AI Safety Concerns, Hormuz Talks Delayed: Market Impact
Stocks and commodities react to AI safety disclosures and geopolitical developments in the Middle East, with oil prices surging and tech stocks declining.

Valeura Energy Approves Bussabong Gas Field Development in Gulf of Thailand
Thailand’s cabinet has cleared Valeura Energy’s stake in a $55M offshore gas project, targeting first production by 2028 and 12 million cubic feet per day by 2029.

Smithfield Reports Record Profit as Packaged Meats Cushion Pork Headwinds
Smithfield Foods posted record Q2 and first-half 2025 operating profit, with packaged meats profits holding at 13.1% as the company offset significant pork spread compression through operational execution.

FMC outlines $1bn asset-sale plan and debt reduction target at Jefferies conference
FMC Corp said it will use roughly $1 billion from asset sales and financing to cut net debt to $2.6‑$2.7 billion by year‑end 2026 and reset its manufacturing footprint.

Oil prices surge amid Saudi Arabia strikes, Gulf shipping disruptions and Ukraine-Russia refinery attacks
Oil prices rose as new strikes in Saudi Arabia and Gulf shipping disruptions coincided with escalating Ukraine‑Russia refinery attacks.

Oil Recovers Slightly as U.S.-Iran Talks and Saudi Flows Ease Supply Fears
Brent and WTI climbed modestly in Tuesday Asian trading after four straight sessions of losses, as markets weighed potential U.S.-Iran diplomacy and rising Saudi crude shipments through the Strait of Hormuz.

Alcoa Details Ally Group Deal, Debt Targets at Jefferies Industrials Conference
The aluminum maker reported Q2 EBITDA above $900 million and outlined pro forma balance-sheet implications of its Ally Group acquisition, set to close in late 2027.

Brent crude breaches $100 as Middle East tensions compress Strait of Hormuz flows
Brent crude settled at $101.21 a barrel Wednesday, the highest close since April, as vessel traffic through the Strait of Hormuz fell below 2 million barrels per day amid renewed US-Iran strikes.

Oil Prices Drop 2%-3% as Iran Diplomacy Advances and Saudi Aramco Boosts Hormuz Exports
Brent crude fell about $2.12, or 2%, to $101.75, its lowest level since September 10, while WTI also slipped. The decline reflects easing supply‑disruption concerns amid diplomatic progress in the Iran conflict and increased Saudi Aramco shipments through the Strait of Hormuz.


First Phosphate Corp. publishes study on phosphate deposit in scientific journal
First Phosphate Corp. has published a study on its phosphate deposit in Saguenay, Quebec, in the scientific journal Ore Geology Reviews. The study highlights the deposit's potential for purified phosphoric acid production.

Copper Near All-Time Highs as Double-Top Caution Signals Possible Reversal
Copper trades below $6.890 resistance, nearing all-time highs, while RSI approaches overbought territory and a bearish wick at $6.8412 raises questions about further upside.

Silver Consolidates in $65.50-$67.50 Range as Symmetrical Triangle Nears Completion
Silver trades at $66.55 inside a chop zone marked by low volume and weak trend, with a symmetrical triangle pattern 70% complete ahead of a potential breakout.

Gold Holds Near $4,383 Amid Descending Triangle Pattern
The precious metal trades in a tight range between $4,315 support and $4,435 resistance, with technical indicators showing a bullish MACD crossover and RSI recovering to 49.2. Traders watch for a break above $4,440 to invalidate the bearish setup.

Brent crude slips below $103 support, trades near $100.55
Brent oil fell to $100.55, breaking the $103 support level and entering a $100.44‑$100.47 battle zone, with bearish targets down to $92.35.

WTI crude oil tests $91.58 support amid bearish technical outlook
Price action nears oversold levels as WTI crude oil slides toward $87.50 support after a failed rally above $98.58.

London Gas Oil Trades Near Key Technical Levels
London Gas Oil's price action is analyzed through technical indicators, with key support and resistance levels identified. The article provides trade scenarios for both bullish and bearish positions.

Natural Gas Tests $2.83 Support Amid Trading Volatility
Price action near $2.83 raises questions about near-term support and potential breakout dynamics in natural gas futures.

Vantage subsidiary Hado secures first client for OpsWiz maritime platform
Vantage Corp's Singapore‑based subsidiary Hado Pte. Ltd. announced that Felcor Petroleum Pte. Ltd. will use its OpsWiz cloud platform for demurrage management, marking the first external deployment.


Sunrun and Tesla dispatch 580 MW from home batteries to California grid
Over 140,000 home batteries supplied power to California's grid during peak demand, with Tesla Powerwalls contributing 517 MW and Sunrun operating 55% of them.

Bernstein cuts 2030 gold price forecast to $5,600 an ounce
Analysts at Bernstein revised their long-term outlook amid shifting monetary policy expectations and central bank reserve trends.

Silver Prices Rise as UBS Forecasts Higher Prices in 2027
Silver futures traded at $67.16, up 0.02%, as UBS predicts prices will reach $70 by December 2026 and $80 by September 2027, amid a forecasted 46.3 million-ounce deficit for 2026.

Almonty receives permits to start commercial tungsten sales
Almonty has received the permits needed to begin commercial sales of tungsten.

Commodity vessel traffic through the Strait of Hormuz drops sharply to a dozen transits over the weekend amid US-Iran stalemate
Commodity vessel traffic through the Strait of Hormuz fell to a dozen transits over the weekend as US‑Iran tensions persisted.

Gold holds steady near $4,379.74 per ounce as markets monitor Middle East tensions and interest rate outlooks
Gold remained near $4,379.74 per ounce while investors watched Middle East tensions and interest‑rate expectations.

Cobra Resources advances rare earth purification tests
South Australian company reports progress in radionuclide removal and rare earth retention during purification process, supporting upcoming scoping study.

Oil prices decline as U.S. crude inventories rise amid Middle East supply and pipeline considerations
U.S. crude inventories rose, putting downward pressure on oil prices while Middle East supply concerns persisted.

Freeport-McMoRan outlines copper growth strategy at Jefferies conference
CEO Kathleen Quirk detailed plans to ramp up Indonesia and U.S. output, launch a leaching program and expand the Bagdad project, targeting a 60% rise in U.S. copper production by 2030.


Graphic Packaging Raises Free Cash Flow Guidance, Eyes Mid-Teen Margins
CEO Robbert Rietbroek targets LTM free cash flow of $600M–$700M and long-term EBITDA margins in the mid-teens as pricing actions and cost cuts offset inflation headwinds.

Transat Posts Q3 Loss as Jet Fuel Prices Sink Profitability
Canadian leisure carrier reported an adjusted loss of $2.18 per share on CAD 793M in revenue, as 56% fuel price growth wiped out operating profit and forced reliance on government lending.

Russia shares close lower, MOEX index flat
Russian equities fell at the Moscow close on Sunday while the MOEX Russia Index held steady. Declining stocks outnumbered gainers 133 to 99, with modest moves in major shares, commodities and currencies.

Oil Prices Climb Further on Escalating Middle East Tensions
Brent crude surged past $105 as Iran-backed Houthis seized Yemen's strategic port of Mokha, while European gas also climbed above €80/MWh for the first time since late 2022.

Huthi rebels seize control of strategically important port city of Mokka
Iran-backed Huthi rebels have taken control of the strategically important port city of Mokka in Yemen, expanding their influence over the Bab al-Mandab Strait, a key shipping route. The move has raised concerns about potential blockades and increased Brent crude oil prices.

Gold X2 Drilling Confirms High-Grade Gold Beneath RPEEE Pit at Moss Project
Gold X2 Mining reports 173m of 0.89 g/t Au from its QES Zone drill hole MQD-26-474, deepening the mineralized zone 100m below the current open pit shell at the Moss Gold Project.

Energy shock talks and geopolitical developments amid Ukraine conflict and diplomatic meetings
Discussions on energy shocks and geopolitical developments are occurring as the Ukraine conflict continues and diplomatic meetings take place worldwide.

Valkor Begins Drilling at Utah Oil Recovery Site; Quadrise Receives Update
Quadrise says Valkor has started drilling two pilot wells at Utah's Asphalt Ridge site, with production of roughly 1,000 barrels a day targeted for 2027.

Oil prices decline for a third consecutive session amid easing concerns over Saudi supply disruptions
Oil prices fell for a third day as worries about Saudi supply disruptions eased.


Gold climbs as investors digest Fed rate hike, signal further tightening, and oil rally stalls
Gold prices rose while oil's rally stalled after the U.S. Federal Reserve announced an interest‑rate increase and signaled additional tightening.

Market Analysis Focuses on Iran Conflict Resolution, Oil Prices and Energy Stocks
Market commentary and insider buying activity are tracking potential developments in the Iran conflict and their implications for crude oil prices and energy equities.

P&G CEO Highlights Execution Focus Amid Commodity Pressures
Procter & Gamble’s CFO and CEO underscore operational turnarounds and R&D acceleration at Barclays’ consumer conference, amid Brent crude spikes and regional growth targets.

Tariffs, Fuel Costs and Rising Rates Squeeze American Companies
A triple bind of Trump-era tariffs, soaring diesel and jet fuel, and the Fed's rate hikes is compressing margins across manufacturing, logistics and retail.

European stocks extend recovery on oil decline and US gains
EuroStoxx 50 rose 0.90%, FTSE 100 gained 1.19%, and the SMI climbed 0.57% as investors rotated into industrials and away from energy.

Helix Exploration Spuds Ollie #1 Well at Montana's Rudyard Field
The firm is targeting approximately 5,500 feet at its fourth production well in the Northern Dome, part of a program to expand helium output.

Venezuela's Acting President Rodriguez Signs Hydrocarbons Agreement with TotalEnergies
Venezuela's acting President Rodriguez signed a hydrocarbons and cooperation agreement with French oil major TotalEnergies.

Oil futures pull back following discussions on reopening the Strait of Hormuz and the monthly IEA report
Oil futures fell after talks about reopening the Strait of Hormuz and the latest IEA report.

IMC Rare Earths Reports Terbium Recovery Up to 95.2% at Brazil Project
Lab-scale testwork at the Itarantim project in Bahia and Minas Gerais returned up to 95.2% terbium recovery from a mixed rare earth carbonate product.


Markets rally on Fed rate-hike bets, yen strength amid mixed signals
U.S. equities and bonds advanced on Thursday as investors weighed Federal Reserve commentary and a Bank of Japan rate decision, with the yen surging and crude prices fluctuating.

Fusion Fuel’s UAE LPG subsidiary expands fleet with new tanker
Al Shola Gas adds a 17,800-liter LPG bobtail to its fleet, raising total vehicles to 53 and setting revenue targets at AED 6 million annually.

Glencore ends ties with Radiant World, faces $2 bn lawsuit over alleged fake invoices
Glencore terminated all business with Radiant World after finding forged invoices and emails. Radiant World and Sapphire Minmetals have filed a $2 bn claim in Singapore.

France's Wine Output Nears 70-Year Low as Drought Shatters Harvests
France's wine production is on track for its lowest level in seven decades as heatwaves and droughts slash yields, pushing the country to third place behind Italy and potentially Spain.

SMI Reclaims Gains Before ECB, Copper Retreats From Record, Oil Holds Above $100
Swiss blue chips reversed morning losses ahead of an almost certain 25-basis-point ECB rate hike, while copper fell 2.2% from a record and Brent crude stayed above $100 on Middle East risk.

Lahontan Gold Names Billy Choi as CFO Amid Mine Permitting Push
Billy Choi takes over as CFO in October 2026, following John McNeice’s tenure, as the Nevada-focused miner advances permitting for its Santa Fe gold project, targeting production in 2027.

Copper hits record highs while smelters face negative margins on every ton
Copper prices have reached record highs globally, and smelters are reporting negative margins on each ton processed.

Gold rises to $4,328 as traders brace for Fed rate decision
Spot gold gained 0.8% to $4,328.39 as investors awaited the U.S. Federal Reserve's upcoming policy meeting, while oil prices eased.

Brent crude breaches $100 a barrel as Middle East tensions and tanker attacks fuel supply concerns
Brent crude futures rose above $100 a barrel, driven by escalating Middle East conflict and attacks on tankers that are heightening fears of physical supply disruptions.


Orion Minerals Targets Copper Production With $250M Glencore Deal
Orion Minerals presented plans to restart the Prieska copper-zinc mine in South Africa, backed by a $250 million prepayment and offtake agreement with Glencore.
LM8 Resources sees gold, nickel upside at Gold Coast
LM8 Resources, backed by Gold Fields, outlined a cash‑rich balance sheet and a 43‑km drill program targeting up to 2.4 m oz gold and a high‑grade nickel deposit.

Saudi Arabia informs European refiners of next month crude delivery halt due to East-West pipeline shutdown
Saudi Arabia has told European refiners that crude shipments will pause next month because the East-West pipeline is being shut down.

Brent crude breaches $100 a barrel as Middle East war widens and shipping attacks intensify
Brent crude oil prices have moved above $100 a barrel amid a widening Middle East conflict and shipping attacks.

Indian agri warehouse giant puts $2 billion in grain-backed loans onchain
An Indian agricultural warehouse firm plans to place $2 billion of grain‑backed loans on a blockchain, using tokenization to aid lenders.

India's Arya.ag Tests Tokenized Grain Receipts on Avalanche
An Indian agri-lender is piloting a system that puts warehouse-backed grain ownership records on a dedicated Avalanche blockchain, linking deposits to collateral and loan data through Finternet.

Gold Holds Firm Near $4,386 as Fed Rate Hike Fails to Weigh on Safe-Haven Demand
Spot gold rises nearly 1% this week despite a 25-basis-point Federal Reserve rate increase, as investor demand remains resilient against elevated Treasury yields and traditional macro headwinds.

European natural gas holds near multi-year highs as Gulf tensions weigh on supply
Dutch gas trading at 79.64 euros per MWh amid Strait of Hormuz disruption risks; EU storage remains well below seasonal norms.

Criterium Energy signs gas facility sharing deal with Jindi for Indonesia project
Agreement covers upgraded 2004-era facilities with 30 mmcf/d capacity, targeting first gas in Q3 2026


Explosions Near Riyadh Airport Escalate Middle East Conflict
Explosions were reported near Riyadh airport as supply disruptions affect Saudi crude exports and broader energy supplies.

Brent crude oil prices surge past $100 per barrel amid ongoing Middle East conflict and Iran war disruptions
Brent crude oil prices have risen above $100 per barrel, driven by Middle East conflict and Iran war disruptions.

Brent Holds Above $100 as Oil Swings on Conflicting Middle East Supply Signals
Brent crude oscillates between Middle East escalation and easing Saudi supply risks, with trading economics reporting a dip to $103 as WSJ highlights persistent Gulf supply fears.

Eurozone stocks rebound from lows as weak payrolls temper rate bets
European indices recovered from one-month lows amid mixed economic data, with producer prices surging and U.S. payrolls falling short of expectations.

Novartis Cholesterol Trial Failure Stalls $5B Lp(a) Drug Race
Novartis' pelacarsen lowered lipoprotein(a) but missed cardiovascular outcomes, dealing the first major setback to the multibillion-dollar race for an Lp(a) treatment.

Houthis Advance Toward Key Red Sea Island, Threatening Global Oil Chokepoint
Iran-backed militants reportedly moved onto Yemen's Perim Island after seizing the port of Mokha, intensifying risk to the Bab el-Mandeb Strait and pushing oil prices higher.

Oil Near $100 Tests Private Credit Borrowers Stressed by High Debt Costs
Leveraged private credit borrowers face mounting pressure as oil approaches $100 amid concerns that inflation could once again push interest rates higher.

Satellite images reveal damage to Saudi Arabia's East-West oil pipeline
Saudi Arabia temporarily closed the East-West pipeline, a key crude oil export route, following drone attacks. Oil prices have rallied amid growing supply concerns in the Middle East.

Brent crude futures surge past $100 a barrel amid escalating US-Iran conflict and supply fears
Brent crude futures moved above $100 a barrel amid heightened US‑Iran tensions and supply concerns.


European Diesel Margins Hold Near Records Despite Surprising U.S. Inventory Build
Low-sulphur gasoil trades $76.39 above Brent as European diesel margins stay near record highs, even as U.S. distillate stocks unexpectedly rose.

TotalEnergies Finds Oil in Angola's Block 17, Production Set for September
The Acacia-5 well adds 6,000 barrels per day expected from existing FPSO capacity in the Lower Congo Basin.

Kalshi Launches Perpetual Futures on Gold and Silver After CFTC Approval
The regulated prediction-market exchange added precious-metal perps Thursday, marking its first non-crypto contract approved by the CFTC.

Baker Hughes CEO: LNG supply growth on track, no glut despite AI power demand
Baker Hughes' chief executive said LNG supply growth remains on schedule and he does not anticipate a glut even as AI-driven power demand rises.

U.S. Stocks Fall on Higher Yields, Awaiting PPI and CPI Data
U.S. stock futures tick up after Wall Street falls on higher yields; PPI and CPI data awaited. 10-year Treasury yield rises to 4.961%.

United Oil & Gas commissions drilling feasibility study for Jamaica’s Walton-Morant licence
The AIM-listed firm engages NRG Well Management to evaluate offshore drilling logistics, costs and timelines ahead of potential development of the Walton-Morant licence in Jamaica’s Gulf of Mexico.

Geopolitical conflict involving Iran disrupts oil and wider commodity markets including LNG and critical industrial inputs
A conflict involving Iran is reported to be affecting oil, LNG and other key industrial commodities globally.

UK flight disruptions clear; Primark to offer home delivery
Flight schedules in the UK are expected to return to normal after a technical issue caused over 2,000 cancellations. Primark's parent company plans to spin off the retailer and introduce home delivery services.

Asian shares slide as oil prices spike on supply concerns and investors brace for US and Japan rate decisions
Asian equity markets declined while oil prices rose amid supply worries, with investors awaiting upcoming rate decisions from the United States and Japan.


U.S. Consumers Hit With $100 Billion in Extra Fuel Costs as Oil Surges Above $100
Americans have spent an additional $100 billion on fuel since the start of the Iran conflict, as crude prices remain above $100 a barrel.

Saudi alerts rise as Yemen fighting curtails key oil shipping lanes
Intensified clashes between Saudi forces and Yemen's Iran‑backed Houthis have lowered vessel traffic through the Bab el‑Mandeb Strait and disrupted the Strait of Hormuz, tightening global oil routes.

US stocks rise as oil prices retreat after Fed rate hike
Wall Street recovered on Thursday with all three major indices posting gains as oil prices pulled back from recent highs, offsetting initial disappointment from the Federal Reserve's first rate increase in three years.

Oil Pares Losses as Saudi Pipeline Damage and Strait of Hormuz Traffic Disrupt Oil Markets
Brent and WTI recover from session lows after attacks on Saudi Arabia's East-West Pipeline, while Strait of Hormuz vessel traffic falls to under a quarter of its 10-day average.

Oil Prices Continue to Fall Despite Physical Crude Scarcity
Global oil prices persist in declining even as shortages in physical crude supply remain a factor.

Gold Prices Stabilize After Sharp Rise Tied to Fed Rate Decision
Gold settles into a steady range after a sharp advance following the Federal Reserve's interest rate decision, as precious metals respond to recent US monetary policy moves.

Gold Holds Steady Near $4,346 Ahead of Fed Decision on Rate Hike
Spot gold trades at $4,346.46 an ounce as markets price in a 92% chance of the Federal Reserve's first rate hike since 2023, while the 10-year Treasury yield hits a 2007 high.

Oil prices dip as US inventory build offsets Middle East supply concerns
Brent fell 1.4% to $107.27 and WTI 2.0% to $103.68 as API data showed a 7.14 million‑barrel inventory rise, while Houthi attacks disrupted Saudi export routes.

Gold Rises 1% to $4,397.47 as Dollar Weakness, Middle East Tensions Lift Prices
Spot gold extended its advance on Wednesday, climbing 1.0% to $4,397.47 an ounce, supported by a softer U.S. dollar and rising Middle East hostilities.


Brent crude oil prices surge above $100 a barrel, hitting multi-week high amid intensifying Middle East conflict
Brent crude surpassed the $100 per barrel mark, reaching its highest level in several weeks as Middle East tensions rise.

Oil and U.S. Treasury Yields Hit Seven-Year Correlation High
Tight lockstep between yields and crude prices is intensifying cross-asset volatility and macro inflation concerns.

Oil prices decline following an unexpected build in U.S. crude inventories amidst ongoing Saudi supply concerns
Oil prices fell after U.S. crude inventories rose unexpectedly, while concerns about Saudi supply persisted.

Oil Swings as Houthi Strikes Hit Saudi Arabia and U.S. Inventories Build
Crude prices oscillated sharply after Houthi attacks on Saudi infrastructure and a pipeline shutdown, while an unexpected rise in U.S. stockpiles offset early geopolitical risk premiums.

Gold climbs over 1% as subdued dollar and oil rally lift metal
Gold rose more than 1% against a weaker US dollar, with traders awaiting upcoming US inflation data and reacting to an oil rally.

Oil prices jump more than 2% following new Houthi strikes on Saudi Arabia and the Strait of Hormuz
Oil prices rose over 2% after reports of new Houthi attacks on Saudi Arabia and the Strait of Hormuz.

Gold Steady Near $4,400 as Inflation Data Looms
Gold prices held firm around $4,400 an ounce as traders positioned ahead of U.S. inflation readings that could shape expectations for a Federal Reserve rate hike.

SanDisk Highlights AI Demand to Drive NAND Growth, Targets 2028–2030
SanDisk CEO David Goeckeler outlined a strategic push for high-bandwidth flash memory to meet AI-driven data center demand, securing long-term contracts and financial targets.

Gold climbs over 1% amid a subdued US dollar and ongoing oil rally ahead of US inflation data
Gold prices rose over 1% as the US dollar weakened and oil prices continued to gain ahead of upcoming US inflation data.


SBA Communications CEO Ties Growth to Spectrum and 5G Expansion
SBA Communications CEO Brendan Cavanagh discusses growth strategy at Goldman Sachs conference, highlighting spectrum auctions and 5G build-outs. Stock closed at $186.74, down 1.03%.

Oil prices rise further as U.S.-Iran conflict worsens
Oil prices continued to climb as tensions between the United States and Iran escalated.

UK FTSE indexes fall to more than one-month low amid selloff over oil and inflation
UK FTSE indexes dropped to a more than one-month low amid a broad selloff linked to higher oil prices and inflation concerns.

Iraq oil exports rebound in August amid discounts and Iran approval
Iraq's oil exports rose to 2.34 million barrels per day in August, up from 1.35 million bpd in July, as discounts and Iran's approval for tanker passage contributed to the recovery.

Community Health Systems revises 2026 guidance amid market pressures
Community Health Systems trims 2026 adjusted EBITDA guidance to $1.338 billion from $1.415 billion, citing commercial elective softness and exchange-related headwinds. The company reports second-quarter EBITDA $60 million to $65 million below expectations.

Brent crude breaches $100 a barrel amid escalating Middle East conflict and tanker attacks
Brent crude rose above $100 a barrel as Middle East conflict and tanker attacks intensified.

Gold firms as weaker dollar and Middle East risks boost prices ahead of inflation data
Spot gold rises on a softer U.S. dollar, rising geopolitical risk from the Middle East and anticipation of Thursday's inflation report.

Oil prices rise after Saudi pipeline shutdown and Hormuz vessel attack
Oil prices have risen following the shutdown of Saudi Arabia's East‑West pipeline and a vessel attack in the Strait of Hormuz amid a widening conflict with Iran.

Goldman Reiterates $5,400 Gold Forecast for End of 2027 Despite Fed Hikes
Goldman Sachs trimmed its year-end fair-value estimate to $4,650 an ounce but maintained a $5,400 target for late 2027, citing central bank buying as the primary driver of projected gains.


Spot gold edges higher supported by a softer U.S. dollar and lower oil prices.
Spot gold prices rose as the U.S. dollar weakened and oil prices fell.

US Bans Select Canadian Goods as Oil Surges Toward $100
Washington imposes tariffs on Canadian dairy, alcohol and motorcycles, while Brent crude nears $100 on Middle East tensions ahead of key U.S. inflation data.

Oil prices surge past $100 per barrel as Middle East tensions escalate, impacting global equity futures and Asian markets
Oil prices rose above $100 a barrel amid rising Middle East tensions, affecting global equity futures and Asian markets.

Brent crude futures advance toward $100 per barrel, chilling global market sentiment
Brent crude futures are moving toward the $100 per barrel level, affecting market sentiment worldwide.

Europe faces rising economic and political pressure as gas reserve restocking stalls and diesel and refined oil prices near record
Europe confronts growing economic and political strain linked to delayed natural gas reserve restocking and near‑record diesel and refined oil product prices.

Almonty secures tungsten supply deal with Sandvik unit
Almonty has reached a tungsten supply agreement with a unit of Sandvik, according to a company news report.

Switzerland Bans Purchase and Import of Sudanese Gold
Swiss authorities prohibit the purchase, import and transit of Sudanese-origin gold, aligning with EU sanctions enacted in mid-July over conflict-related resource exploitation.

ICG Silver & Gold wraps Phase 1 drilling at Nevada’s Tuscarora Project
The company completed a 3,000-meter drill program in four target zones, with assay results expected in late 2026 before a mineral resource estimate in Q1 2027.

Goldman Sachs sees iron ore support at $90-95/t as costs rise
Goldman Sachs expects iron ore prices to find support between $90 and $95 per tonne as costs increase.


Teekay Tankers stock surges to 52-week high at $94.56 USD
Teekay Tankers Ltd's stock reaches a 52-week high of $94.56 USD, trading near this peak. The company reported strong second-quarter results, driven by record tanker rates.

Gold Rises 1.5% to $4,327/Oz, Recovers Post-Fed Rate Hike Losses
Gold climbed to roughly $4,327 an ounce in London Thursday morning, erasing most losses from Wednesday's US rate decision as Treasury yields retreated from post-hike peaks.

European gas slides to over-one-week low as French strike ends
TTF and UK gas contracts fall roughly 1.2% after a 24-hour strike on France's energy sector concludes, restoring Dunkirk LNG terminal capacity.

Diesel Prices Hit Record High in Germany
German fuel costs surge to new peaks as diesel averages €2.453 per liter, surpassing the April 2026 record, while Super E10 also reaches an all-time high at €2.314.

FTSE 100 Rises as Fed Hike Lifts Mood Ahead of BoE Decision
UK stocks gained ground Wednesday on the back of a 25-basis-point Federal Reserve rate increase, with investors looking ahead to Thursday's Bank of England policy meeting.

Unicorn Mineral Resources draws down £1.25m loan for Namibia copper project
London-listed miner taps unsecured facility from Electro Automation to fund the Klein Aub copper mine acquisition in Namibia.

STARPRIME Responds to Diverging Gold Market Demand with AM/PM Fixing and XAU24/7
STARPRIME announced it is introducing AM/PM fixing and XAU24/7 services in response to diverging gold market demand.

Helvetia Baloise posts CHF 632M underlying H1 earnings, IFRS profit hit by merger write-down
Underlying earnings rose to CHF 631.6 million in the first half of 2026, while IFRS profit fell to CHF 84.6 million after a CHF 671.7 million accelerated write-down on intangible assets from the Baloise merger.

U.S. energy producer to unveil major investment into Venezuela
A U.S. energy producer plans to announce a major investment in Venezuela's energy sector.


Gold Above $4,300 Supports the South African Rand Before Fed Meeting
Prices holding above $4,300 an ounce are providing support to the rand as investors await the Federal Reserve's policy decision.

Oil prices pull back from four-month highs as Middle East supply disruption fears ease
Oil prices have retreated from recent four‑month peaks as concerns over Middle East supply disruptions have lessened.

Swiss Hailstorm Causes Nearly SFr1 Billion in Insured Losses
August 2026 hailstorm across the Swiss Mittelland damaged over 100,000 vehicles, with claims roughly double the magnitude of the 2023 Ticino event.

Oil prices steady amid cooling Middle East supply jitters
Oil prices held steady as concerns over Middle East supply eased.

Crude oil futures rise as Brent tops $100 amid Middle East conflict and Gulf supply worries
Brent crude futures moved above $100 a barrel as geopolitical tensions in the Middle East and supply concerns in the Persian Gulf weighed on markets.

Brent Crude Breaches $100 a Barrel Amid Middle East Conflict Escalation
Brent crude futures climbed above $100 a barrel as escalating conflict in the Middle East and tanker attacks pushed oil prices higher.

Chilean Cobalt Completes Phase 2 Drilling at Rare Earths Project in Southern Chile
Chilean Cobalt finishes Phase 2 exploration on the NeoRe rare earths project, earning a 2% royalty interest, with first production targeted for early 2027.

Polish WIG30 Index Rises 0.24% on Wednesday
The WIG30 index advanced 0.24% on Wednesday, with energy, chemicals, and oil & gas sectors contributing to the gains. Top performers included PGE Polska, mBank, and Enea SA, while X Trade Brokers Dom Maklerski SA, Asseco Poland, and Pepco Group Nv were among the worst performers.

Galantas Gold sells Omagh gold project stake for $5M, shifts focus to Chile assets
Galantas Gold Corporation sold its 20% indirect stake in the Omagh gold project in Northern Ireland for $5.0 million, settling debt and forfeiting future royalties while redirecting resources toward Chile’s gold and copper projects.


Dow Jones, Nasdaq 100 Expected to Decline as Rising Oil Prices Weigh
US stock markets anticipate further declines amid rising oil prices, fueling inflation concerns and raising interest rate expectations. Oil prices surge amid renewed attacks in the Persian Gulf, with Brent crude exceeding $100 per barrel for the first time since July.

Lac Gold reports 1.7 million‑oz Rouyn resource at Rising Stars conference
Shares rose 4.3% to $0.365 as Lac Gold highlighted a 1.7 million‑ounce gold resource in Quebec and outlined its broader district‑scale growth plans.

European Stocks Slide as Bond Yields Surge and Energy Inflation Fears Mount
STOXX 600 fell 0.2% to 645.94 as German 10-year yields hit their highest since April 2011 and Brent crude stayed above $94 a barrel amid escalating US-Iran tensions.

Polish Energy Giant Orlen Loses $230M in Venezuelan Oil Deal Involving USDT
Poland's Orlen suffered a $230 million advance payment loss in a November 2023 Venezuelan crude deal after payments were routed through Tether's USDT, as prosecutors investigate and three former managers face trial.

First Majestic Reports High-Grade Silver-Gold Drill Results at San Dimas
Silver producer First Majestic released results from approximately 89,000 meters of 2026 drilling at its San Dimas mine in Mexico, including multi-meter intercepts exceeding 2,600 g/t silver.

Rain City Resources Partners with Quiborax to Evaluate Lithium Extraction Tech
The Canadian miner’s Chilean subsidiary signed a scientific and technological evaluation agreement with Chile’s Quiborax to test Rain City’s AC²ME lithium extraction process on historic tailings at the El Águila project. The deal does not yet constitute a commercial venture but could lead to further testing, pilot or commercial arrangements if results are favorable.

Global markets and European equities face pressures amid rising oil prices nearing $100 Brent and FX movements
Rising Brent crude toward $100 and recent FX moves are adding pressure to global markets and European equities, according to a Reuters report.

US crude output and demand rise in June, EIA says
US crude production rose to 13.79 million barrels per day in June, while total petroleum demand climbed to 20.74 million barrels per day, the EIA said.

Oil, Inflation and Interest Rates: The Connection Traders Should Understand
Oil is usually associated with petrol stations, transportation and energy companies.


Harworth Group reports H1 2026 results, with powered land gains offsetting residential drag
Harworth Group's H1 2026 results show a 3.7% accounting return loss, driven by residential valuation losses and industrial gains. The company's powered land portfolio shows promise, with significant data centre investments.

Polen secures $4 billion US military credit for defense upgrades
Washington approves a $3.44 billion loan under the Foreign Military Financing program to fund American arms purchases, part of a broader $17.2 billion in US aid to Poland since 2019.

Brent Crude Rises Above $100 Amid Middle East Conflict and Strait of Hormuz Tensions
Brent crude crosses the $100-a-barrel mark as geopolitical tensions escalate in the Middle East and around the Strait of Hormuz.

Energean H1 2026 cash flow rises despite Israel shutdown
Energean reported first-half 2026 free cash flow of $250 million, up 35%, and profit after tax of $160 million, up 45%, despite a 41-day Israel production halt.

Santana Minerals outlines permit timeline and financials for Bendigo-Ophir gold project
The New Zealand miner said fast‑track approval is expected by late November 2025, with production slated for 2028 and a 14‑year mine life delivering up to 120,000 ounces annually.

Energean H1 2026 cash flow rises 36% as Katlan advances
Energean reported H1 2026 free cash flow of $350 million and profit after tax of $160 million, while maintaining 2026 production guidance and keeping Katlan on schedule for first gas in H1 2027.

Swiss fuel prices hit yearly high as Brent tops $100
Average Swiss pump prices reach CHF 2.05 for unleaded 95 and CHF 2.30 for diesel, up 24%-29% year-to-date, as Brent briefly exceeds $100.

Steppe Cement posts $9m H1 profit, declares 2p dividend
Steppe Cement Ltd (AIM: STCM) said profit after tax rose to $9.0m for the six months to June 30, 2026, from a $0.5m loss, and declared a 2p interim dividend payable in October.

German steel production dips in July amid weak demand
Production of crude steel fell 2% month-over-month in July, marking the first decline for the year, as structural challenges persist.


Drone attacks curb output at half of Russia's top diesel refineries
Ukrainian drones forced five of six major Russian diesel plants to cut output or shut, tightening global fuel supplies and pushing US diesel above $6 per gallon.

Iraq seeks OPEC+ quota based on 6 mb/d capacity
Iraq wants future OPEC+ targets set at 6 mb/d, above its 4.431 mb/d ceiling and IEA's 4.9 mb/d estimate, as a capacity review is due by end-September.

Copper nears $6.87 resistance with overbought technical signals
Trading near a double-top zone, copper faces heightened risk of reversal as indicators signal potential exhaustion

M.P. Evans H1 2026 profit rises 25% on extraction gains
M.P. Evans reported record first-half 2026 results, with profit up 25% to $62.1 million, EPS up 21% to 86.5p and the interim dividend raised 39% to 25p.

Swiss equities open lower as SMI falls, Novartis under pressure
The Swiss Market Index drops 0.6% to 13,979 points, with only three SMI stocks gaining. Novartis faces renewed pressure, while Adecco and Barry Callebaut perform well.

Great Southern Copper starts IP geophysics survey at Cerro Negro prospect
The LSE‑listed miner has begun a five‑line, 6 km induced‑polarisation survey in Chile to generate 3‑D drill targets for Phase IV drilling.

Riverside Reports Gold-Zinc Drill Results from Mexico Project
Riverside Resources Inc. announces drill results from its Union Project in Mexico, highlighting significant gold and zinc intersections and ongoing exploration efforts.

Gold Reclaims $4,400 as Dollar Eases, Fed Pressure Lifts
Spot gold added 1% to $4,399.14 an ounce on Wednesday, buoyed by a weaker dollar and fading immediate probability of a September rate hike. Brent crude topped $100 for the first time since May.

Torque Metals targets 1 million ounces at Ritz Gold Project
The Australian miner reports a 351,000‑ounce resource, high‑grade intercepts and a $13 m cash balance as it plans 70,000 m of drilling to expand its Kalgoorlie land package.


Elemental Royalty completes Vizsla Royalties acquisition
Elemental acquired 2.0%-3.5% net smelter return royalties on Vizsla Silver's Panuco project, paying about C$82 million and issuing 8.1 million shares.

Coyote Copper secures Phase 1 drill permits for Arizona Copper Springs project
The TSXV‑listed miner received approval for 37 drill locations, expanded its land base to 72.36 km² and outlined warrant acceleration that could raise over $3 million.

Silver Acadia reports final drill results from Nicholas-Denys project
Silver Acadia Exploration Inc. (CSE: SLA) has released final drill results from its Nicholas-Denys project in New Brunswick, Canada, highlighting significant mineralized zones and assay results.

Brunswick sees strong dealer demand at Cannes boat show
Brunswick Corporation reports strong dealer interest and sales growth at the 2026 Cannes Yachting Festival, with Mercury Marine capturing 67% of outboard engine market share.

Citi cuts gold exposure on hawkish Fed outlook
Citi has cut its gold exposure due to a hawkish outlook for the Federal Reserve.

Copper hits record $14,533/ton amid US tariff uncertainty
Rising demand from renewables and data centers, coupled with geopolitical tensions and supply-chain pressures, propelled copper futures to an all-time high on the London Metal Exchange.

HSBC says Saudi pipeline outage could revive oil market deficit
A three-to-five-week repair to Saudi Arabia’s East-West crude pipeline may push global crude into a temporary deficit of about 6 million barrels per day, HSBC said.

FTSE 100 falls as oil rises and AI safety dispute clouds markets
European and U.S. shares eased as Brent crude climbed on a Saudi pipeline outage, while AI leaders clashed over development speed and UK labour data showed cooling pay growth.

UBS to Liquidate CMCI Future Commodity ETF Citing Profitability Concerns
The fund’s board said it can no longer be managed viably, setting a redemption deadline of Oct. 23 and aiming to settle proceeds by Nov. 6. Secondary‑market holders may face longer processing times.


Arctic Minerals Advances Swedish Copper Projects at Aktiedagen 2026
Arctic Minerals outlined progress at Hennes Bay and Bidjovagge, citing copper demand, geophysics and permitting milestones over the next five years.

Zanaga Iron Ore starts bulk sampling at Congo project
Mining company begins extraction of roughly 30,000 tonnes of hematite ore for metallurgical testing at its Stage 1 operation in the Republic of Congo.

Kistos reports $205m pro-forma H1 EBITDA, completes Oman Blocks 3&4 deal
Kistos said pro-forma H1 2026 EBITDA was about $205m and actual EBITDA $154m, after completing a 20% interest in Oman Blocks 3&4 and refinancing debt.

Gold prices firm on a softer US dollar, upcoming inflation data, and Middle East geopolitical risks
Gold held firm as traders weighed a softer US dollar, upcoming inflation data, and geopolitical risks in the Middle East.

Canada Seeks C$1 Trillion in Foreign Investment as US Tariff Threat Looms
PM Mark Carney hosts an investor summit targeting 160+ projects in mining, energy, tech and infrastructure, aiming to offset 50% US tariff threats with C$1 trillion in five-year inflows.

Hormuz shipping traffic falls after attacks
Kpler data show raw-material freighters passing the Strait of Hormuz fell from 10 to 4 after attacks, with Bab el-Mandeb traffic also declining.

Gold holds steady near $4,300 per ounce as investors await the U.S. Federal Reserve's policy decision.
Gold prices remained steady around $4,300 per ounce while market participants waited for the upcoming U.S. Federal Reserve policy announcement.

Oil prices extend gains after Houthi strikes, Iranian ship attacks, Saudi pipeline closure
Oil prices rose as Houthi strikes on Saudi Arabia, attacks on Iranian ships and the shutdown of Saudi Arabia's East-West pipeline raised supply concerns.

Trump urges Zelenskyy to stop targeting Russian diesel as US diesel hits $6 per gallon
U.S. diesel prices broke $6 a gallon while Brent crude rose about 72% year‑to‑date; Trump said Ukraine’s attacks on Russian diesel facilities are hurting the world.


Oil prices rise amid supply concerns after Saudi drone attacks and East-West pipeline outage
Oil prices increased as drone attacks on Saudi Arabian energy facilities and an outage on the East-West pipeline raised supply concerns.

Oil Prices Surge Over 4% to 16-Week High on Saudi Strikes and Gulf-Tensions
Oil climbed more than 4% to a 16-week peak as strikes hit Saudi energy infrastructure, shipping attacks escalated in the Middle East, and Gulf-Iran talks were cancelled.

Electromed presents growth and niche opportunity at H.C. Wainwright conference
Electromed, a company specializing in airway clearance technology, presented its financial performance and market potential at the H.C. Wainwright conference, highlighting its focus on bronchiectasis treatment.

Gold Slips as Oil Rally Fuels Rate Hike Bets Ahead of Fed Meeting
A continuing energy rally is intensifying expectations for a Federal Reserve rate hike, weighing on gold prices.

MARA Holdings Highlights AI Demand Amid $1T+ Infrastructure Push
AI-driven data center demand surged in 2024, with hyperscalers and miners securing over $160B in colocation deals, as companies like MARA Holdings and CleanSpark expand capacity ahead of 2025 revenue targets.

Tesoro Minerals raises C$1M in private placement for Peru exploration
Junior miner advances C$1M gross proceeds to fund geological work and capital needs at two Peruvian properties, excluding investor relations spending.

Gold trades near $4,343 as technical levels point to bearish bias
Gold's 5-hour chart shows a bearish close near $4,343, with support at $4,313 and resistance at $4,364, while a completed head-and-shoulders top frames downside targets.

Copper breaks 200-period MA at $6.412: Live levels
Copper price breaks below 200-period SMA at $6.412, with volatile trading around $6.41–$6.57 band. Oversold signals clash with technical indicators.

Silver nears $63.92 support amid bearish momentum
Silver futures hover near $63.92, testing the 200-period simple moving average amid a potential double-top breakdown risk.


Brent Oil Sinks Below $106 as Bearish Technical Signals Multiply
Brent crude slides from its recent $109.97 high toward $105.32, with a bearish MACD crossover and RSI falling from overbought territory raising the prospect of further downside.

London Gas Oil Reverses From $1,534 High, Tests $1,462 Support
London Gas Oil slipped to $1,463.88 on the 5-hour chart after failing above $1,534, with Ichimoku cloud support at $1,462-$1,463 and lower targets at $1,432, $1,385 and $1,330.

WTI Crude Stalls Near $104.46 High as Momentum Fades
Crude oil futures stalled near their recent high of $104.46 on Sept. 14 as key momentum indicators showed fading strength, with traders eyeing the $103–$104.46 resistance zone for direction.

Natural Gas Tests $2.90 Resistance as Range Holds Near $2.82-$2.88
Natural gas hovered near $2.899 on a five-hour chart, testing a dense resistance cluster at $2.890-$2.906, with key support at $2.815 and $2.753.

Gorilla Gold Mines Touts 1.5M Oz Resource Base at Resources Rising Stars Conference
The junior gold miner described building a 1.5-million-ounce resource in two years across multiple Western Australia projects, posting a debt-free balance sheet with AUD 20 million in cash.

AAR Backs Gold Growth With Mandilla Development Plan and Strong Cash Position
AAR presented Mandilla as a 100,000-ounce-a-year gold operation, with AUD 62 million development capex, AUD 650 million cash and drilling plans at Theia, Kamperman and Spargoville.

Brent crude stays under $100 per barrel amid U.S.-Iran conflict escalation and supply disruptions
Brent crude remains below $100 per barrel despite escalation in the U.S.-Iran conflict and supply disruptions.

Plattsburgh, NY, Considers Ban on Crypto Mining and AI Data Centers
The town of Plattsburgh in New York is considering a 12-month moratorium on land use for operations requiring 300 kW or more, including crypto mining and AI data centers.

Grid Metals Reports Pollucite-Dominant Cesium Results at Falcon West, Starts Ore Sorting Tests
Grid Metals says Lucy South pegmatite is dominated by pollucite, with a 0.98 Cs2O-pollucite correlation, and has engaged SGS Canada for >300 kg XRT ore sorting work.


Smithfield Foods cuts Q3 profit outlook amid pork margin squeeze
The pork processor now expects a $70‑$90 million loss in fresh pork and a $25‑$45 million profit in hog production for Q3, while reaffirming its FY 2026 packaged meats income range.

Harbour Energy: cash flow surge supports 500,000 b/d output and shareholder returns
Harbour Energy raised full-year output to 490,000-500,000 b/d and lifted free-cash-flow guidance to at least $1.8 billion, while maintaining a 45%-75% payout policy.

Chevron's Venezuela Growth Plan Targets 600,000 Barrels/Day by 2031
Chevron's executive at the Barclays Energy-Power Conference outlined a $7 billion five-year investment plan to double Venezuela's oil production to 600,000 barrels per day by 2031, leveraging improved legal and fiscal terms.
TechnipFMC cites direct awards and subsea advantage as growth drivers at Barclays conference
CEO Doug Pferdehirt highlighted an eight‑fold stock rise, steady $10 bn annual orders and a shift to 80% direct‑award business while outlining deep‑water FID outlook and regional expansion plans.

Gold Holds Near 38.2% Fibonacci Support at $4,452 Amid Mixed Technical Signals
Spot gold traded around $4,479, hovering just above the 38.2% Fibonacci retracement level, with resistance near $4,490 and $4,555. Traders outlined bullish and bearish entry points, stops and targets based on moving averages and ATR.

WTI crude oil trades near $100 as technical indicators signal overbought conditions
WTI crude oil hovered around $100.5, with the 5‑hour chart showing a parabolic top at $104.44 and RSI at 75.8. Analysts outlined bearish and bullish entry points, stop‑losses and targets.

Silver consolidates near $68 resistance as hourly levels point to range
Silver trades at $66.815 inside a $65.80-$68.00 range, with key moving averages and a bearish SuperTrend shaping potential breakout or fade scenarios.

Natural Gas Prices Hold Near $2.94 Amid Fading Momentum
Natural gas prices remain caught between $2.87 and $3.03, with technical indicators suggesting weak trend strength and fading bullish momentum.

London Gas Oil Climbs 4.2% to $1,453 as Technical Indicators Show Stretched Conditions
Gas oil futures surged above $1,450 with RSI registering overbought readings as prices remain well above key moving averages amid a choppy trading range.


European gas prices hit highest since 2023 on Iran shipping risk
Dutch TTF gas futures rose above €75/MWh and UK wholesale contracts reached 186p/therm as Iran-related disruption risks to LNG shipping lifted energy prices and bond yields.

Barry Callebaut shifts strategy to growth as cocoa prices stay elevated
Barry Callebaut outlined a Focus for Growth strategy targeting 2%-4% volume growth, with cocoa prices near $4,500/ton and leverage targeted near 3.0x.

US-Canada trade war escalates as US stocks and futures slide alongside rising oil
Escalating trade tensions between the United States and Canada coincide with declining US stock futures and higher oil prices.

Bitcoin Tests Key Support as WTI Crude Hits Three-Month High
BTC fell below $78,000 as Middle East strikes pushed WTI toward $95 per barrel, raising inflation worries ahead of Friday's CPI report.

Jefferies upgrades Energean to hold, raises price target to 800p
The brokerage lifted its London‑listed price target by 18% and raised its net asset value estimate, citing improved risk‑reward after 2026 weakness.

Oil prices surge toward $100 per barrel on Middle East and trade risks
Crude oil prices moved toward $100 per barrel amid prolonged Middle East conflict risks, Iran's retaliation warnings, and escalating US-Canada trade tensions.

Gold prices rise as US dollar eases ahead of inflation data
Gold prices climb while the US dollar eases ahead of upcoming US inflation data releases after the Labor Day holiday.

Power Metallic Defines High-Grade Lion Resource at ~3.9% CuEq
Power Metallic Mines reported a maiden Lion resource of 4.75 million tonnes at 3.9% CuEq, with more than 85% indicated and 406 Mlb contained CuEq, open at depth.

Vessel struck in Strait of Hormuz amid widening U.S.-Iran war and escalating oil supply concerns
A vessel was struck in the Strait of Hormuz as tensions between the United States and Iran rise, raising concerns about oil supply.


Global diesel supply crunch expected to last through winter
Tight diesel supplies are expected to persist into winter as Middle East and Russian refining disruptions limit fuel exports and draw down stocks.

Oil prices climb toward $100 as Middle East peace hopes fade
Oil rose near $100 per barrel as U.S.-Iran threats, a Saudi refinery attack and new Strait of Hormuz shipping risks lifted prices.

Saudi Benchmark Index Drops 1.0% After Drone Attacks on Key Oil Pipeline
The Saudi equity market fell as drone strikes targeted a key oil pipeline in the kingdom on Saturday.

Rain City Resources partners with ZERO13 to launch lithium traceability system
Rain City Resources (CSE:RAIN) teamed with ZERO13 to build a blockchain‑enabled traceability platform for lithium, while restructuring a convertible loan note and adding two advisory board members.

Freight tanker funds and shipping rates surge amid widening Iran war and oil supply shocks
Freight tanker investment funds and shipping rates have risen as the Iran conflict and oil supply disruptions intensify.

Krait Critical Minerals to acquire antimony projects in Washington
Krait Critical Minerals will acquire Nevada Hills Antimony LLC, issuing 2.5 million shares at $0.87 and $75,000 cash, while planning a $1.5 million private placement for further exploration.

Canaf subsidiary Quantum acquires South African carbon producer CRS for $1.25 million
The August 31, 2026 deal involves R14.4 million paid for shares and an intercompany loan to settle liabilities, funded from Quantum’s cash reserves. CRS produces char reductant for ferrochrome smelters and will be integrated into Quantum’s Southern Coal unit by end-October 2026.

Saudi Arabia faces critical East-West pipeline outage threatening 4% of global oil supply and export stock depletion
A reported outage on Saudi Arabia's East-West pipeline could affect about 4% of global oil supply and reduce export stocks, with potential impact on Brent prices.

Nova Minerals Receives 500 Tons of Antimony Processing Equipment
The Estelle project received more than 40 containers of crushing, milling, flotation and refining equipment at Port MacKenzie, Alaska, in a step toward 2027 antimony production.


Gold prices climb as the U.S. dollar softens ahead of upcoming U.S. inflation data releases
Gold prices rose while the U.S. dollar weakened ahead of upcoming U.S. inflation data releases.

Yellow Cake Shareholders Approve All 14 AGM Resolutions
Yellow Cake plc shareholders approved all 14 resolutions at its annual general meeting, including auditor re-appointment and share allotment powers, with turnout near 59%.

Oil Prices Climb Toward $98-$100 on Middle East Risks and Stronger Chinese Demand
Crude approaches key psychological thresholds amid escalating geopolitical tensions, supply concerns, and rebounding purchases from China.

Euro yields rise as Brent nears $100 and ECB rate hike looms
Euro yields climbed on Tuesday as US Treasury yields hit multi‑year highs and Brent crude approached the $100 a barrel mark, sharpening expectations of an ECB rate increase.

FTSE 100 Falls as Hormuz Tensions Impact Energy Markets
The FTSE 100 declined 0.1% as geopolitical tensions in the Strait of Hormuz and Houthi attacks on Saudi energy facilities weighed on energy markets and commodity prices.

European Stocks Fall as Crude Oil Holds Above $90 on Iranian Threats
Brent crude extends gains past $90 on Persian Gulf supply risks, compounding euro-area inflation pressure ahead of the ECB's expected rate hike.

Diesel Approaches $6 While Gasoline Sets Labor Day Record
Diesel prices are nearing $6.00 per gallon, up from an earlier $5.80 target, as gasoline averaged $4.14 for the Labor Day weekend, surpassing the 2012 record of $3.82 amid crude oil trading near $90 a barrel.

Natural Gas Technicals Point to Structural Turn Near $2.80, Analysis Shows
A long-term structural analysis suggests natural gas may be nearing the completion of a fifth phase after sliding toward ~$2.80, with the current move framed as conditional on reversal confirmation.

Iran Threatens Gulf Maritime Exclusion Zone as Brent Nears $98
Iran warned of a Persian Gulf maritime exclusion zone and retaliation against U.S. energy assets after U.S. strikes on Iranian tankers, lifting Brent crude to $98.01.


Hormuz ship attack and Saudi pipeline strike raise oil supply risks
A projectile hit a ship in the Strait of Hormuz and a drone strike closed Saudi Arabia's East-West pipeline, raising crude supply risks.

Copper Hits Record as Novartis Drops on Study Miss; SMI Expected Lower
Copper surged to an all-time high above $14,500 a tonne on supply fears, while Novartis sank 5.2% pre-market after a failed muscle-disease study. The SMI was expected to open down.

Copper hits record $14,533 a tonne on supply and tariff concerns
LME copper reached a fresh high Monday, up more than 40% in a year as Chilean output falls, demand grows and traders weigh possible US tariffs.

Oil prices rise due to escalating Middle East conflict and Strait of Hormuz supply risks
Oil prices have risen amid heightened Middle East conflict and concerns over supply disruptions in the Strait of Hormuz.

Goldman Sachs raises oil forecasts on Middle East shipping risks
Goldman Sachs lifted Brent and WTI forecasts by $5 for December 2026, citing prolonged Middle East shipping disruptions and possible Gulf supply gaps.

Gold Prices Rise as Dollar Weakens Ahead of US Inflation Data
Gold climbed as the US dollar eased, with markets looking toward upcoming US inflation figures for direction.

Oil Prices Rise on Middle East Conflict and Strait of Hormuz Supply Concerns
Crude markets climb as geopolitical tensions escalate and shipping routes through the Strait of Hormuz face growing disruption risks.

Oil Prices Rise on Middle East Conflict Risks and Strait of Hormuz Supply Concerns
Oil prices climbed as escalating tensions in the Middle East heightened concerns about potential disruptions to shipments through the Strait of Hormuz.

Gold prices steady near $4,400 an ounce amid Middle East tensions and US dollar movements against the yen
Gold prices held steady near $4,400 an ounce as traders monitored Middle East tensions and fluctuations in the US dollar versus the yen.


California diesel prices climb significantly, approaching $8.30 per gallon
Diesel prices in California have risen sharply, nearing $8.30 per gallon.

Maritime trackers report an attack on shipping near the Strait of Hormuz, raising concerns over oil supply disruptions
Maritime trackers say an attack on vessels near the Strait of Hormuz has raised concerns about possible oil supply disruptions.

Gold steadies near $4,400 per ounce amid Middle East tensions and USD/JPY moves
Bullion held near the $4,400 level as Middle East tensions and currency movements in USD/JPY kept the metal in focus.

Gold steadies near $4,400 an ounce amid Middle East tensions and US dollar movements against the yen
Gold steadied near $4,400 per ounce as Middle East tensions and US dollar moves against the yen were observed.

Oil prices rise to six‑week highs as US‑Iran conflict escalates, OPEC+ keeps October output policy
Oil prices climbed to six‑week highs amid escalating US‑Iran conflict and Middle East attacks, while OPEC+ maintained its October output policy.

Oil prices extend gains following tit-for-tat strikes between the U.S. and Iran on vessels in the Strait of Hormuz
Oil prices rose after reciprocal strikes by the United States and Iran targeted vessels in the Strait of Hormuz.

US stocks retreat as oil crosses $100 and yields rise ahead of inflation data
U.S. equities fell as oil prices moved above $100 per barrel and bond yields increased before upcoming inflation figures.

Defensive ETFs and Certificates Offer Lower Volatility Amid Market Uncertainty
With world equity markets near record highs but facing rising US debt, upcoming elections and high oil prices, investors turn to diversified ETFs and tracker certificates that aim to limit downside risk.

Oil prices extend gains following U.S. and Iran tanker strikes in the Strait of Hormuz
Oil prices extended gains following U.S. and Iran tanker strikes in the Strait of Hormuz.


AI data centres spur energy demand as DAX falls below 26,000
Middle‑East tensions, higher oil prices and rising rate worries pushed European markets lower on Tuesday, while analysts warn that AI‑driven power needs could create new opportunities for energy firms.

Shell reshapes US power portfolio with gas plant acquisition and a $715 million sale
Shell is restructuring its U.S. power assets through a gas plant acquisition and a $715 million sale.

Gold or Swiss Franc? How Two Safe Havens Behave in Times of Crisis
When financial markets become nervous, two names frequently return to the conversation: gold and the Swiss franc.

US Dollar Stalls Amid Inflation Risks and Narrowing Yield Gap
The dollar index hovered near its lowest level since last May as food and energy price pressures rise and the yield spread with Japanese bonds narrows, limiting upside from high Treasury yields.

Iran fuels near‑term oil price surge as Venezuela’s output remains years away
Investing.com analysis says escalation with Iran is adding a geopolitical premium that has pushed crude above $90 a barrel, while Venezuela’s planned 1.5 mb/d expansion is unlikely to affect current market tightness for 3‑5 years.

DAX slips below 26,000 points as rate outlook and oil prices tighten
The German benchmark index fell 0.37% to 25,951, breaking the 26,000 level amid ECB rate‑hike expectations, US inflation data and Brent crude trading above $97.

Gold faces pressure from inflation worries and rising yields, analysis says
Investing.com analysis notes that higher oil prices, Treasury yields and a hot CPI could push gold below $4,310, with $4,100 and $4,000 as next support levels.

Iran parliament speaker warns of strikes on US energy firms
Speaker Mohammad Bagher Ghalibaf said Tehran could target US oil and gas assets after recent US attacks on Iranian tankers, as shipping through the Strait of Hormuz hits its lowest level since May.

Gold bears eye $4,275 as correction deepens
Investing.com analysis says gold is testing $4,360 support; a break could push the metal toward $4,275, though the long‑term bullish trend remains intact.


Record heat drives up food prices in Austria, central bank says
The Austrian National Bank warns that unusually hot and dry weather is lifting prices for fruits, vegetables, dairy, eggs and beer, adding about 0.1 percentage point to inflation forecasts.

Dutch central bank shifts 86 tonnes of gold to London to boost liquidity
The Netherlands moved about 86 tonnes of gold from New York and Ottawa to the Bank of England, raising its London holdings to 32% of total reserves while keeping overall reserves at 612.4 tonnes.

Why the BoC’s Inflation Warning Could Signal a Longer‑Term Looney Upswing
The Bank of Canada’s recent inflation caution may be more than a headline – it hints at tighter policy ahead, while U.S. rate moves and commodity trends set the stage for a measured CAD rally.

Why Broker Liquidity Crunch Is the New Hidden Cost for CFD Traders
When market stress squeezes broker liquidity, CFD spreads widen and margin calls become more frequent, eroding retail returns even before financing fees bite.

GeoPark shares jump 4% as Grupo Gilinski takes controlling stake and Venezuela assets
GeoPark Ltd rose 4% after Grupo Gilinski agreed to acquire a 56.3% stake for $12.22 per share, giving the company access to a 25‑year oil contract in Venezuela’s Orinoco Belt.

South32 reports 28% EBITDA rise and 55% earnings jump in FY26
Underlying EBITDA grew to $2.5 bn and underlying earnings to $1 bn, while the company announced a 5.4‑cent dividend and an Alcoa deal valued up to $5.6 bn.

Gold targets $4,590‑$4,641 decision zone as recovery gains momentum
Gold trades near $4,527, above the daily VC PMI mean, with the analysis flagging a $4,590‑$4,593 resistance cluster as a key decision area and support near $4,458.

Silver analysis sees breakout targets near $68.9 and $71
Investing.com technical analysis notes silver closed near $67.34 after rebounding from a $63.88 low, with potential moves to $68.89 and $70.95 if resistance holds, while outlining key support zones.

Brazil road freight rates lag 10.5% as diesel prices rise 17.6% in H1
A survey by NTC & Logística shows Brazil's road freight rates fell 10.5% in the first half of 2026, while diesel, which accounts for 44.7% of transport costs, jumped 17.6%.


Why the Canadian Dollar’s One‑Week High Signals More Than a Temporary Bounce
The loonie’s modest rise on BoC’s inflation warning reflects a deeper policy divergence and commodity backdrop that could reshape its medium‑term trajectory.

TotalEnergies secures 4 million barrels in Brazil federal oil auction, Petrobras takes 900,000
TotalEnergies bought three lots totalling 4 million barrels from the Búzios field, while Petrobras acquired a single lot of 900,000 barrels from Atapu. Four lots remained unsold and will be re‑auctioned in September.

Iran buries wedding attack victims as oil climbs above $96 a barrel
Iran held funerals for victims of a U.S. strike on a wedding venue while retaliatory attacks on regional targets pushed Brent crude futures above $96 per barrel.

Laramide files technical report for Westmoreland uranium project
Laramide Resources filed a July 22 technical report outlining a preliminary economic assessment for its 100%-owned Westmoreland uranium project in Queensland, recommending a move to a pre‑feasibility study.

Helix Exploration pauses Montana helium production after regulator order
The Montana Board of Oil and Gas Conservation ordered a halt at Helix's Rudyard helium facility pending permit clarification; the company remains operational in Oklahoma and faces an Oct. 15 hearing.

Helix Exploration faces regulatory pause at Montana helium facility
Montana Oil and Gas Conservation Board ordered a halt to production at Helix Exploration's Rudyard helium plant pending clarification of gas‑management procedures.

U.S. natural gas storage rise matches forecast, easing price volatility
EIA data shows 30 billion cubic feet increase in inventories, doubling the prior week's gain and aligning with market expectations to steady gas prices.

USD/JPY slides as yen strengthens amid rate expectations and oil rises
The dollar fell to a two-month low against the yen as rate-hike bets firmed and oil prices pushed higher. Middle East tensions and U.S. jobs data loom.

Arabica coffee hits 5-week low; sugar falls from 16-month peak
Arabica futures slid to a five-week trough on robust Brazilian supply, while raw sugar retreated from a 16-month high after a technical correction. Cocoa also eased from yearly peaks.


Iron ore prices rise on China blast furnace activity rebound
China’s iron ore futures advanced as blast furnace utilization climbed to an eight-week high, while Singapore-traded contracts also gained. Analysts cite easing supply curbs and stronger steel exports.

Industriemetalle als Depotbeimischung: Kupfer und Zink im Fokus
Kupfer, Zink und andere Industriemetalle profitieren von KI-Boom und Energiewende. Experten raten zu 5–10% Beimischung in diversifizierten Portfolios als Inflations- und Krisenpuffer.

U.S. trade deficit widens 24.4% in July to $88.6 bln
Goods trade deficit climbs 17.3% as imports surge to record $140.3 bln in capital goods. Oil and industrial supplies weigh on exports.

Global bond rout deepens on oil surge, fiscal fears
Yields hit multi-decade highs as crude nears $95, debt concerns mount in Europe and Japan amid Middle East tensions. Traders price 70% odds of a Fed hike.

Wine Bank Zürich spotlights underrated Pinot Meunier in Champagne tasting
The Wine Bank Zürich hosted an event focused on Pinot Meunier, the oft-overlooked third grape of Champagne, featuring 13 rare bottles and guided by sommelier Jelena van Eerdenurg.

European wheat prices fall after Putin comments on Ukraine peace talks
December milling wheat on Euronext drops 3.2% to €248.5 per ton as traders weigh limited progress in peace talks. Chicago wheat futures also retreat from multi-year highs.

Scorpio Tankers reports Q3 2026 TCE rates, charters three vessels
Scorpio Tankers disclosed daily TCE revenue rates for Q3 2026 and secured three-year charters for two LR2 and one MR tanker. Fleet expansion includes newbuild deliveries through 2030.

S&P warns on risks in China's credit rating practices
Agency flags discrepancies in local ratings vs global standards as regulators push for reform. China's bond market faces growing scrutiny over rating concentration.

Impala Platinum posts R31.7 bln profit, reserves up 9% in FY2026
South African miner reports record earnings and free cash flow, declares R17.1 bln in dividends as platinum group metals prices surge. Reserves rise to 53.8 mln ounces.


Canadian stocks close lower as TSX drops 0.76%, gold and oil decline
The S&P/TSX Index fell 0.76% on Friday, led by losses in materials and tech sectors, while gold futures dropped 3.38% to $4,506.50 per ounce.

Wheat hits 3-year high as Black Sea tensions disrupt grain exports
Chicago wheat futures surged to $7.84 per bushel, the highest since 2023, amid escalating military activity in the Black Sea that threatens Russian and Ukrainian grain shipments.

Canada stocks fall 0.76% as materials, tech weigh on S&P/TSX
The S&P/TSX Composite declined 0.76% Friday, led lower by materials and IT shares. Gold futures dropped 3.38% to $4,506.46 an ounce.

Canada stocks end lower as materials, tech weigh on S&P/TSX
The S&P/TSX Composite fell 0.76% Friday, with losses in materials and IT offsetting gains in waste management and cannabis. Gold futures slipped 3.39% to $4,505.94/oz.

Oil edges lower amid U.S.-Iran strike uncertainty
Crude prices slipped as market participants assessed potential supply risks tied to escalating geopolitical tensions.

Wheat futures retreat in Chicago after multi-year highs
Chicago wheat fell 8.5 cents to $7.74 per bushel Wednesday, paring gains after overnight highs amid Black Sea export concerns and profit-taking.

Gold.com posts record $5 bln Q4 revenue, net income rises 18%
Precious metals retailer Gold.com reported a near-doubling of revenue to $5 billion in Q4 2026, while net income increased 18% to $12.2 million. Full-year revenue surged 132% to $25.5 billion.

Raw sugar hits 16-month high; arabica coffee falls 3.7%
ICE raw sugar futures rose 1.9% to 18.70 cents per pound, while arabica coffee dropped to a five-week low as Brazilian exports recovered. Cocoa prices also fell after a surge to one-year highs.

Canadian stocks rise 0.74% as S&P/TSX closes higher
The S&P/TSX gained 0.74% Wednesday, led by gains in materials, healthcare and financials. Gold futures advanced 0.83% to $4,432.96 per ounce.


Heat and floods threaten China's key crop harvests
Extreme weather in major growing regions risks lowering corn, soybean and cotton yields, potentially lifting imports of feed grains and U.S. agricultural products.

Green Pool cuts 2026/27 global sugar deficit forecast to 3.24 mln tons
Revised estimate reflects higher Indian output and Russian beet trials, offsetting EU and UK declines amid drought pressures.

U.S. natural gas futures rise 2.89% as trading session ends
Natural gas futures for October delivery climbed to $2.96 per MMBtu, extending gains amid the U.S. trading session. Oil benchmarks also advanced, with Nymex crude up 2.36% to $84.17 per barrel.

Soybean futures reach contract highs on Chinese demand
Futures prices climb to the highest level in the current contract cycle amid reported buying interest from China.

Brazil extends crude oil export tax for 60 days after court ruling
Camex approves 12% levy extension as legal dispute with oil firms persists; ruling suspending the tax prompted temporary reinstatement.

Gold futures drop 3.2% in U.S. session as dollar strengthens
December gold futures fell to $4,514.16 per ounce, pressured by a 0.52% rise in the U.S. Dollar Index to 99.61. Silver and copper also declined.

Brazil coffee exports revised higher by 1.23 million bags in August
Cecafé corrected partial August export data after a system error undercounted shipments from the Santos port. Arabica futures fell before partially recovering.

Kalshi loses appeal to block Nevada oversight of prediction markets
Federal appeals court rules 3-0 that Nevada can regulate Kalshi’s sports betting contracts, setting up potential Supreme Court review amid conflicting circuit decisions.

US energy rig count steady at 588 as oil rigs dip, gas rises
Total US energy rigs held flat at 588 in the latest week, with oil rigs falling 5 while gas rigs rose 5. Year-over-year growth remains strong at 9.7%.


EverGen posts 71% revenue growth in Q2 2026 turnaround
Renewable natural gas producer beats forecast with CAD 4.8 million in revenue, narrowing net loss and raising run-rate EBITDA target. Adjusted EBITDA surged 416% year-over-year.

Brazil extends crude oil export tax by 60 days amid legal dispute
Camex approves 12% tax extension after court ruling suspends levy, leaving future of collection unresolved. Decision follows legal challenge from oil sector.

Trump proposal may curb Argentina beef exports to U.S. amid quota shift
A proposed 90-day tariff-free beef quota of up to 300,000 metric tons could redirect U.S. demand away from Argentina, which has tripled shipments this year.

Iron ore prices fall as steel mill margins tighten, inventories rise
Singapore-traded iron ore futures slipped below $100 per ton as rising coking coal costs and higher port stocks weighed on steelmakers' profitability.

CBOT wheat futures set to fall after multi-year high
Soft red winter wheat December contracts down 6-3/4 cents to $7.75-3/4 per bushel after peaking since 2023 on Black Sea export disruptions.

Silver’s rally masks structural supply constraints tied to zinc, lead
Byproduct silver output from lead and zinc mines, which account for 74% of global supply, faces constraints as zinc treatment charges hit record lows and mine production declines.

Vivakor Supply & Trading forecasts $270M Q3 2026 revenue from oil trading
The subsidiary’s preliminary outlook for the three months ending September 30, 2026, reflects contracted crude oil volumes and current pricing assumptions. Revenue guidance differs from annualized commercial activity estimates.

Vox Royalty acquires 2% royalty on White Dam gold mine for A$5 million
The acquisition expands Vox Royalty’s portfolio with a 2% net smelter return on the South Australian mine, previously operated by Broken Hill Gold. The deal follows recent drilling results at White Dam North.

Greenland Mines completes rare earth project acquisition in Greenland
The deal for the Sarfartoq neodymium-praseodymium project includes $20M cash and $15M in securities. Neo Performance Materials gains strategic stake and off-take rights.


India soybean oil imports hit record in August as refiners stockpile ahead of festivals
Soybean oil imports surged 21% to 601,000 tons, while total edible oil inflows rose 4% to an 11-month high. Sunflower oil shipments fell 38% amid Black Sea disruptions.

Ships add jury-rigged anti-drone shields amid Black Sea escalation
Cargo and tanker operators deploy water tanks, tyres and netting to counter drone threats as attacks on maritime traffic intensify. Russia and Ukraine both blame the other for escalating strikes.

European cement prices diverge in July, France leads gains
France posted the strongest monthly increase in cement prices, while Germany and the UK lagged. Year-over-year gains ranged from 1.2% to 4% across major markets.

Oil rebounds as Russia-Ukraine war risks overshadow Iran concerns
Crude prices reversed losses after reports suggested Russia may escalate its war effort, while grain and fertilizer markets surged. U.S. natural gas futures climbed to a four-week high amid late-summer heat forecasts.

Scorpio Gold reports high-grade assay results at Nevada project
Drilling program at Manhattan District yields up to 3.02 g/t gold over 48.92m, expanding inferred resources to 740,000 oz. Phase two program covers 32,585m across 114 holes.

Lindt & Sprüngli cuts costs with ski weekend cancellation, hiring freeze
Swiss chocolate maker suspends annual ski event and tightens hiring amid efficiency drives to offset surging cocoa costs. Christmas party also at risk, spokesperson confirms.

Brazil corn harvest forecast raised for 2026/27; sorghum cut for 2026
Safras & Mercado projects Brazil’s corn output at 145.6 million tons for 2026/27, up from 139.3 million in 2025/26, while trimming sorghum to 4.55 million tons amid dry conditions in key states.

Frontline tanker operator earnings eyed as rates ease from crisis highs
Second-quarter results expected to show revenue near $746M and EPS of $2.66 as tanker rates cool from March 2026 peak. Analysts remain mixed on outlook.

EKPO, Akkodis test 400 kW hydrogen fuel cell stack in heavy-duty truck
EKPO and Akkodis integrate the NM20 stack into a 40-tonne hydrogen truck for real-world logistics testing, aiming to validate performance under operational conditions and accelerate industrialization of fuel-cell systems.


New study questions climate resilience of robusta coffee
Research published in *Sustainable Development* challenges the long-held belief that robusta coffee is more resilient to climate change than other varieties, citing flawed past assessments and rising global demand.

Qatar’s Estithmar launches QAR 900m sukuk exchange offer
Offer replaces 2027 certificates with 2029 tranche at 9% yield, seeking QAR 1bn in new issuance. Consent vote deadline Sept. 14.

Bharat Petroleum to receive first Iraqi oil cargo of FY25 within days
Indian refiner Bharat Petroleum expects its first Iraqi crude shipment of the fiscal year to arrive at Fujairah within days, following a ship-to-ship transfer. The cargo underscores India's efforts to diversify oil sources amid Strait of Hormuz disruptions.

Arkadian completes 2026 field work at Greenland critical metals project
Arkadian Strategic Metals collected bulk samples and conducted hyperspectral scans at its Motzfeldt project in South Greenland, with results en route to the UK for analysis.

Petrobras e Seatrium lançam duas FPSOs no campo de Búzios
As novas unidades de produção flutuante entram em operação no maior campo de petróleo do Brasil.

Asian gold miners fall as bullion slides to three-week low
Sumitomo Metal Mining leads declines with an 11% drop after gold prices retreat to multi-week lows. Regional miners down 2-11% as macro pressures weigh on the metal.

U.S. natural gas futures fall 1.9% in Friday session
October contract drops to $2.86 per MMBtu as broader energy complex weakens; dollar index rises 0.57%.

UBS flags commodities as inflation hedge amid Middle East risks
Strategists recommend broad exposure to energy, metals and agriculture as geopolitical tensions and weather patterns reshape supply. Brent crude near $87, European gas at 65 euros/MWh.

Robusta coffee's climate resilience challenged in new study
Research from Kew's Royal Botanic Gardens disputes the widely held view that robusta coffee is more resilient to climate change than other varieties. The study highlights flaws in prior research and questions the crop's suitability for future production.


U.S. appeals court clears Nevada to regulate Kalshi prediction markets
Ninth Circuit rules 3-0 that federal law does not preempt state gaming oversight of Kalshi’s sports-event contracts. Decision deepens split with Third Circuit on New Jersey case.

Akkodis, EKPO integrate hydrogen fuel cell stack into logistics truck
Engineering firm Akkodis and fuel cell specialist EKPO have deployed the NM20 stack in a hydrogen-powered heavy-duty truck for real-world validation, aiming to refine system integration and performance.

Sydney property slump deepens as prices fall 7% from peak
Australia's housing market downturn spreads nationwide after tax changes and higher borrowing costs trigger a 20% drop in mortgage applications. Sydney's prices decline for fifth straight month.

Global bond rout deepens as oil prices surge past $92; UK 30-year gilt yields hit 28-year high
Long-term UK borrowing costs rise to levels last seen in 1998 as oil climbs above $92 a barrel, while eurozone inflation hits a three-year high. Global bond markets extend sell-off amid inflation and fiscal concerns.

Dollar rebounds as US yields rise; yen strength faces headwinds
The U.S. currency advanced as long-dated Treasury yields climbed to multiyear peaks, while yen gains were constrained despite expectations of a Bank of Japan rate hike. Escalating Middle East tensions and mixed signals on U.S. policy support added pressure.

OPEC+ Is Losing Its Grip: Why the Cartel’s Decline Redefines the Oil Market
China’s pullback and the Iran conflict are chipping away at OPEC+’s market share, ushering a more volatile, market‑driven oil regime that will echo across commodities.

Andfjord Salmon posts NOK 51.3m Q2 2026 revenue as biomass nears 2,000 tonnes
Norwegian salmon farmer reports first commercial post-smolt sale revenue while scaling up production at Kvalnes facility. Operating loss narrows to NOK 21.6m despite continued investment phase.

Flash flood in Nepal, China leaves nearly 1,500 missing, 362 dead
Rescue operations continue after a glacial collapse triggered a flash flood in Nepal and China, with authorities warning of further risks from rising water volumes. Nearly 1,000 remain missing, including over 500 foreigners.

Empire Metals posts wider H1 loss as Pitfield spending rises
UK titanium explorer Empire Metals reported a deeper first-half loss as project costs rose, despite raising £8 million and selling a mining lease. The company advanced metallurgical testing at its Pitfield deposit.


Global green coffee exports rise 0.8% in June, ICO reports
June shipments reached 10.48 million 60-kg bags, driven by a rebound in Brazil naturals Arabica after 15 months of declines. Robusta exports fell 2.1%.

Canada drops seafood from list of U.S. retaliatory tariffs
Ottawa removes seafood and fish products from counter-tariff schedule after industry feedback, while matching new U.S. duties dollar-for-dollar. Measures take effect September 8.

Hochschild Mining H1 profit jumps 243%, lifts 2026 cost guidance
Revenue surged 62% to $844.4 million as gold prices climbed, while adjusted EBITDA more than doubled to $491.5 million. The miner raised its 2026 all-in sustaining cost target to $2,380-$2,500 per ounce amid inflation and stronger local currencies.

Hochschild Mining posts 62% revenue rise in H1, lifts dividend
Revenue jumped to $844.4 million in the first half of 2026, while adjusted EBITDA more than doubled to $491.5 million. The miner declared an interim dividend of 4 cents per share.

UK energy bills to rise 4% in October as wholesale costs climb
Standard variable tariffs for electricity and gas will increase by 4% from October 1, 2026, under the UK energy price cap adjustment. Regulator Ofgem sets the cap every three months.

UK energy price cap to rise 4% for households from October
Default tariff customers in England, Scotland and Wales face higher electricity and gas costs under the new quarterly price cap, with VAT removed from power bills through March 2027.

Shuka Minerals finds 70% zinc grade in Zambia drilling results
Drilling at Kabwe mine reveals high-grade zinc intervals, including a 18.4-meter zone at 7.45% zinc and a peak 69.6% zinc reading. Resource estimates updated following Behre Dolbear’s 2023 NI 43-101 report.

Arabica coffee falls 4% from six-week high on supply, weather concerns
Arabica coffee prices retreated to a two-week low after Tuesday's surge as harvest progress in Brazil and EU sugar production outlook weighed on the market.

UK energy price cap rises 4% to £1,723 as gas costs surge
Average annual household bills increase by £60 from October, driven by higher wholesale gas prices tied to Middle East tensions. VAT removal on electricity limits broader impact.


Agilyx triples European recycling capacity with H1 2026 pivot
Norwegian plastics recycler posts EUR 9.7m net profit in H1 2026, driven by GreenDot consolidation and one-time gains, as capacity jumps to 175,000 tons. Regulatory tailwinds support long-term growth targets.

Gold futures slip in Asian trade as dollar firms
December gold futures on Comex fell 0.14% to $4,700.85 per troy ounce, while the U.S. dollar index gained 0.08% to 98.92.

Jiangxi Copper shares surge 12% on strong H1 profit, metal prices
China's Jiangxi Copper reported a near-doubling of net profit in H1 2026 as copper and gold prices rallied, lifting its shares in Hong Kong. The Hang Seng index also gained.

Oil futures fall in Asian session; Brent at $85.07, WTI at $80.14
October WTI crude dropped 2.7% to $80.14 per barrel, while November Brent fell 2.52% to $85.07 as the dollar index held near 98.90.

Sandfire triples profit, returns to dividend after debt clearance
Mining firm posts record $1.7 bln revenue and $350 mln underlying profit in FY26, fully repays debt and declares 35-cent final dividend. Shares rise 7.5% in pre-market trading.

Sandfire Resources lifts dividend after FY2026 profit triples to $350m
Australian copper miner posts record $1.7bn revenue and $867m EBITDA, declares first dividend in over four years as net cash position strengthens to $353m.

Paladin Energy posts $106m revenue beat, narrows annual loss
FY 2026 revenue rose 71% to $304m as Langer Heinrich mine ramp-up delivered 4.82m pounds of uranium. Net loss after tax narrowed to $9.1m.

Nickel Industries posts 46% EBITDA rise in H1 2026 on higher nickel prices
Adjusted EBITDA reached $247.6 million as nickel pig iron and LME prices surged 21% and 15% respectively. Net profit stood at $74 million, with Hengjaya Mine and RKEF operations driving growth.

Lynas shares drop 7% after FY26 update as costs weigh on outlook
Rare earths producer posts AUD 1.2bn cash position but warns of elevated costs; shares fall after production targets and cost guidance. Heavy rare earth separation slated for H1 2028.


Paladin Energy posts first positive cash flow as uranium ramp-up pays off
Full-year revenue jumps 71% to $304.3 million, while operating cash flow turns positive at $37.7 million after $3.8 million loss in prior year. Shares rise 3.3% on outlook.

Datacentrex invests $30 mln in liquefied natural gas producer Eagle LNG
Datacentrex acquires a 10.5% stake in Eagle LNG through a $30 million investment, expanding its energy and space-launch infrastructure exposure. Eagle LNG operates small-scale LNG infrastructure in the U.S. Southeast and Caribbean.

Brazil’s weight-loss pen market swells amid illegal trade and health risks
Authorities report over 3,600 complications linked to unregulated GLP-1 drugs since 2018, as demand outstrips supply and fuels a black market. Regulators tighten oversight amid rising seizures and fatalities.

Aqua Metals signs $135M lithium carbonate offtake deal with WMC Group
Non-binding agreement covers 100% of output from Aqua Metals' Project Headwaters, targeting 7,000 metric tons through 2032. Definitive terms due by September 2026.

Criterium Energy agrees to sell Indonesian gas under new deal
A Canadian energy firm has finalized a gas sales agreement with Indonesia's PGN as part of its regional expansion strategy.

U.S. to expand biofuel waivers for refiners, easing blending rules
White House expected to approve exemptions covering 1.8 billion renewable fuel credits as early as Monday, adding pressure on 2027 quotas. Decision aims to curb gasoline prices amid Iran conflict.

EU naval forces board tanker suspected of Russia ties in Mediterranean
Operation EUNAVFOR MED Irini conducted flag verification on the MV SUN on August 30, citing suspected false-flag operation and links to Russia’s shadow fleet.

Criterium Energy signs long-term gas sales deal with Indonesia's PGN
Criterium Energy's subsidiary Mont D'Or Oil Tungkal Limited signed a take‑or‑pay gas sales agreement with PT Perusahaan Gas Negara, fixing price at $6‑7 per MMBtu and targeting first gas in September 2026.

Perpetua Resources advances Stibnite project construction in Idaho
Work progresses on the Stibnite Gold Project with housing deliveries, drilling results and federal approvals upheld. Modular plant inaugurated as funding from U.S. agencies tops $87 million.


Royal Road Minerals raises C$1M via non-brokered private placement
The Canadian miner issued 5 million shares at C$0.20 each to an existing institutional investor, with proceeds earmarked for drilling in Colombia and working capital. Regulatory approvals are pending.

Summit Midstream approves $100m expansion of Double E pipeline
Summit Midstream’s Double E Pipeline subsidiary secures 550 MMcf/d take-or-pay commitments and plans 135-mile expansion with $100m investment. ExxonMobil holds 30% stake in the project.

Bank of America warns of persistent inflation pressure on consumer goods firms
Commodity costs remain elevated into 2026, limiting pricing power for basic consumer goods companies despite recent food price declines. Energy and agricultural markets stay volatile amid geopolitical and climate risks.

BofA warns of persistent inflation pressure on consumer staples through 2026
Bank of America flags double-digit commodity cost swings and limited pricing power as key risks to margins for food and household goods producers in H2 2026.

Experts question US-Venezuela oil deal transparency
Legal and industry experts urge clarity on terms of the recently announced US-Venezuela oil agreement.

US oil stockpile depletes amid Iran conflict
Strategic reserves decline as the prolonged conflict with Iran continues to disrupt supply dynamics.

Barclays warns El Niño could trigger broad commodity price surge
Analyst Craig Rye sees 10-40% gains in palm oil, coffee and rice, while copper, aluminium and coal face supply risks from a projected strong El Niño event.

Rhein shipping bottlenecks persist despite rain-driven water level rise
Barge operators remain constrained by shallow drafts even as rainfall boosts Rhine water levels. Kaub gauge rises to 72 cm from 60 cm, yet remains far below 1.5-meter threshold for fully laden vessels.

Energy stocks surge as U.S.-Iran tensions lift oil prices
Brent crude and WTI gained over 3% after U.S. strikes in the Strait of Hormuz; energy shares led premarket gains. Escalation follows failed diplomatic efforts to reopen a key oil transit route.


Asian stocks mixed ahead of Nvidia earnings; oil dips on Hormuz optimism
MSCI Asia-Pacific ex-Japan rose 0.12% as investors awaited Nvidia's third-quarter sales forecast of $104.2 billion. Brent crude fell over 2% to $86.41 amid signs of easing tensions in the Strait of Hormuz.

Lynas posts 27-fold profit surge as rare earth prices rally
Rare earth miner Lynas reported FY26 net profit of $222.4 million, up 27x from FY25, as sales revenue climbed 76% to $977.9 million amid higher rare earth prices.

Asia energy stocks fall as oil drops on Hormuz talks optimism
Crude prices slid over 2% as Iran and Oman discussed easing shipping restrictions through the Strait of Hormuz, dragging energy shares lower across Asia and Europe.

Silver slumps below $68.89, risks deeper correction to $63.67
Technical analysis points to further downside as price breaks below key mean, while hawkish Fed comments and stronger dollar amplify near-term pressure on spot silver.

Gold slips below key support as Fed bets weigh on prices
Technical breakdown below 4,571–4,593 shifts short-term momentum bearish but long-term trend remains intact. Downside targets set at 4,454–4,432 if support fails.

Gold holds near-term support as analysis flags seasonal S&P risks
Weekly losses for gold follow yield-driven volatility, with analysis warning of seasonal equity-market fragility despite the metal's longer-term resilience.

London Gas Oil tops $1,300 as technicals flash overbought signals
London Gas Oil futures surged past $1,300, with the contract 8.5% above its 20-period moving average and RSI at 73.46, while traders eye key resistance at $1,328.

WTI crude nears $87.69 resistance as technicals signal mixed signals
U.S. benchmark oil hovers near key resistance after a recent advance, while technical indicators suggest caution amid weak trend strength and overbought conditions.

Gold dips from three-month high as oil, rate cut bets ease
Spot gold fell 0.7% to $4,624.97 an ounce after a three-week rally, while oil slipped below $90 a barrel amid Middle East de-escalation talks. Fed policy expectations remain the key driver.


Oil’s Retreat Triggers a Forex Reset: Commodity Currencies Under Pressure
A 2%+ slide in Brent and WTI after Iran‑Oman talks is pulling risk sentiment back, leaving the Canadian, Norwegian and Russian dollars exposed while the greenback gains a modest boost.

Perseus Mining posts 24% cash flow rise on higher gold prices
Gold miner reports $666 million in operating cash flow for FY26, driven by a 54% jump in cash flow per ounce sold. Production fell 23% as mines transitioned, but reserves rose 40%.

Perseus Mining posts 24% rise in H2 2026 cash flow, lifts dividend 87%
Gold miner reports $666 million operating cash flow, $1.5 billion revenue and record shareholder returns as production hits 405,000 ounces. FY2027 guidance targets 420,000-480,000 ounces.

Liontown posts maiden profit on record lithium revenue, shares rise
Liontown Resources reported a first underlying profit of AUD 14 million for FY 2026 as revenue surged 113% to AUD 639 million, driven by higher spodumene prices and expanded production from its Kathleen Valley mine.

Liontown Resources posts first annual profit on lithium rebound
Australian miner Liontown Resources swung to a A$93 million net profit after lithium prices surged in H2, with revenue nearly doubling to a record A$639 million.

Asian stocks fall as oil prices rise and yields remain elevated
Regional equities decline as Brent crude approaches $90 a barrel and U.S. Treasury yields stay near recent peaks. Investors weigh Fed policy signals ahead of key data releases.

Swiss diesel prices stay high despite falling Brent crude
Diesel at Swiss pumps holds near 2.20-2.30 francs/litre even as Brent crude dips 7% to $87/bbl. Global refining shortages, Russian export ban and record-low U.S. distillate stocks keep costs elevated.

AngloGold Ashanti resumes full gold concentrate processing in Brazil
Company reactivates second plant at Queiroz Complex with R$105 million investment, restoring 280,000 tons annual capacity after 2022 shutdown.

Oil, U.S. yields drop as global markets stabilize
Brent crude slid below $90 a barrel while U.S. Treasury yields fell up to 8 bps. European stocks rose as economic data improved, while gold hit a three-month high.


Trump bans foreign bulk-power equipment from U.S. grid on security grounds
Executive order targets foreign-made equipment in electricity infrastructure, citing national security risks. Energy Secretary to set operating conditions for existing systems.

Euronext wheat jumps to one-month high on Black Sea export disruption fears
Benchmark Euronext wheat futures rose 0.6% to €246.75 per metric ton after Bloomberg reported Russia may escalate strikes on Ukraine, threatening Black Sea grain shipments.

U.S. farm, biofuel groups urge Trump to limit expanded refinery waivers
Coalition warns expanded exemptions would slash biofuel demand, pressure RIN prices and hurt corn, soybean markets ahead of end-August decision.

St George to invest R$2 billion in rare earths processing center in Brazil
Australian miner St George secures agreement with local partners to build a rare earths separation and processing facility in Minas Gerais, targeting a 2030 start. The R$2 billion project aims to address Brazil's refining gap and create 500 jobs.

Gold slips from record high as dollar rebound caps rally
Bullion pulls back from near $4,700 after Treasury buyback signal spurred a 36% surge over a year, but analysts warn the advance may not be over if dollar weakness persists.

Samarco targets 2028 return to global pellet export top two, R$13.8bn plan
Iron ore pellet producer plans to restore full capacity by 2028, aiming for 26-27 million tons annually and 2 million tons of tailings-derived fines. Demand outlook sees transoceanic volumes rising above 300 million tons by 2030.

Arabica coffee hits six-month high on supply woes, El Niño threat
Arabica futures surge to highest since February as harvest disruptions in Brazil and Colombia compound El Niño risks. Price surge raises costs for global roasters including Nestlé and Starbucks.

USDA cyclospora research projects shelved amid funding cuts
Projects aimed at studying cyclospora outbreaks face delays due to budget reductions and staff relocations at the USDA.

Brazil soybean exports seen at 10.25 mln tons in August, below prior estimate
ANEC lowered its August soybean export forecast by 300,000 tons to 10.25 million tons, yet still above the 10 million-ton threshold. Corn export projections were also reduced.


Deadly Himalayan glacier collapse triggers flash flood in Nepal
Nearly 100 killed and over 300 missing after ice avalanche in Rasuwa district sends 9-meter surge down river systems. Scientists link event to accelerated glacial melt in region.

Corn, wheat futures hit multi-year highs on supply concerns
CBOT corn rose to a three-year peak after USDA downgraded crop conditions, while wheat surged to a two-year high amid Black Sea disruptions and Argentine weather risks.

Corn, wheat futures hit multi-year peaks on supply concerns
Chicago Board of Trade corn rose to its highest since July 2023, while wheat surged to a two-year high amid worsening U.S. crop conditions and Black Sea trade disruptions.

Longi Green Energy loss widens to $547 mln in H1 as solar sector pressures persist
Net loss deepened to 3.68 billion yuan as weak demand and price competition weighed on margins, though results aligned with guidance. Company eyes silver-free production and energy storage growth to offset headwinds.

CME Group debuts U.S. zinc futures with first trades completed
CME Group launched U.S. zinc futures on Tuesday, with initial transactions executed by Glencore and Trafigura. The contracts, trading on CME Globex, target September delivery and reflect U.S. duty-paid pricing.

U.S. data center projects face delays amid political, construction hurdles
Up to half of planned U.S. data centers could be delayed or canceled due to rising opposition and construction challenges, a Kimmeridge Energy executive warns. Natural gas demand tied to AI growth may also be constrained.

Sonoco to hike European paperboard prices by €60 per ton from Sept 2026
Uncoated recycled paperboard grades in the EMEA region to rise by €60 per ton as Sonoco passes on inflationary and energy cost pressures. Effective September 15, 2026.

Half of planned U.S. data centers face delays, energy firm warns
Kimmeridge Energy estimates up to 50% of proposed U.S. data centers could be delayed or canceled due to infrastructure and regulatory hurdles, reducing AI-related gas demand growth.

European wheat futures fall as Black Sea talks speculation rises
December Euronext wheat contract drops 0.9% to €236.75 per tonne amid reports of potential diplomatic engagement between Russia and Ukraine. Milling wheat N2 declines 1.65%.


Why the Gold Surge Is a Warning Sign for the Whole Commodity Complex
Rising US yields and fiscal strain are pushing investors into gold, but the rally may signal deeper risk‑off pressures across energy and metals.

Why CFD Execution Slippage Is the Quiet Threat Behind Retail Wins
Retail traders celebrate low spreads, but hidden slippage and execution latency can erode profits faster than any financing charge.

CME launches U.S. zinc futures as first trades executed by Glencore, Trafigura
New physically settled contract on COMEX follows March 2026 duty-paid specification update, with initial trades for September delivery executed via CME Globex.

Barclays maintains positive steel sector outlook despite trade tensions
Analysts cite tight supply and strong industrial demand as key drivers, while U.S.-Canada trade dispute adds uncertainty to near-term outlook.

Sonoco raises recycled paperboard prices in Europe by €60/tonne
Sonoco’s European unit will increase prices for uncoated recycled paperboard grades by €60 per tonne starting September 2026, citing inflation, energy costs and geopolitical constraints.

Brazil to keep 2026/27 soybean area flat as margins, credit tighten
Soybean planted area in Brazil forecast at 49.2 million hectares, nearly unchanged from 2025/26, as rising debt and expensive credit curb expansion. Corn area seen rising 700,000 hectares to 23.3 million.

South African rand gains as dollar weakens despite business cycle downturn
The rand advanced 0.4% against the dollar on Tuesday as commodity prices rose and the greenback softened, offsetting a third consecutive monthly decline in South Africa's leading business cycle indicator.

Chemical stocks diverge in 2026 outlook as commodity names outperform
Commodity-linked chemical firms lead sector gains while specialty names face valuation gaps; tariffs and margin pressures weigh on select players.

Vale flags up to 50 mln t iron ore potential at Carajás expansion
CEO says block C in Serra Sul could add 40-50 mln t/yr capacity pending regulatory reforms and licensing streamlining.


U.S. power output rises 6.1% year-over-year in latest week
Weekly power production in the continental U.S. reached 100,895 GWh for the week ended Aug. 22, up 6.1% from the same period last year, Edison Electric Institute data show.

Gold Fields posts H1 2026 cash flow surge on Salares Norte ramp-up
Adjusted free cash flow more than doubled to $2.23 billion as production hit 1.27 million ounces. Salares Norte contributed 337,000 ounces, with guidance raised to 550,000–600,000 ounces annually.

Ferroglobe outlines growth strategy at Midwest IDEAS Conference
Silicon metal producer details cost cuts, critical materials push and Venezuela asset restart plans amid weak pricing and trade pressures.

BW LPG unit to sell vessel for $64 million
BW LPG India, a 52%-owned subsidiary, will sell the 2007-built VLGC BW Birch for $64 million, generating a $37 million net book gain ahead of mid-November delivery.

BlackRock, JPMorgan back Chinese lithium over Australian miners
Spot lithium carbonate surged 5% this week as UBS cut Australian producers, but Chinese firms reported triple-digit profit growth. Institutional positioning suggests divergent views on the lithium cycle.

Middle East war at six months: Markets digest oil spikes, gold swings
Six months after the U.S.-Israeli strikes on Iran triggered a regional conflict, Brent crude averages $90, gold has rebounded 15% and global stocks hit a record. Regional economies and food prices show divergent impacts.

TotalEnergies exits Arctic LNG 2 project in Russia, retains $1.3bn claim
French energy major transfers its 10% stake in the Russian LNG project to Novatek subsidiary NordLine. Reimbursement of $1.3bn shareholder loans remains contingent on sanctions compliance.

Brazil's Lula to sign fertilizer industry stimulus bill, Alckmin says
Vice President Geraldo Alckmin says President Luiz Inácio Lula da Silva will approve legislation to boost domestic fertilizer production, including subsidies and blending mandates.

Trump to review beef processing rules amid farm group backlash over tariff plan
President says he will examine regulations as U.S. meatpacking industry faces scrutiny over potential cartel-like practices. Farm groups warn easing beef tariffs could harm domestic ranchers.


Enphase ramps up Dutch solar push ahead of net metering phase-out
Energy firm Enphase plans over 300 events in 2026 to educate Dutch solar owners on battery storage options as the country’s net metering scheme ends in 2027.

Gold holds above $4,674 as analysis flags $4,788–$4,895 targets
Technical analysis suggests gold could extend gains to $4,788–$4,895 if the current consolidation resolves upward. Support levels at $4,617–$4,581 remain key in a bullish structure.

Silver rises above $70 on technical breakout, targets $72–$75
Technical analysis flags a bullish shift as silver clears $70.69, with projected resistance at $72.26 and $74.98. Fundamentals show persistent market deficits through 2026.

U.S. Antimony accelerates Montana mining operations with 42 truckloads in 2026
United States Antimony restarts Thompson Falls operations in April, doubling daily ore transport compared to 2025 as it processes 576 tons through its integrated Montana supply chain.

West Red Lake Gold posts Q2 2026 gold output up 51%, AISC down 30%
Second-quarter production rose to 8,576 ounces while all-in sustaining costs fell to US$3,284 per ounce, within annual guidance. Free cash flow totaled US$9.7 million.

Citi flags gold’s speculative rally, Jackson Hole as key inflection point
Analysts at Citi warn the recent surge in gold prices is driven by futures positioning rather than physical demand, with the Jackson Hole symposium posing a binary risk to the uptrend.

NexGen expands high-grade uranium deposit in Saskatchewan
Drilling results at Patterson Corridor East extend mineralized zones by up to 94 meters vertically and 50 meters along strike. Second-best hole on record intersects 19.5 meters of high-grade uranium.

Why the Recent Oil Pullback Is a Mirage, Not a Trend
The 2‑plus‑percent dip in Brent and WTI looks like relief from Iran‑related risk, but the underlying geopolitics and supply‑risk premium remain stubbornly intact.

Grieg Seafood reports H1 2026 loss as transformation costs weigh on results
Norwegian salmon producer posts NOK 30 million operational EBIT loss in first half, citing higher farming costs and lower harvest volumes. Strategic overhaul includes asset sales and headcount reductions.


Hochschild posts record H1 2026 profit as gold prices surge, costs rise
Gold miner Hochschild Mining reported a 208% jump in earnings for the first half of 2026, driven by higher metal prices, but warned of rising costs across its operations. Full-year production guidance maintained at 300,000–328,000 ounces.

Gulf Keystone posts 26% EBITDA rise in H1 2026 despite Kurdistan output halt
Adjusted EBITDA climbed to $52 million as cost cuts offset production losses during February-August shutdowns in Iraq’s Kurdistan. Revenue remained flat at $82.8 million.

Citi lifts corn, soy, wheat price targets on Super El Niño risks
Bank raises 3- and 12-month targets for U.S. grains as NOAA warns of a potentially record-strength El Niño event through late 2026. Australian wheat, palm oil and robusta coffee seen most exposed.

Gulf Keystone shares surge 9.3% on higher oil prices despite output decline
Adjusted EBITDA rose to $51.7 million in H1 2026 as realized oil prices more than tripled, offsetting a 67% drop in production amid security-related shutdowns. Cash balance stands at $63.5 million.

Klaveness posts record Q2 earnings as Middle East shipping crisis boosts rates
Oslo-listed shipping firm Klaveness Combination Carriers reported a 31% quarterly EBITDA jump to $38.5 million, citing unprecedented tanker rates amid Middle East trade disruptions. First-half profit reached $36.3 million, surpassing all of 2025.

Callan JMB appoints Andy Weigman to lead oil and gas acquisitions
Callan Power names former Northern Oil executive to oversee Williston Basin asset purchases following Reger Oil deal. Weigman brings 14 years of basin experience and a track record in sourcing over 900 wells.

Gunsynd advances drilling program at Eagle Lake gold project
Drilling to begin in early September at Wedgetail Mining’s project in Ontario, with 1,375 meters planned across four target zones. Results from prior sampling show high-grade intercepts.

Klaveness Q2 2026 EBITDA jumps 31% as Middle East disruptions boost freight rates
Norwegian shipping firm Klaveness Combination Carriers posted a 31% quarterly EBITDA surge to $38.5 million, citing Middle East shipping disruptions and a 11% revenue increase. Stock rose 2.14% to NOK 104.80.

Boss Energy posts profit in FY26 but shares slump on transition costs
Boss Energy swung to a $2.5 million net profit in FY26 as uranium production surged, but its shares fell 16.5% after the company flagged higher transition-year costs and lower output in FY27.


Gold nears $4,800 as technical and fundamental signals align
Analysts cite Square of 9 targets and VC PMI levels as gold tests key resistance after a breakout from $4,378. ETF inflows and lower Treasury yields underpin the advance.

Codelco profit surges on copper rally despite 11% output drop
Chilean state miner’s first-half pre-tax profit quadruples to $1.97 billion as higher prices offset weaker production and rising costs. Operational disruptions at key mines persist.

Brazil's power load seen up 5.9% in September, ONS forecasts
National grid operator projects 85,118 MW average demand as hydropower inflows vary sharply across regions. Southeast reservoirs to end month at 55% capacity.

Israel’s TA 35 Index falls 0.51% as oil and gold decline
Tel Aviv stocks retreated Friday, led by declines in oil and gas, banking and healthcare, while crude and gold futures also slipped. The TA 35 Index ended 0.51% lower, with 312 advancers versus 139 decliners.

Russia intensifies strikes on Ukrainian food logistics, officials say
Ukrainian officials report nearly 90% of retail food logistics destroyed amid escalating Russian drone and missile attacks targeting civilian infrastructure. Kyiv endured a 15-hour air raid alert on Thursday.

Morocco’s All Shares Index falls 0.61% as utilities, banks weigh
Casablanca equities declined Friday, with declines in utilities, banking and mining offsetting gains in pharmaceuticals and industrials. Oil and gold futures also retreated.

Centerra Gold outlines $4 bln asset-backed growth plan funded by cash flow
Gold miner targets share buybacks and dividends as it prepares to restart molybdenum operations and advance Nevada and British Columbia projects with internal funding.

U.S. sanctions Singapore-based firm Wellbred Capital over Iran ties
U.S. Treasury targets Wellbred Capital and affiliates for alleged links to Iranian oil shipper Mohammad Hossein Shamchani, including Swiss and UAE entities.

Hafnia beats Q2 earnings estimates on high tanker rates
Hafnia Limited reported EPS of $0.56 and revenue of $505.66 million, surpassing forecasts as freight rates rose, and announced a $0.5003 dividend per share.


CBOT wheat futures surge on Black Sea port disruptions
Chicago wheat futures were set to open sharply higher Wednesday after attacks disrupted grain loading at key Black Sea ports, with Novorossiysk terminal repairs expected to take months.

Corn futures surge to 16-month high on supply concerns
CBOT corn hits $5.30 per bushel, the strongest since July 2023, as weather and export risks tighten global grain supplies.

Boss Energy shares slump 14% after H2 2026 operational update
Uranium miner posts 98.6% revenue jump but warns of lower FY2027 output; shares fall to $1.555 as investors weigh guidance. Cash position strengthens to AUD 207.3 million.

Baltic dry index climbs for fifth day on vessel gains, typhoon boost
Dry bulk freight rates rise 4.4% as capesize, panamax and supramax segments all advance, with iron ore shipping disrupted by Typhoon Narra.

Trump signs proclamation to ease U.S. beef prices with expanded import quotas
U.S. president authorizes 300,000-ton increase in tariff-free lean beef imports as cattle supply hits 75-year low amid drought and wildfires. Measure faces opposition from domestic livestock groups.

Woodside posts 159% surge in H1 free cash flow as LNG projects advance
Underlying profit hits $1.3 bln as Scarborough nears completion and Trion drilling begins, while structural cost cuts target $350 mln annually from 2028.

Gold’s near-term outlook hinges on $4,577-$4,583 support cluster
Technical analysis flags the $4,577-$4,583 area as a critical pivot for gold’s short-term direction after a pullback from record highs. The analysis projects key resistance and support levels through late August.

Woodside posts 7% rise in H1 profit on higher oil prices
Underlying profit reached $1.33 billion as revenue climbed 14% to $7.45 billion, driven by stronger oil prices despite lower production. Interim dividend increased to 57 cents per share.

NOMAD advances Vermont long-duration energy storage project to Phase 3
U.S. DOE-backed initiative valued at $19 million enters installation phase with eight transportable battery systems across five Vermont sites.


France’s 2026 soft wheat harvest protein levels exceed five-year average
FranceAgriMer reports 89% of soft wheat samples contain at least 11% protein, above the five-year average, while 61% meet the 11.5% threshold used by some buyers.

EQT Real Estate sells 10.5 million sq ft U.S. logistics portfolio to LBA Realty
Transaction includes 46 Class A buildings across 10 Southern U.S. markets. Financial terms were not disclosed.

Ur-Energy director sells $109,652 in shares, exercises options
John Cash, a director at Ur-Energy, sold 77,751 shares for $109,652 and exercised options worth $80,884 on Aug. 24. The company holds a 6.14% stake in Noble Plains Uranium, which recently raised $1.01 million.

Hong Kong home prices fall 0.5% in July, first drop in 16 months
Private home prices declined for the first time since March 2025, following a 0.2% gain in June. Year-to-date gains remain at 7.3% despite the softening.

JPMorgan, Santander to arrange $14B-$15B financing for Argentina LNG project
Banks lead syndicate for a $24 billion floating LNG terminal in Argentina, targeting late November final investment decision. Project aims to liquefy and export shale gas.

Gold sentiment improves on softer U.S. rate outlook, ETP inflows
Weaker U.S. jobs data and softer GDP growth ease rate-hike fears, while central-bank demand rebounds. Dollar weakness and geopolitical risks add support.

McEwen Copper secures $240M loan for Argentina copper project
Funding will advance engineering at Los Azules, with commercial production targeted for 2030. Loan carries a 12% annual interest rate and warrants tied to McEwen Copper shares.

JPMorgan, Santander to arrange $14 bln-$15 bln for Argentina LNG project
Banks to coordinate financing for $24 bln floating LNG venture targeting 12 million tons per year of exports. Partners aim for FID by November.

Philips sells €650 mln green bond under EU Green Bond Standard
Health tech giant prices first EU Green Bond in healthcare under new EU standard, raising €650 million with a 4.0% coupon and 2.7x oversubscription.


Colombia’s COLCAP index climbs 2.09% to six-month high
The benchmark index rose on broad gains across industrials, services and agriculture, with Grupo Argos and Grupo Cibest leading advancers. Coffee futures surged nearly 6% as gold and cocoa diverged.

Arabica coffee prices surge as ICE inventories near 26-year low
Arabica coffee futures jumped 5.9% to $3.42/lb as certified inventories at ICE approach historic lows, while raw sugar hit a three-week peak on India’s import move.

U.S. corn hits three-year high on lower crop outlook
Chicago corn futures surge to $5.25 per bushel after Pro Farmer cuts U.S. production forecast by 9.9%. Brazil and Black Sea supply risks add to tightness.

Gold futures rise 0.06% in European session
December gold futures on Comex climbed to $4,650.41 per troy ounce, while silver and copper futures moved mixed. The U.S. dollar index edged up 0.05%.

Wheat hits one-month high on Russia-Ukraine export risks
Euronext wheat futures rose 0.6% to €246.75 per tonne as geopolitical tensions disrupted Black Sea grain shipments. Chicago wheat surged nearly 2% to a three-year peak.

U.S. natural gas storage rises less than expected, lifting price outlook
Weekly storage build of 15 bcf missed forecasts of 19 bcf, signaling stronger demand and tightening supply. Analysts cite weather and production risks.

CNOOC CEO flags potential for U.S.-China energy cooperation amid thaw
Chinese state oil giant sees scope for LNG trade revival despite lingering tariffs as relations improve. CEO cites U.S. supply strength and China’s import demand as key drivers.

Nabors invests $35M in Quaise Energy, takes 14% stake
Nabors Industries acquires a strategic 14% stake in geothermal innovator Quaise Energy through a $35 million equity investment, integrating drilling expertise with millimeter-wave technology.

Lynas Rare Earths expands global supply chain with new deals
Profit surges 2,679% as rare earths producer secures new supply agreements ahead of China’s export controls expiration. Shares fall on earnings miss.


Jadestone posts 13% revenue rise in H1 2026 despite output decline
Revenue climbed to $261.1 million as higher oil and gas prices offset lower production volumes. Operational disruptions and maintenance costs weighed on profitability.

Harmony Gold posts record FY26 profits as copper transition gains traction
Gold miner’s headline earnings surged 87% to R43.63 per share, while copper assets contributed R781 million in free cash flow within eight months of CSA’s acquisition. Dividends hit a record R8.2 billion as the group targets 40,000 tonnes of annual copper output by FY29.

Kaldvík narrows Q2 losses as fish quality improves, targets 45,000-tonne output
Icelandic salmon producer reports narrower EBIT loss in Q2 2026 despite higher costs, citing improved harvest quality and rising market prices. Full-year guidance maintained at 17,000 tonnes.

Arabica coffee futures rise to six-week high on delivery notice
Arabica coffee prices gained 5.9% to $3.4165 per pound as the spot contract's delivery period began with limited activity on ICE. Inventories remain near 26-year lows.

Canada stocks rise 0.26% as materials, healthcare lead gains
Materials, healthcare and REITs drove the S&P/TSX Composite higher at Monday’s close, while gold futures advanced to a record near $4,706 an ounce.

Synthetic CFD Indices: The Hidden Risk Behind the Hype
Retail traders are being lured by broker‑created synthetic indices, but the lack of a real underlying market raises transparency and regulatory concerns that deserve a hard look.

Electra secures C$17.5M for Ontario cobalt refinery construction
Funding from Invest Ontario supports Electra’s Temiskaming Shores facility, targeting commercial cobalt sulfate production by late 2027. Construction is progressing with mechanical completion slated for mid-2027.

CME to launch wind power futures in Q4, covering five global regions
New contracts will track projected wind output in Germany, UK, Australia and Texas, settling against Vaisala Xweather indices. Launch pending regulatory approval.

Ampol posts record first-half profit on refining margin surge
Refining margins tripled to drive RCOP EBITDA to $1.64 billion, underpinning a 376% jump in attributable net profit. Interim dividend raised to 185 cents per share.


Silver holds above $69 as technical targets rise to $72.26
Technical analysis projects silver could reach $72.26 if resistance at $69.58 is cleared, while a deeper pullback may find support near $67.32. CME's 24/7 silver futures expansion adds liquidity.

Wolfe Research notes cautious optimism in global agriculture sector
Research firm cites improving sentiment amid commodity price upticks and fertilizer market adjustments across key regions. Seed price expectations outlined for 2025-2027.

Electra secures C$17.5 million for North America's first cobalt refinery
Funding from Invest Ontario will advance construction of a 5,120-tonne cobalt sulfate plant in Temiskaming Shores, with commercial output slated for Q4 2027.

Savannah Energy posts 13% rise in cash collections, lifts revenue
Cash collections reached $247.9 million in seven months to July, while revenue climbed 10% to $160.6 million. Production rose at Stubb Creek and the Uquo 13 well came online in Nigeria.

80 Mile’s Italian biodiesel plant gains dual sustainability certifications
The Ferrandina facility, operated by Greenswitch, secures INS and ISCC certifications, qualifying products for Italy’s double-counting regime and EU sustainability standards. Commercial production remains on track.

Vale studies rare earths and gold extraction from mining waste
Mining giant evaluates economic potential of rare earths, gold and other minerals in tailings as part of circularity push. Studies show encouraging but preliminary results.

Wolfe Research sees cautious optimism in global agriculture sector
Sentiment improves in U.S. and Brazil as soft commodity prices rebound, though farmers cite policy frustrations. Fertilizer affordability remains a key variable for fall planting.

European natural gas futures rise 1.7% as oil and heating oil fall
Nymex October natural gas contracts advance on Wednesday, while crude and heating oil futures decline. U.S. dollar index also edges higher.

London Gas Oil holds near $1,228 as traders eye key support levels
London Gas Oil consolidates between $1,204 and $1,277 after a recent pullback. Technical indicators suggest potential downside toward the 200-period moving average.


Gold extends 25-year bull run as price recovers to near record highs
The precious metal has erased its 2026 losses after a sharp rebound in August, with analysts citing dollar weakness and safe-haven demand. Long-term gains since 2001 exceed 1,600%.

U.S. aluminum market seen tight despite tariff adjustments
Analysis projects persistent supply constraints in the U.S. aluminum market even after recent tariff changes, with prices expected to remain elevated.

Silver consolidates near $68.70 after rebound; breakout targets eyed
Technical analysis suggests silver faces a pivotal test at the Daily VC PMI mean (representing the Variable Changing Price Momentum Indicator) after a reported 12% recovery. A breakout above $71.29 could expose weekly targets near $75.00.

European stocks rise as oil falls despite ECB rate hike warnings
European equities edged higher on Wednesday as Brent crude slumped 2.6% after reports of a potential U.S.-Iran ceasefire deal. ECB board member Schnabel reiterated the need for further tightening.

Pan American Silver’s $1.9bn project to deliver silver by 2032
Development of La Colorada Skarn Project in Mexico begins in 2026, with first meaningful output not expected until 2032. Project economics assume $45/oz silver despite current price of $68.80.

Gold breaks above $4,798 after rally to $4,755, targets $4,895
Technical analysis points to further upside after gold’s decisive breakout, with $4,895 as the next major resistance. Support levels and cycle analysis outlined as market eyes U.S. inflation data and Fed commentary.

Nordic Aqua posts record salmon harvest, eyes China expansion
Q2 2026 harvest surged 80% year-over-year to 1,362 tonnes as land-based producer scales up in China. Revenue rose 84% but net loss widened on fair-value adjustments.

Euro yields fall as oil slides despite ECB hawkish signals
German two-year and 10-year Bund yields dropped after Brent crude dropped over 2.5% to near $86 a barrel, offsetting ECB warnings on inflation risks.

SalMar raises 2026 salmon volume outlook on record harvest
Norwegian salmon producer posts Q2 profit surge as higher harvest volumes offset weaker prices. Full-year volume guidance raised to 350,000 tons.

Putin grants state power to seize critical infrastructure amid drone attacks
Russian president authorizes temporary control of fuel, energy and logistics assets deemed vulnerable to Ukrainian drone strikes. Measures target retail and storage facilities, including Wildberries and Ozon sites.

Gold surges to three-month high after U.S. Treasury buyback expansion
Prices jump 14% in August as expanded Treasury buybacks and potential use of the $950 billion General Account reshape monetary policy expectations.

South32 triples Sierra Gorda ore reserves with 61% rise to 1.1 bln tonnes
Mineral reserve upgrade at Chile’s Sierra Gorda mine extends mine life to 2045 and supports planned processing expansion. South32 holds a 45% stake in the joint venture with KGHM Polska Miedź.

80 Mile unit in Italy secures sustainability certifications for biodiesel plant
Greenswitch's Ferrandina facility gains INS and ISCC certifications, qualifying for Italy's double-counting regime. Commercial production remains on track following final maintenance.

Gold, silver hit multi-month highs; profit-taking risk rises
Precious metals surge to psychologically key levels as U.S. yields fall and dollar softens. Analyst warns of short-term correction risk amid stretched valuations.

Saudi Aramco signs $3.7bn worth of deals with French firms
Saudi Aramco secures procurement contracts for drilling equipment and oil tubular goods, alongside an MoU to explore industrial AI technologies. Total value exceeds $3.7 billion.

Sweden’s OMX 30 ends lower as healthcare, financials weigh
The OMX Stockholm 30 slipped 0.05% on Monday, dragged by declines in healthcare and financial shares, while crude oil futures fell over 2%.

Mexico ramps up sterile-fly releases as U.S. reopens cattle trade
Phased resumption of Mexican cattle imports begins with 700 head daily, as authorities boost pest-control measures. New Mexico and Arizona ports to expand in coming months.

Global bond markets stall as U.S. signals new sanctions on Iran
Sovereign debt desks paused trading Monday as Washington prepared fresh economic measures against Tehran. Brent crude fell 1.5% on geopolitical risks.


Gold nears 4,650 after 200-day SMA breakout, faces key resistance
The yellow metal advances toward a 50% Fibonacci retracement target after clearing its 200-day moving average. Analysts warn of potential consolidation as momentum flags at overbought levels.

Natural gas consolidates in $2.76-$2.88 range as traders eye key levels
Technical indicators show muted volatility with price action trapped between the 50- and 200-day moving averages. Traders weigh entry points and risk-reward ratios amid narrow trading bands.

Brent crude falls below $91 as technical breakdown accelerates
Brent oil futures slipped to $90.64 after failing to hold above key resistance, with traders eyeing further downside toward $85.67. Technical indicators signal a shift to bearish momentum.

Silver retreats from $70 after testing Fibonacci resistance
Technical indicators show silver facing rejection near key resistance, with momentum cooling after a double-top signal. Traders eye support levels below $69.

Greenland Mines reports rare earth resource at Sarfartoq project
Indicated resource totals 6.9 million tonnes at 1.60% total rare earth oxides. Greenland Mines advances acquisition of Neo North Star Resources to secure project.

Secondary sanctions on Iran will reshape oil flows more than we think
Washington’s new secondary sanctions on Iran could reroute global oil trade, tighten financing and raise the geopolitical risk premium on crude.

Hurricane Lala triggers first U.S. coral reef insurance payout in Hawaii
Parametric policy designed by Willis pays out at least $200,000 after storm damages reefs; Nature Conservancy and partners to allocate funds for emergency restoration.

Karo Platinum secures 25-year mining lease for Zimbabwe PGM project
Tharisa unit gains rights to 23,903 hectares in Zimbabwe’s Great Dyke, with a 2.1-million-ounce platinum reserve and plans to employ 1,000 people in Phase 1.

NexGen expands uranium deposit in Patterson Corridor East by 94 meters
Drilling results at NexGen Energy’s Patterson Corridor East project in Saskatchewan show a 17% increase in high-grade mineralization depth, with two holes exceeding 61,000 counts per second. The company has drilled 20,139 meters of a 42,000-meter 2026 program.


European diesel margins drop over 7% as gasoil-Brent spread narrows
European diesel crack spreads fell more than 7% as the gasoil-Brent premium declined to $70.79 per barrel. August import volumes to the EU and UK rose to 724,000 bpd, with the U.S. supplying over half.

Ukraine grain exports fall 11.4% in latest week as Black Sea blockade persists
Weekly shipments of major grains declined to 188,200 metric tons, with wheat, corn and barley all affected by port disruptions in the Black Sea region.

Silver price seen climbing toward record highs after mid-year slump
Technical analysis suggests the precious metal’s first-half bear market has ended, with a potential double in price if current support holds. Key chart levels and wave counts indicate scope for further gains.

Gold rises to three-month high as Treasury buybacks fuel debasement trade
Bullion gains 14% in August after clearing $4,605 resistance, driven by U.S. Treasury bond buyback expansion rather than physical demand. Analysts warn rally may be vulnerable to narrative shifts.

Fury Gold drills 14.41 g/t gold over 3.92m at Eau Claire
Results from Phase 2 drilling at Fury Gold's Eau Claire project in Quebec's James Bay region show high-grade gold intersections, including 14.41 g/t over 3.92m. Assay work completed on 22 holes totaling 11,423m.

United States Antimony ramps up Montana mining operations
Mining at Stibnite Hill resumes with 42 loads transported in 2026, doubling the pace of the prior campaign as the company advances toward full production.

Brazil’s Vale to explore rare earths as energy transition demand rises
Minister of Mines and Energy says Vale will prioritize large projects beyond iron ore, including critical minerals like rare earths. Regulatory reforms aim to accelerate licensing for new mining ventures.

Gold slips below $4,700 as US ramps up sanctions pressure on Iran
Futures retreat after failing to hold above key resistance as Treasury targets Tehran’s financial networks. Analyst flags $4,649 as critical support level.

Icelandic Salmon narrows Q2 losses as volumes rise 37.5%
Salmon producer Icelandic Salmon reported a 61% improvement in quarterly EBIT losses despite EUR 2.2 million in biological costs. Harvest volumes increased to 5,500 tonnes as North American and Asian sales expanded.


Icelandic Salmon narrows Q2 loss 61% on higher volumes, pricing
Second-quarter results show EBIT loss reduced to EUR 3.2 million as harvest rose 37.5% and average prices climbed. CEO flags regulatory uncertainty halting expansion plans.

Alpiq acquires 103.5 MW battery storage in Germany
Swiss utility expands European battery storage footprint with Bollingstedt project, its largest to date. Financial terms undisclosed.

Gold rises above $4,650 as dollar weakness fuels bullish momentum
Analysts identify $4,680–$4,720 as the next critical resistance zone after spot gold reached a three-month high. Technical and fundamental factors, including Fed policy expectations and central-bank demand, support the uptrend.

Gunsynd advances Eagle Lake gold drilling program to 1,375 meters
The expanded diamond drilling program at the Eagle Lake Gold Project will begin in early September, following positive Phase 1 channel sampling results. Critical Discoveries and Rodren Drilling will oversee the fully funded and permitted initiative.

Six months into Iran war, nearly half of global oil flows from war zones
Conflict-related disruptions have redirected significant volumes of oil shipments through high-risk regions.

Oil tanker struck by unidentified projectile off Oman coast
Vessel left inoperable after impact near Ash Shishah; UKMTO reports no crew injuries. Environmental impact under assessment.

U.S. reopens cattle border with Mexico amid parasite concerns
Trade resumes after 14-month ban as U.S. allows limited cattle imports via Arizona and New Mexico ports, while Texas remains closed due to screwworm risk.

Brazil’s grid operator cuts 1 GW of power to prevent nationwide blackout
Emergency curtailment targets small hydro and biomass plants as distributed solar growth strains system stability. ONS warns of further cuts amid rising weekend surplus.

The Metals Royalty raises stake in Mesabi iron ore project to 2%
The company doubled its royalty position in the Mesabi Metallics project, securing $140 million in convertible notes and $25 million in term financing to fund the expansion.


Gold futures rise 0.55% as dollar index gains 0.21% in U.S. session
December gold futures climbed to $4,706.16 per ounce on Comex, while the U.S. Dollar Futures Index rose to 98.94. Silver and copper posted mixed moves.

Gold hits record $4,738 as technicals flash overbought signals
XAU/USD surges to an all-time peak amid strong momentum, while the Relative Strength Index approaches levels typically associated with exhaustion. Trading strategies outline key entry and exit points.

WTI crude holds near $85.22 as traders eye $87.69 breakout
Oil consolidates within a $4.50 range as technical indicators signal indecision. Analysts outline bullish and bearish scenarios with defined risk/reward parameters.

Natural gas tests $2.884 resistance as technicals signal indecision
U.S. natural gas futures remain trapped in a narrow $2.780-$2.880 range, with the 200-period moving average capping gains. Technical indicators suggest potential breakout scenarios amid low volume.

US ethanol credit prices fall after EPA delays biofuel compliance deadline
Prices for US ethanol credits declined following the Environmental Protection Agency's postponement of the biofuel compliance deadline.

Soybean futures slip as soyoil drags; strong exports cap losses
CBOT soy complex falls with soyoil leading declines as crude oil weakens. Export demand and crop projections limit downside as EPA deadline looms.

Brazil's August coffee exports exceed full-month 2025 total by 50%
Green coffee shipments surge to 153.8K tons by Aug. 24, surpassing August 2025's 142.9K tons, as daily export pace jumps over 50% amid record harvest.

Norway’s Arctic Drill‑Down: Why Europe’s Energy Security May Cost More Than It Saves
Oslo’s decision to push ahead with Barents Sea drilling pits sovereign oil ambitions against the EU’s climate push, reshaping Europe’s supply outlook and the politics of Arctic exploitation.

Brazil’s basic materials stocks rise as iron ore gains on China stimulus
Basic materials led the Ibovespa’s 0.73% gain Monday, with iron ore prices up 1.27% on Dalian exchange amid steady Chinese lending rates and sustained demand from the world’s top buyer.


Alcoa breaks ground on Western Australia gallium plant
New facility at Wagerup refinery to produce gallium as a byproduct of alumina processing, with up to 200 construction jobs and 20 permanent roles. Project involves Australian, Japanese and U.S. partners.

Morocco to resume soft wheat imports from mid-September with subsidies
State grain agency ONICL plans to restart soft wheat purchases on Sept. 16 after a June pause, offering subsidies through year-end to stabilize domestic supply and prices.

IsoEnergy, Kineepik Métis Local sign uranium exploration pact
The five-year agreement outlines engagement, employment and capacity-building opportunities for the Métis community in Saskatchewan's Athabasca Basin. IsoEnergy will advance its Larocque East project under the framework.

Norwegian oil firms Equinor, Aker BP, Vaar Energi launch frontier exploration venture
Three major Norwegian energy companies will jointly explore 20-25 frontier prospects on the Norwegian continental shelf, targeting five high-impact wells annually over the next four to five years.

Solstice Gold expands Strathy project with Leckie Zone acquisition
The deal adds 24 hectares of patented claims and 9.4 km² of non-patented claims to the Strathy Gold Project, bringing total holdings to 57 km². Consideration includes $600,000 cash and 2 million shares.

India denies sugar shortage ahead of festive season
Indian Sugar Mills Association head says supply remains 'fundamentally solid' with sufficient stocks to meet demand despite seasonal consumption surge.

Global steel output falls 0.3% in July as China decline outweighs gains elsewhere
World crude steel production dipped last month, with China's 3.6% year-over-year drop more than offsetting gains in India, the U.S. and Europe. Morgan Stanley cites further weakness in Chinese mills.

Gold approaches double-top pattern as Iran sanctions loom
Technical resistance builds near prior peaks as geopolitical risks and new U.S. sanctions on Iran drive haven demand. Monday’s announcement could reinforce the uptrend or trigger a deeper pullback.

Gold hits three-month high as technical breakout targets $4,895
Technical analysis points to further upside after gold surged past $4,690, with projected weekly resistance levels at $4,788 and $4,895. Central-bank demand and U.S. Treasury actions underpin the move.


Gold tests key resistance as U.S. sanctions on Iran loom
Iran warns of retaliation as Washington prepares to unveil sweeping new sanctions, while gold faces technical resistance at 73. Treasury Secretary Bessent to detail measures Monday.

Indonesia’s IDX Composite falls 0.60% as financials, infrastructure weigh
The Jakarta bourse declined Monday, with losses led by financials and infrastructure stocks. Oil futures and the rupiah also retreated, while gold edged higher.

Iofina installs second brine source at IO11, lifts iodine output by 50%
Completion of brine water source at IO11 facility raises annual iodine production to 45-65 metric tonnes. IO12 plant on track for Q3 2026 start-up with 170-220 metric tonnes capacity.

Empire Metals upgrades Pitfield titanium project, releases investor presentation
The Australian project’s mineral resource estimate rose to 8.16 billion tonnes at 4.3% TiO₂, with a 99.25% TiO₂ product grade confirmed via conventional processing.

Australia's S&P/ASX 200 rises 0.49% as mining shares lead gains
The benchmark index advanced on Monday, with metals and materials stocks driving gains, while healthcare and utilities lagged. AUD/USD and gold futures also edged higher.

Silver futures break key resistance on technical momentum
Technical analysis points to a bullish breakout above $70, with projected targets of $72.26–$74.98 as traders eye further upside. Silver’s recent rebound follows a sharp recovery from weekly lows.

Empire Metals releases investor presentation after Pitfield project update
The miner disclosed an updated mineral resource estimate for its Western Australia titanium project, alongside a new investor deck. Total resource now stands at 8.16 billion tonnes at 4.3% TiO₂.

Silver hits 61.8% Fibonacci level as MFI nears overbought extreme
Silver price reached $69.15, aligning with the 61.8% Fibonacci retracement, while the Money Flow Index surged to 89.1, signaling potential short-term reversal risks.

Gold hits 76.36 RSI, nears historic peak after 3.31% rise above 20-day SMA
XAU/USD trades near $4,700 as technical indicators flash overbought signals, with aggressive short targets set at $4,640 and $4,558.


Rockhopper to raise capital for second Sea Lion FPSO amid project expansion
Rockhopper Exploration plans a capital raise to fund its 35% share of a second FPSO for the Sea Lion oil project, with Navitas Petroleum exercising an option to acquire the vessel. First oil from the Northern Development Area remains on track for early 2028.

Cora Gold secures Mali license renewal for Sanankoro II gold project
Mali’s government approved the renewal of Cora Gold’s exploration license for the Sanankoro II gold project, a key step toward securing a larger mining permit. The company also secured $120 million in financing for development.

Kazera Global reports $369 million mineral resource value in South Africa
Technical report estimates in-situ value of heavy mineral sands at Sea Concession 2A project, though no recoverable reserves or revenue figures are provided.

Kazera Global’s South Africa project yields $369m mineral resource estimate
Heavy mineral sands at Sea Concession 2A in Alexander Bay valued at $369.3m in first technical report. Ilmenite and garnet account for 82% of the in-situ value.

Indian sugar stocks jump on tight supplies, festive demand
Bajaj Hindusthan Sugar leads gains after prices rise on delayed monsoon and El Nino disruptions. Government import approvals fail to offset supply tightness ahead of peak season.

Quantum Helium advances Sagebrush helium project with new targets
Extended production test confirms rapid pressure recovery and identifies multiple prospects. Company holds 90% stake in Sagebrush, 100% in Coyote Wash.

Indian sugar stocks surge on festive demand and tight supply outlook
Shares of major Indian sugar producers surged on Monday as domestic prices firmed and festive demand fueled buying interest, despite government efforts to curb inflation through import measures.

Swiss market opens lower as pharma stocks weigh; gold hits 3-month high
SMI falls 0.22% in pre-market as Roche and Novartis drag; DAX seen little changed. Brent oil dips 1.5% to $92.94/barrel; WTI at $85.61. Gold climbs 0.75% to $4,637/oz.

Swiss blue chips flat; gold hits three-month high; SoftBank slides
Swiss equities opened cautiously as gold surged to its highest level since May. SoftBank led losses in Asia after weak buyback guidance from Samsung Electronics weighed on tech sentiment.


Weekend ship traffic through Strait of Hormuz falls to 20 vessels
Iran-U.S. tensions curtail energy transit corridor; analyst data shows sharp drop in commercial vessel crossings amid regional instability.

MMG shares rise 2.8% as Peru copper mine Las Bambas resumes operations
MMG Ltd’s Hong Kong-listed shares climb after the Las Bambas copper mine in Peru restarts following a fatal accident and temporary suspension. The mine accounts for a significant portion of MMG’s revenue.

Roche, Alphabet, BMW issue bonds totaling $4.4 bln in latest deals
Swiss healthcare giant Roche raises 410 mln CHF, while Alphabet sells $3.5 bln USD bond and BMW taps markets with $500 mln floater. All three issuances carry Moody’s Aa2 or A2 ratings.

Gold steadies near $4,628 as Treasury debt moves lift bullion
Bullion holds near three-month high after U.S. Treasury surprise boost to longer-dated debt purchases. Silver and platinum retreat as dollar steadies.

Stanmore reports 18% EBITDA rise in H1 2026 on higher coal prices
Underlying earnings before interest, taxes, depreciation and amortisation climbed to $174 million as strong coking coal prices offset cost pressures. Full-year guidance maintained.

Ampol posts A$1.36 bln H1 profit as Iran conflict lifts refining margins
Australian refiner returns to profitability with 152% EBITDA surge, driven by soaring refining margins amid Middle East supply disruptions. Interim dividend more than quadruples to 185 cents per share.

Ampol posts A$1.36 bln interim profit as refining margins surge on geopolitical risks
Australian refiner Ampol more than reverses a year-earlier loss with a 152% EBITDA jump, citing strong refining margins amid Middle East conflict and supply disruptions.

Iran claims discovery of 7.5 trillion cubic feet of natural gas
New field in Fars province holds over 212 billion cubic meters of gas, with 5.7 trillion cubic feet deemed recoverable. Oil minister cites 'sweet' gas quality to reduce costs.

Australia confirms first H5N1 avian flu case in native mammal
Dead long-nosed fur seal in South Australia tests positive for H5N1, marking the country's first confirmed infection in a local mammal. No poultry cases detected.


Oman’s oil revenue rises 10% in Q2 2026, state agency reports
Public revenues up 13% to $17.14 billion as net oil earnings climb to 3.33 billion Omani rials, driven by higher crude prices. Government spending also rises 9%.

Graphen soll nachhaltige Papierverpackungen leistungsfähiger machen
Sparc Technologies und Detmold Packaging entwickeln graphenverstärkte Barriereschichten für Papier, um Kunststoff und Aluminium in Verpackungen zu ersetzen. Der globale Markt für nachhaltige Verpackungen wird auf 272 Mrd. US-Dollar geschätzt.

Brazil’s ONS restricts distributed generation as demand dips on Sunday
National grid operator curbs output from distributed sources to prevent system imbalances during low weekend demand. Abradee warns of legal risks without clearer cut-off rules.

Gulf stocks rise on oil gains as Iran sanctions fears lift crude
Saudi and Qatari benchmarks advanced after Brent crude topped $94 a barrel on Sunday, with Saudi mining and shipping shares leading gains. Egypt's EGX 30 extended gains for a second session.

Gulf stocks rise as oil nears $95 on Iran sanction jitters
Saudi benchmark climbs 1.1% as Brent crude tops $94 on U.S. threats to impose fresh sanctions on Iran. Regional bourses diverge with Qatar and Egypt gains offsetting Kuwait and Oman losses.

Canada supplies 68% of U.S. aluminum imports in first half of 2026
Canadian exports met 68% of U.S. aluminum import demand in the first half of 2026, while total domestic production covered 95% of import needs. Washington weighs tariff reductions on Canadian metal.

Ukraine-Krieg blockiert 97% der Schwarzmeer-Getreideexporte
Russland und Ukraine halten 97% ihrer Schwarzmeer-Exportkapazitäten still. Weizenpreise steigen um 6,5% im Monat und 30% im Jahresvergleich. Importländer weichen auf teurere Anbieter aus.

Jefferies flags metals breakout risk on currency debasement concerns
Analysts initiate buy ratings on Canadian miners as fiscal deficits and currency risks drive early moves in gold and crypto. Copper and industrial metals seen as next in line.

Copper holds near $6.70 as traders eye $6.86 resistance
Technical levels show copper consolidating between $6.51 and $6.62, with traders awaiting a breakout above key resistance at $6.86 amid mixed momentum signals.


Silver holds near $65.34 as momentum wanes, Fibonacci levels in focus
Technical indicators show silver trading below key moving averages with RSI easing from overbought territory. Support seen at $64-$65, resistance at $67.10.

Gold surges to $4,456 as technicals flash overbought signals
Spot gold hits record highs near $4,456.55, with traders eyeing key resistance at $4,510 as RSI drifts lower and momentum indicators show early signs of fatigue.

London Gas Oil holds near $1,241 as traders eye $1,328 resistance
London Gas Oil futures consolidate in a tight range ahead of a potential breakout above $1,260. Technical indicators suggest limited near-term momentum.

Natural gas falls 2.6% as bearish flag triggers near $2.65
Technical breakdown below $2.70 extends losses to test $2.62 support, with downside targets set at $2.56 and $2.50.

WTI crude holds below $82 as technicals signal indecision
Oil prices remain trapped between $80 and $84.50 as volume-weighted average price and moving averages cap gains. Traders eye a breakout toward $87.40 or a drop to $75.

Brent crude holds near $88.50 as technicals signal indecision
Brent oil consolidates in a choppy $87-$90 range with low ADX readings and a bearish MACD crossover, while traders eye a breakout toward $94 or a pullback to $82.30.

Panamanian-flagged cargo ship sinks off India’s east coast; 2 rescued
The *Ocean Winner* was carrying iron ore when it sank, with 22 crew members still missing. India’s Coast Guard has recovered two survivors so far.

Global markets digest August 2026: equities rise, bonds wobble, Bitcoin surges
U.S. stocks extend gains on CTA normalization, while 30-year Treasury yields hit 19-year highs before easing. Bitcoin breaks above $79,000 amid ETF inflows and Treasury buyback expansion.

Swiss housing prices set to rise further; buyers face affordability squeeze
Rising real estate values and low mortgage costs are supporting Swiss home prices, but structural supply constraints and tax changes are reshaping affordability and investment decisions.


Sigma Lithium resumes operations in Brazil after environmental settlement
Company secures agreement with Minas Gerais to resolve outstanding fines and resume full lithium production, targeting 330,000 tonnes annually by fiscal 2027.

Wolfe Research flags flat CNH outlook through 2027 amid commodity headwinds
Analysts cite 4% sales tailwind from normalized underproduction but warn commodity prices will cap a stronger rebound in agricultural equipment demand.

Live cattle futures dip on tariff plan and weak cash market
CME live cattle futures fell 0.075 cents to 217.925 cents per pound Friday, weighed by tariff relief plans and softer boxed beef prices. September feeder cattle futures rose 0.10 cent to 329.025 cents.

Brazil’s Bovespa gains 1.85% as dollar weakens, commodities rise
The benchmark Bovespa index advanced on Friday, led by gains in consumption and financial shares, while the real strengthened against the dollar amid higher gold prices.

Canada's S&P/TSX Composite climbs 0.70% as materials, tech lead gains
Materials, consumer discretionary and clean technology sectors drove the index higher, while gold futures surged 2.11% to a record. Advancers outpaced decliners 572 to 385.

Greenland approves rare earths license transfer to Greenland Mines
Government of Greenland grants approval for transfer of mineral exploration license for the Sarfartoq neodymium-praseodymium project, a key step in Greenland Mines' acquisition.

SpaceX seeks natural gas trader for Cape Canaveral role amid energy expansion
The aerospace company is building a new team to manage natural gas trading as it expands fuel and power infrastructure, including gas-fired plants for a Texas facility.

Euronext wheat falls 1.1% after four-week high on profit-taking
December Euronext wheat futures dropped as traders booked gains following a four-week peak. Chicago wheat also declined after hitting a similar high.

Latin American stocks, currencies rise as dollar weakens
Regional equities and FX indexes erase weekly losses on softer greenback and firmer commodity prices. Colombia’s Q2 GDP growth outpaces peers.


India approves $731 million LPG pipeline expansion led by GAIL
Regulator clears 1,800 km network across six states to boost LPG supply security and cut logistics costs. India's pipeline network to expand by over 23%.

Nationwide issues €40m covered bonds maturing in 2051
UK mutual lender lists 3.81% covered bonds on the London Stock Exchange under its €45bn global programme.

Sugar futures fall after India approves duty-free imports
Raw sugar prices slipped 0.8% as India’s move to waive import duties on 1 million metric tons eased supply concerns. White sugar also declined after recent highs.

European diesel margins rise to $76.52/barrel as refinery output climbs
Low-sulphur gasoil premium over Brent widens by $1.44 as refiners shift output to meet diesel demand. Chinese exports more than double, while Indian crude processing jumps 6.8%.

El Niño threatens cocoa, coffee and sugar crops, lifting prices
Strong El Niño conditions forecast for late 2024 could disrupt global harvests of cocoa, coffee and sugar, with West Africa and Southeast Asia most at risk. Prices already elevated.

U.S. to temporarily ease ground beef import quotas to lower prices
Trump administration allows up to 300,000 metric tons of ground beef imports duty-free for 90 days, aiming to cut retail prices by 25% amid tight domestic cattle supply.

Metals Royalty secures $165m financing for iron ore royalty acquisition
The Metals Royalty Company will use proceeds from a $165m package to fund a Mesabi Metallics iron ore royalty acquisition and refinance debt. The financing includes $140m in convertible notes and a $25m term loan.

Morgan Stanley lifts India steel stocks outlook on price strength
Indian steel equities seen extending gains as hot-rolled coil prices rise 27% from December lows, while Morgan Stanley flags near-term monsoon risks.

Global shipping faces 2026 demand slump, elevated rates amid chokepoint risks
US container volumes forecast to drop 4.2% YoY as tariff shifts reshape trade flows, while Red Sea and Panama Canal disruptions sustain freight rate premiums.


Trump approves 90-day easing of U.S. ground beef import quotas
U.S. allows up to 300,000 metric tons of beef imports at a 25% discount to market prices to curb grocery inflation. Action targets consumer affordability amid rising food costs.

Tether’s $120 million Uruguay bitcoin mining venture collapses
Dispute with state utility UTE over power supply terms led to the shutdown of two mining sites valued at $120 million. Tether’s local unit Microfin settled debts after power was cut in July 2025.

Investors Rethink Portfolios as Inflation Fears Drive Shift to Alternatives
Traditional 60/40 allocations struggle as inflation erodes returns; advisors favor short-duration bonds, commodities and real assets to hedge purchasing power.

China fuel exports surge in July as restrictions lifted
Refined fuel shipments more than doubled from June to 1.74 million metric tons, driven by easing of export curbs. Diesel, gasoline and jet fuel volumes rebound to pre-Iran war levels.

Gold tests key resistance after rally; $4,649 seen as next target
Technical analysis points to $4,649 as the next major resistance level after gold reclaims the $4,558 mean. Corrections toward $4,519–$4,467 may offer entry points.

Brent crude dips as weekly gains hold after sharp rally
Weekly oil price surge persists despite Friday pullback as geopolitical risks tighten supply from key Persian Gulf route.

Kazatomprom sets October shareholder meeting for uranium deals, board changes
Majority shareholder Samruk-Kazyna called an extraordinary meeting to approve two confidential uranium concentrate sales and a board reshuffle. Record date set for September 11.

Panama Canal cuts ship transits due to low rainfall, El Niño impact
Daily allowable crossings to drop to 32 from 36 starting September as drought curtails water supply; El Niño forecasts signal further pressure in 2026-27.

Regis Resources posts record $715m FY26 profit, $1.2bn cash build
Gold miner’s statutory net profit surged 181% to $715m as higher gold prices and disciplined costs drove record cash generation. Dividend declared at 35 cents per share.


Regis Resources posts record $715m profit on surging gold prices
Gold miner's FY26 net profit more than triples to $715m as average realized price hits $6,283/oz. Dividend total tops $300m for 18 months.

Gold slips as long-dated Treasury yields rebound, 200-day SMA in focus
Spot gold falls 0.8% as 30-year Treasury yield rises above 5.23%, unwinding a portion of Wednesday’s 3% rally driven by buyback-driven yield compression.

Fusion Fuel unit secures $1.4m LPG supply deals
A subsidiary of Fusion Fuel has signed contracts to supply liquefied petroleum gas.

U.S. Gold explores options for Wyoming gold-copper project after feasibility boost
Company forms special committee to evaluate M&A bids and capital options for CK Gold Project, where NPV surged to $1.37 billion at current prices. Construction decision targeted for H2 2026.

ASP Isotopes’ helium plant in South Africa enters commissioning phase
Tetra4’s Virginia Gas Project begins commissioning its helium plant, with first commercial shipments expected in 2026. Phase 1 targets 70 Mcf/day of liquid helium alongside LNG output.

KGHM posts 860% profit surge in H1 2026 as copper prices rally
Polish miner's net profit soared to PLN 5.6 billion on higher copper and silver prices, though earnings per share missed forecasts. Adjusted EBITDA rose 89% year-over-year.

Data centres seen consuming silver at scale of major miner’s output
World Silver Survey 2026 projects data centre demand to exceed 42 million ounces annually by 2027, reshaping industrial consumption patterns. Silver price near eight-week high as yields ease.

EU gas storage at 62% as winter nears, Commission sees no immediate supply risk
EU gas inventories remain below last year’s levels at 62% capacity, but the European Commission says no near-term supply shortages are expected despite high prices linked to regional tensions.

Russia extends soybean export duty through August 2028
Moscow maintains 20% tariff on soybeans to manage domestic supply and prices, with linseed duty under review.


TSX futures slip as bond rally fades; U.S.-Canada trade deal nears
Canadian equity futures dipped after a three-day advance as bond market strength waned. Trade talks between Ottawa and Washington reportedly near completion, with potential tariff cuts on autos and metals.

Morgan Stanley sees gold above $5,000 per ounce by 2027
Bank forecasts record price amid central bank buying and Fed policy expectations, though warns of volatility. ETF flows turn positive as Fed hold outlook solidifies.

Electra extends Glencore cobalt supply deal to 2031
Five-year extension secures 10,000 metric tonnes of cobalt hydroxide for Electra’s Ontario refinery, aligning with LG Energy Solution’s 60% offtake commitment through 2029.

Silver rises above $68.88 as technical breakout fuels bullish bets
Technical analysis points to sustained upside if resistance at $69-$70 holds, with a short-term mean at $67.84. Fundamentals align as the Silver Institute projects a sixth annual deficit by 2026.

Euronext wheat hits four-week high as Black Sea disruptions curb exports
Benchmark wheat prices surged 1.8% to €241 per metric ton on Euronext amid escalating war-related shipping disruptions in the Black Sea, redirecting demand to Western Europe.

Exxaro's 1H 2026 coal output jumps 11% as energy transition accelerates
South African miner reports record coal production and renewable energy gains, but earnings per share fall 20% amid higher costs and manganese acquisition. Dividend maintained at R7.00 per share.

Middle East oil risks push tanker prices to record highs
VLCC and second-hand supertanker values exceed $130 million as Gulf exporters charter fleet to bypass Strait of Hormuz threats. Charter rates also hit historic peaks.

Gold rallies past $4,500 as dollar weakens; analyst sets new targets
Analyst flags $4,500 breakout as U.S. Treasury bond support triggers short covering; outlines resistance and downside scenarios with updated price levels.

KN Energies posts 60% profit jump in H1 2026 on LNG demand
Net profit surged to €13.8 million as regulated LNG activities drove revenue to €58.1 million. EBITDA rose 15% to €31.1 million amid strong European gas market conditions.


European stocks rise on commodity gains; Euro Stoxx 50 up 0.63%
Euro Stoxx 50 advances as oil steadies and Wall Street rebounds, while gold miners surge on higher bullion prices. Italian banking consolidation plans weigh on MPS shares.

Ramelius posts record 74% EBITDA margin on lower gold output
Australian miner Ramelius Resources reported FY26 underlying EBITDA of A$765.4 million despite a 36% drop in gold production. Record margins and cash returns offset lower volumes amid portfolio optimisation.

European stocks rise modestly; commodities lead gains on China stimulus hopes
Euro Stoxx 50 advances 0.32% as energy sector benefits from Iran conflict and China signals further fiscal support. Italian bank MPS unveils €34 billion buyback plan to fend off Intesa Sanpaolo takeover.

European gas prices rise as Strait of Hormuz shipping slowdown persists
Dutch front-month futures gain 0.2% as Qatari LNG cargoes remain stranded amid reduced tanker traffic through the Persian Gulf.

Nordic Iron’s Blötberget project NPV rises to $325m on drilling results
Updated mineral resource estimate boosts Blötberget and Väsmanfältet deposits, lifting net present value and extending mine life to 23 years. Pre-feasibility study published as DFS work begins.

Asia stocks slip on the week as bond yields, oil remain elevated
Regional equities end lower amid persistent inflation pressures from elevated crude prices and U.S. Treasury yields near multi-year highs. Dollar index hits three-month low.

Odfjell posts 68.8% Q2 profit surge on higher spot rates
Norwegian chemical tanker operator Odfjell SE reported net profit of $54 million in Q2 2026, up 68.8% from the prior quarter, as stronger spot rates offset geopolitical disruptions.

Gold miners' Q2 earnings defy metal's slump, GDXJ valuations hit decade lows
Smaller gold miners posted near-record profits despite gold's 14.1% quarterly drop, pushing GDXJ valuations to their lowest in at least a decade. The analysis flags the ETF as a potential buy amid historical underperformance relative to gold.

Trump widens beef imports to ease prices
Imports are increased as domestic cattle herds shrink due to drought and reduced margins.


Dorchester Minerals hits 52-week high as Williston Basin deal lifts shares
Dorchester Minerals LP shares jumped to a 52-week peak of $28.97 as a $1.2 billion Williston Basin acquisition and strong dividend yield of 17.8% drove gains. Year-to-date returns exceed 41%.

Gold allocation: Study recommends up to 20% in diversified portfolios
Research suggests a 9% gold and 11% silver allocation for Swiss investors, rising to 25-30% after tax, with disciplined rebalancing to manage volatility.

Swiss watch exports rise 9.6% in July, led by U.S. demand
July shipments reached 2.63 billion francs, extending a rebound that has pushed year-to-date exports 0.9% higher despite a mid-year slowdown. U.S. sales surged 26.5%, while France more than doubled its imports.

Kazatomprom posts 9% revenue growth in H1 2026 as uranium prices rise
Kazakh uranium producer Kazatomprom reported a 9% year-over-year increase in revenue to 718 billion tenge, driven by higher uranium prices and production growth, despite a decline in net profit.

Gold prices rise above $4,580 on technical breakout; targets $4,626
Technical analysis suggests gold could test $4,626 after breaking above key resistance levels, with macro factors including lower yields and geopolitical risks supporting gains.

Wheat buyers shift sourcing as Black Sea attacks tighten supply
Chicago futures surge 17% since July as Asian buyers seek alternatives to Black Sea wheat disrupted by Ukrainian port strikes. Egypt and Indonesia among nations scrambling to secure cargoes.

Australia stocks rise 0.33% as materials, mining shares advance
S&P/ASX 200 gains led by Zip Co and Super Retail Group; gold and oil futures edge higher amid sector rotation.

Gold Royalty Corp. outlines 2030 production target of 30,000 ounces
Company details growth plan at Micro-Cap Virtual Conference, targeting 500% to 600% output increase by decade's end amid $120M-$150M annual revenue outlook.

Atome secures funding for 300MW Paraguay solar feasibility study
London-listed Atome PLC will conduct a solar feasibility study near its Paraguay fertilizer plant, with funding from a multilateral development bank. A 300MWp capacity is planned.


Gold miners in Asia, Australia surge after overnight bullion rally to $4,523
Asian and Australian gold miners jump up to 15.9% as spot gold holds above $4,500 following its biggest overnight rally in nearly three months, fueled by a weaker dollar and U.S. Treasury bond buyback plans.

Gold, silver surge to records; traders weigh profit-taking risks
Precious metals hit historic peaks in Asian trading as momentum buying accelerates, but intraday volatility and crowded positioning raise the odds of a sharp correction ahead of the U.S. session.

Südkorea testet Arktis-Route nach Europa trotz EU-Sanktionsrisiko
Erste Containerschiff-Pilotfahrt durch Russlands Nordostpassage soll Fahrzeit um bis zu 35% verkürzen, doch westliche Partner warnen vor Kooperation mit Moskau.

Gold extends streak toward third weekly gain on safe-haven demand
Metal holds gains near $4,500/oz after U.S. Treasury debt buyback plan fuels yield and dollar drop; technical levels point to $4,660 if support holds.

Why day traders should weigh gold vs silver spreads beyond per-ounce costs
Gold’s tighter per-ounce spread masks higher total trading costs for CFD contracts, while silver’s wider per-ounce gap can translate to lower contract-level expenses. Analysis highlights how contract size, session dynamics and platform settings shape intraday execution costs.

Mexico detects first screwworm case in Sonora state, activates emergency protocols
Sonora governor confirms infestation, orders containment measures as USDA prepares to lift cattle import ban. State health officials cite no immediate risk to livestock.

Fortescue reports record iron ore shipments, AUD 3.5 bln FY26 profit
Australia’s Fortescue posts 9% revenue growth and AUD 3.2 bln free cash flow for FY26, while maintaining a 65% payout ratio. FY27 shipment guidance raised to 197-207 mln tonnes.

Blue Moon Metals secures Nevada tungsten permits, eyes 2027 startup
Nevada Division of Environmental Protection transfers key permits to Blue Moon Metals for the Springer tungsten project, allowing construction to begin as the company targets late 2027 production.

Swiss nuclear plant costs estimated at $14-43 bln in new study
A report by Swiss Academies of Sciences estimates construction costs for a new nuclear reactor between 14 billion and 43 billion francs, factoring in delays and financing risks. State support likely required.


Northern Star posts 22% EBITDA jump in FY26 as gold output slips
Underlying earnings rose to A$4.3 billion as higher gold prices offset a 6% drop in sales volume. Expansion at KCGM mill and Hemi project FID targeted for FY27.

Parex Resources targets 90,000 boe/d output by year-end after Frontera deal
Canadian oil producer Parex Resources outlined production growth to over 90,000 boe/d by December, debt reduction targets and a 6% dividend yield at EnerCom Denver. Colombia-focused assets drive expansion.

BHP shares reach 52-week high near $94 as profit surges
Mining giant posts record annual profit and raises dividend as shares climb 79% over the past year. Analysts lift price target on strong cash flow.

Poland’s WIG30 ends 1.24% lower as basic materials, energy weigh
The benchmark WIG30 index fell as losses in mining, energy and banking outweighed gains in select consumer and insurance shares. Oil and gold prices advanced.

Gold steadies ahead of third straight weekly gain
Gold prices held firm on Friday, consolidating gains that could mark a third consecutive weekly increase.

ASP Isotopes outlines commercialization roadmap at Emerging Growth Conference
CEO Paul Mann details multi-phase expansion plans for helium, LNG, and medical isotopes, targeting $300 million EBITDA by 2031. Stock has fallen 73% from 52-week high.

U.S. natural gas prices stay below $3 as supply glut persists
Henry Hub futures remain trapped below $3 per MMBtu amid record production and weak demand, with EIA trimming its third-quarter outlook by 50 cents.

US Treasury yields rise after Wednesday’s rally as supply concerns persist
Ten-year Treasury yields climbed to 4.65% after the market’s brief rebound on supply signals faded. The U.S. debt load exceeds $40 trillion as fiscal pressures mount.

Fortescue reports 3% rise in annual profit on record iron ore shipments
Underlying net profit after tax reached $3.5 billion for FY26, supported by 201.3 million tons of iron ore shipments and a 7% increase in realized prices. FY27 guidance points to higher costs and capital expenditure.


Yancoal posts 42% rise in first-half profit on record coal output
Thermal and metallurgical coal sales surge 22% and 9% respectively as Yancoal Australia reports record attributable production of 19.8 million tonnes for 1H 2026.

IsoEnergy forms DISA Uranium with $105M financing, $33M investment
New uranium venture combines IsoEnergy’s Utah mines with DISA’s remediation tech. DISA Uranium secures $105M private placement, with IsoEnergy taking a 33% stake.

Big Sky Industrial pivots to helium, CO2 in Montana play
Micro-cap firm shifts from oil output to helium and carbon management, targeting $15 million annual EBITDA from Phase 1 assets with 1.3 bcf helium reserve.

Austevoll Q2 2026 results miss estimates as Peru disruption hits
Norwegian seafood group Austevoll Seafood reported a 14% revenue decline in Q2 2026, missing estimates as Peru’s anchoveta fishery collapse and El Niño disrupted operations. Whitefish segment outperformed amid rising cod and haddock prices.

U.S. Treasury yields surge in 2026 as bond ETFs face steep losses
Long-dated Treasury yields hit multi-year highs in August 2026 amid fiscal deterioration and inflation persistence, pressuring bond ETFs like TLT and AGG into deep oversold territory.

China rare earth exports to U.S. hit second-highest levels since 2025 curbs
Yttrium oxide and rare earth magnets shipped to the U.S. in July reached the second-largest volumes since Beijing imposed export restrictions in April 2025, underscoring strategic supply chain resilience amid geopolitical tensions.

China ramps up yttrium exports to U.S. ahead of Xi trade talks
July shipments of yttrium oxide to the U.S. hit the second-highest level since Beijing imposed rare earth controls in April 2025, easing pressure on aerospace supply chains.

Northwest Europe gasoline margins jump to $39.78 on supply tightness
Refining margins surged 53 cents to $39.78 per barrel Wednesday as regional supply tightened amid Ukrainian refinery attacks and Russian fuel diversion to Asia.

U.S. Rare‑Earth Funding in Africa: A Token Gesture or Real Supply‑Chain Shift?
The Development Finance Corporation’s $62.8 million pledge to African rare‑earth projects sounds like a strategic win, but private‑sector hesitation suggests the road to a diversified market is still steep.


Oil shipping slows at Strait of Hormuz after vessel attack
Commodity vessel transits fall to six on Tuesday as operators avoid the chokepoint amid escalating regional tensions and conflicting claims over control.

Diesel prices surge to $170/bbl as refining bottlenecks expose hidden energy shock
Analysts warn Brent’s $91/bbl price masks severe diesel shortages, with European diesel trading near record spreads and refinery constraints distorting energy markets.

Bond markets stabilize as yields retreat from multi-year peaks
Ten-year German Bund yield dips after 15-year high; French 30-year yield hits 2008 levels amid fiscal concerns. Analysts cite rising government and hyperscaler debt as key drivers.

Platinum surges 2.9% as Fed rate-cut bets rise, supply tightens
Precious metal jumps to $1,766.80 per ounce on weaker dollar and cooling U.S. inflation expectations. Fourth consecutive annual supply deficit forecast for 2026.

Tactical Resources debuts on Nasdaq with U.S. rare earths push
Vancouver-based miner lists via SPAC merger as CEO highlights domestic supply chain goals amid China's export curbs. Shares fall in early trading.

Greek stocks rise 0.23% as banking, construction lead gains
Athens General Composite advances on broad sector gains, with Optima Bank and Gek Terna among top performers. Gold and oil futures also climb.

U.S. natural gas storage rises 16 bcf, slightly above forecast
Inventories increased by 16 billion cubic feet last week, modestly exceeding the 15 bcf forecast, while the prior week's build of 36 bcf suggests decelerating storage gains.

AIR Global posts $206.9M revenue in H1 2026 as supply chain costs weigh
Nasdaq-listed shisha molasses maker AIR Global reported a 3.7% revenue rise in the first half of 2026, offset by $96M in IPO-related costs and regional supply chain disruptions.

US corn, soybean export sales rise on strong new-crop demand
Corn commitments up 1.05 million tons; soybeans rise 1.81 million tons in week to Aug. 13. Data reflects robust demand ahead of USDA's revised crop forecasts.


Sugar futures surge to over one-year highs on supply tightness
Raw sugar prices hit 17.99 cents per pound, while white sugar reached $564.40 per ton amid concerns over El Nino and India’s potential import shift. Brazil’s output forecast also weighs on market.

Citi warns global oil stockpiles could drop to 70-day cover by 2029
Analysts project OECD inventories to fall to critical levels within five years amid persistent demand and supply constraints, with Brent crude seen returning to the $60s by 2027.

Silver recovers toward $67 as yields ease, technicals turn bullish
Precious metal rebounds after retaking $66 level, with U.S. Treasury purchases pushing yields lower and CME data showing rising local futures interest.

Oil nears $90 as tight refining capacity fuels diesel price risks
Global refining capacity constraints risk pushing diesel prices higher as crude prices rebound near three-month highs. Analysts warn of sustained pressure on fuel markets.

Nordic Mining shares drop 1.4% as Q2 loss widens on production dispute
The miner reported no revenue despite 11,389 metric tons of output, citing a dispute with Barton over garnet quality. Cash fell to NOK 150 million, while a permit ruling adds regulatory pressure.

WhiteHawk Minerals touts royalty model at EnerCom Denver
U.S. natural gas royalty firm details $111.8M in acquisitions, $65.35M LTM EBITDA, and $2.60 per share cash distribution. Portfolio spans Marcellus, Haynesville, and MidCon regions.

China accounts for 90% of global electric truck, bus sales in 2025
Global electric medium- and heavy-duty vehicle sales surpassed 500,000 units last year, with China driving 86% growth. Battery-electric buses led zero-emission segments outside China.

Swiss industrial production rises sharply in Q2 2026
Secondary sector output up 5.1% year-on-year as pharma surges 15.5%, while vehicle manufacturing declines 15.8%. Construction also posts gains.

SQM posts record Q2 results as lithium sales volumes, prices surge
Chilean miner's lithium revenue jumped 137% YoY as volumes hit 84,100 metric tons and prices more than doubled. Net income surged 646% to $660 million.


Japan’s Nikkei 225 drops 3.12% as sector losses dominate
The benchmark index fell on Wednesday, with declines in Paper & Pulp, Transport and Communication stocks outweighing gains in select tech and retail names. Crude oil and Brent futures edged higher, while gold slipped.

Jeff Currie warns diesel spike, not Brent, signals energy crisis
Commodities analyst Jeff Currie argues crude’s $91 level masks a far sharper spike in European diesel, where prices near $170 per barrel reflect deeper supply strains. China’s refinery cuts and Hormuz crude congestion have shifted shortages downstream.

Gold holds at $4,411 as technical levels define near-term outlook
Analysis flags $4,482–$4,542 as bullish targets if resistance cluster is reclaimed, while a break below $4,365 risks a move to $4,322. Cycle windows in late August and early September may influence direction.

SQM posts record Q2 2026 profit as lithium rebound boosts revenue to $2.47bn
Net income surged 646% year-over-year to $660 million as lithium prices and volumes soared, while adjusted EBITDA margin reached 53%.

U.S. Treasury buybacks send dollar lower, yields tumble in global markets
Longer-dated Treasury buyback operations doubled to $16 billion quarterly starting Sept. 9, driving U.S. yields down and the dollar to seven-day lows against the yen. Equities and gold rallied as the greenback weakened broadly.

UK stocks rise 0.13% as mining, metals sectors lead gains
The FTSE 100 advanced after gains in mining and industrial metals offset declines in healthcare and defense. Fresnillo led sector advances with a 7.8% jump.

Gold faces technical pullback before potential bullish continuation, analysis shows
A mixed market structure across timeframes suggests a likely correction before renewed upside, with key support and resistance levels in focus. The analysis outlines scenarios for both shallow and deeper pullbacks.

Gold, silver consolidate as dollar holds firm ahead of FOMC minutes
Precious metals retreat after recent breakouts as the U.S. dollar remains resilient despite macro headwinds. Traders await July FOMC minutes for directional cues.

Silver tests key support zone as 360-day cycle nears completion
Precious metal approaches critical $61–$63 technical zone ahead of late-August timing window. Analysis flags potential mean-reversion setup if buyers regain control.


German oil producer Deutsche Rohstoff posts 7.5% revenue rise in H1 2026
First-half revenue reaches EUR 110 million as higher oil prices and asset sales boost earnings. Full-year outlook raised to EUR 300-320 million.

ReElement secures air permit for Indiana rare earth refining facility
Minor Source air permit authorizes all four production lines at Marion Supersite, enabling scaled separation of germanium, gallium and heavy rare earths for defense and industrial supply chains.

Rusal swings to $196 mln H1 profit as aluminum prices surge
Russian aluminum giant posts first-half net profit after a year of losses, driven by higher metal prices and 10.9% revenue growth. Shares rise over 3% in Hong Kong.

Rusal shares rise 1% as aluminium gains offset sanctions pressure
Russian aluminium producer posts $196 million H1 2026 profit after $455 million annual loss in 2025, as higher metal prices and supply disruptions lift revenue 10.9%.

Leroy Seafood lifts wild-catch outlook despite Q2 earnings dip
Norway-based seafood producer raises full-year EBIT guidance for wild-catch segment to NOK 400-450 million on higher volumes and pricing, offsetting a 26% drop in Q2 operational EBIT.

Cerrado Gold sees Q2 2026 gold output jump 35%, costs rise
Q2 2026 gold-equivalent production reached 15,415 ounces, up 35% year-over-year, while all-in sustaining costs climbed to $1,933 per ounce amid Argentina’s 30% inflation. Full-year guidance maintained at 50,000-60,000 GEOs.

Vibra Energia targets mining sector with premium diesel expansion
Brazilian fuel retailer launches Supera Plus diesel for mining operations after trials at Vale’s Salobo and Onça Puma mines showed fuel savings and reduced maintenance costs. Expansion planned into agribusiness, industry and logistics.

U.S. commits $62.8 million to African rare earth projects amid private-sector caution
DFC funding targets Malawi, Angola, Madagascar and South Africa to de-risk projects shunned by investors wary of Chinese market dominance and project risks.

Charbone secures electrolyzer for Sorel-Tracy hydrogen plant expansion
The Canadian hydrogen producer advances Phase 1B of its Sorel-Tracy facility after receiving a key electrolyzer, with construction and a fall launch remaining on schedule.


Whitehaven Coal posts A$1.25bn FY26 EBITDA as costs fall despite softer prices
Record output of 40.3 million tonnes offsets a 6% price decline, while unit costs drop to A$132 per tonne. Net profit rises to A$385m on A$5.4bn revenue.

Whitehaven Coal shares drop 3.7% on weak coal prices, AUD strength
Falling metallurgical and thermal coal prices, combined with a stronger Australian dollar, weighed on Whitehaven Coal's revenue and stock price. Managed output met guidance at 40.3 million tonnes.

Whitehaven Coal posts record output, AUD 227m profit in FY2026
FY2026 underlying net profit fell to AUD 227m as coal prices eased, but record production of 40.3m tonnes and cost discipline supported margins. Dividend declared at AUD 0.06 per share.

Iluka’s H1 2026 cash flow jumps 115% as rare earths refinery nears completion
Mineral sands producer Iluka Resources reported a surge in operating cash flow and slashed net debt by 42% in the first half of 2026, while advancing its Eneabba rare earths refinery project toward a 2027 commissioning target.

Iluka Resources swings to A$24 mln first-half loss as zircon prices weaken
Revenue fell 22% to A$433 mln while EBITDA dropped 77% as zircon prices and volumes declined. Full A$1.65 bln loan secured from Export Finance Australia.

Whitecap Resources sets 2026 debt target after Veren acquisition
Canadian oil producer outlines CAD 2 billion debt reduction plan and forecasts CAD 2.2 billion free cash flow in 2026 base case. Production guidance maintained at 384,000-386,000 BOE/day.

Industries Qatar posts 89% profit slump in H1 2026 on lower volumes
Net profit fell to QR 216 million as volumes declined 31% and sales dropped 46% year-over-year. Steel segment remained profitable while petrochemicals and fertilizers posted losses.

Ramaco Resources, Indium sign MOU for gallium, germanium supply
Non-binding agreement outlines potential supply of critical minerals from Wyoming’s Brook Mine to Indium Corporation’s semiconductor and electronics supply chains.

Poland’s KGHM posts Q2 profit beat on higher copper prices
Second-quarter adjusted core profit rose to $1 billion, beating expectations as copper prices surged. Overseas output fell due to lower-grade ore at the U.S. Robinson mine.


CFTC bans former Alameda, FTX executives from trading for five years
Caroline Ellison and Gary Wang face five-year trading bans and multi-year registration prohibitions as part of CFTC settlements tied to FTX fraud case.

Hycroft reports high-grade silver drill results at Nevada mine
Drilling at Hycroft Mining’s Brimstone and Vortex sites in northern Nevada intersects up to 375 g/t silver, extending known mineralized zones. CEO Diane Garrett cites strong growth potential.

Brazil’s Bovespa falls 0.27% to six-month low on sector losses
Real Estate, Consumption and Basic Materials led declines as 485 stocks fell against 456 advances. Dollar strength and commodity moves added pressure.

Tamarack Valley Energy boosts Clearwater output, debt-free after asset sale
Clearwater crude output rises to 55,000 bpd as Tamarack Valley Energy posts a 6.6x recycle ratio and eliminates debt following the CAD 804 million Charlie Lake divestment.

Gold-platinum ratio climbs 1.3% on Fed rate bets, platinum profit-taking
Gold's rally outpaced platinum as traders priced in steady U.S. rates and unwound long positions in the industrial metal. The XAU/XPT ratio rose to 2.5264.

ICE sugar futures hit record open interest of 2.3M contracts
Open interest in ICE sugar futures reached a new high, according to market data.

Constellation Brands pledges $100M to U.S. barley, corn farmers over five years
Beverage giant expands supply-chain investment to support growers in Idaho, Montana and North Dakota amid acreage declines and rising costs.

Euronext wheat climbs as Black Sea disruptions limit supply
December Euronext wheat futures rose 0.6% to €235.75/t on Tuesday as export disruptions in the Black Sea outweighed weak demand from importers.

Northwest Europe gasoline margins hit $39.25/bbl on tight supply
Margins surged nearly $3 per barrel as trading volumes in E5 and E10 barge cargoes rose, with Trafigura, ExxonMobil and Shell among sellers. Saudi Aramco resumed Hormuz loading operations last week.


European diesel margins surge to record on tight global supply
Low-sulphur gasoil futures reached a premium of $76.08 per barrel over Brent crude, while U.S. diesel crack spreads hit $102.20. Supply constraints from the Middle East and Russia, along with rising Chinese exports, drove the surge.

US Treasury to buy back long-dated bonds as yields surge to 2007 highs
U.S. government announces increased buybacks of long-term Treasuries amid rising yields, with 30-year yields hitting levels not seen since before the global financial crisis.

Brent’s $92 Surge Makes Renewable Diesel a Real Contender
As crude climbs past $92 a barrel, XCF Global’s Reno plant begins shipping renewable diesel, forcing the diesel market to re‑price on a new competitive footing.

Euro zone bond yields hit multi-year highs as oil surge fuels inflation fears
German 10-year yield climbs to 3.255%, highest since 2011, as France’s 10-year rises to 4.118% amid oil price surge and global bond selloff.

US Sugar #11 futures hit 52-week high on India supply concerns
Futures surged 3.1% to 17.4 cents per pound as India’s domestic prices jumped 20% since August, while Brazil’s cane diversion to ethanol cut sugar output.

Kelt Exploration outlines growth, cash flow strategy at EnerCom Denver
Canadian oil producer details 26% production growth target for 2026, CAD 375 million capital budget and potential divestiture strategy as it targets 80,000-85,000 BOE/day by 2030.

Radiant World cuts jobs after bank account freezes amid fraud allegations
Singapore-based iron ore trader Radiant World has laid off staff and sold inventories after Deutsche Bank and KBC Group froze accounts, citing concerns over falsified documents.

Russian firms donate $3.9 bln to state budget to fund Ukraine war
Voluntary contributions to Russia's war chest surged to 383.69 billion rubles by mid-August, exceeding 2025's total and prompting speculation of a new excess profit tax.

APA posts $1.2 bln H1 cash flow, trims debt to $3 bln as cost cuts accelerate
Oil producer APA Corporation reported $1.2 billion in first-half free cash flow, reduced debt to $3 billion and brought forward $500 million in annualized cost savings. Permian output guidance was raised to 123,000 bpd for 2026.


Mexico challenges US ruling on strawberry dumping
Mexico disputes a recent US decision regarding alleged strawberry dumping practices.

U.S. Treasury to expand long-term bond buybacks, easing financial conditions
Federal Reserve policy signals ease further as Treasury boosts long-end bond purchases, while Strategic Petroleum Reserve hits 40-year low amid geopolitical supply risks.

BKV outlines $690-875m 2026 capex plan at EnerCom Denver
U.S. energy firm BKV targets 1.5 GW power capacity expansion and 1.5 million tons of CCUS output by 2028, while allocating $690-875 million in capital for 2026.

Gold rises on Hormuz blockade amid U.S.-Iran standoff
Geopolitical risks in the Persian Gulf and central bank buying support the yellow metal, while high U.S. yields cap gains. Analysts outline key support and resistance levels.

Gold, silver face short-term sell signals as support breaks
Precious metals slip within a tight range as technical levels shift; gold tests key support after breaking 4,355/4,345. Silver consolidates near 29.50/60 ahead of U.S. data.

U.S. and India fuel exporters profit amid wartime supply uncertainty
Fuel exporters in the U.S. and India have seen increased earnings as global supply disruptions persist.

Barclays flags elevated European diesel refining margins
Analysts at Barclays warn that European diesel refining margins remain significantly above historical norms.

Global bond yields hit multi-decade highs on debt, inflation pressures
Long-term government bond yields in the U.S., Germany, France, Canada and Japan have surged to levels not seen since the 2000s, driven by rising debt loads and competing corporate borrowing.

Kenmare posts H1 2026 free cash flow of $6.1m despite 26% price drop
Titanium miner Kenmare Resources generated positive free cash flow in the first half of 2026 as operational adjustments offset a sharp decline in average selling prices. Revenue fell 16% to $134.5 million.


Gold holds above key support as bulls retain technical edge
Precious metal rebounds from Tuesday’s pullback, with 23.6% Fibonacci level and moving averages signaling continued upside potential. Analysis outlines key resistance and downside risk levels.

Baltic Dry Index hits lowest since July 31 as rates slide 2.2%
The Baltic Dry Index fell to its weakest level in nearly a month as declines across capesize and panamax segments outweighed modest gains in smaller vessels.

Wheat futures dip on Black Sea disruptions, German harvest outlook weighs
Chicago Board of Trade wheat contracts eased on Tuesday as regional supply risks capped losses, while Germany's projected 7% drop in 2026 winter wheat output added pressure.

Corn futures rise as USDA lowers crop condition to 60% good-to-excellent
Chicago Board of Trade corn futures gained 2.75 cents to $4.9225 per bushel after USDA reported a 1-point drop in crop condition ratings amid dry conditions in top-producing states.

Monterey Car Week auctions hit $748m record on rare supercar sales
Five major auction houses sold collector cars worth $747.9m in Monterey, with top lots like a 1964 Shelby Cobra Daytona Coupé fetching $42.9m and a Ferrari Luce Tailor Made Sedan commanding $40m.

Ramaco Resources, Bedrock Semiconductor agree gallium supply MOU
Non-binding deal targets critical mineral supply from Wyoming mine to support domestic semiconductor production amid heavy Chinese reliance. Future offtake terms remain contingent on due diligence and project development.

Floating-rate bond ETFs outperform as yields rise in 2026
Top-performing bond ETFs in 2026 focus on floating-rate and ultra-short strategies, avoiding duration risk amid rising Treasury yields. Key picks include USFR, JAAA and JPST.

TSX futures slip as U.S. tariff deadline looms, Middle East risks weigh
Canadian index falls for third straight session as geopolitical tensions and impending U.S. tariffs on Canadian goods dampen sentiment. Brent crude holds above $90 per barrel.

Endeavour Mining slides on metal price retreat, broader risk aversion
Gold miner falls 1.5% as West African-focused producer tracks weaker precious and base metal prices amid global equity pullback.


XCF Global starts commercial renewable diesel shipments from Reno plant
First deliveries from the 38 million-gallon-per-year New Rise Renewables Reno facility total 55,000 gallons daily, marking the transition to full commercial operations.

Select Water Solutions secures 12-year water deal in Delaware Basin
Contract expansion adds 256,000 acres and $100-$120 million in infrastructure investment, with operations slated for late 2027. Total coverage now reaches 875,000 acres.

US rail traffic growth slows in latest week: Goldman Sachs
Total carload growth fell to 2.4% year-over-year from 5.7% the prior week, with intermodal volumes up 3.0% and non-intermodal up 1.7%.

Goldman Sachs upgrades protein market outlook ahead of Hormel Foods earnings
Pork and beef cutout prices fell in July while packer margins diverged. Analysts see improving conditions for Hormel Foods ahead of its August 27 earnings release.

Energy market 'crack' widens as Bitcoin faces pressure
A widening gap in energy markets is raising concerns about broader economic impacts, including potential pressure on Bitcoin.

Lonza completes decade-long mercury cleanup in Swiss Valais
Pharmaceutical group removes 3.5 tonnes of mercury from 170,000 sq m of contaminated soil in Upper Valais after 10-year remediation effort costing 51 million francs.

Gold price seen hitting $8,000 if bull flag pattern holds
Technical analysis points to a potential surge in gold to $8,000 as a long-term bull flag pattern suggests further upside. Silver and mining stocks also show strong technical signals.

Canada’s Pipeline Ambitions Depend on Uncertain Output Expansion
Projections for future Canadian energy infrastructure development rely heavily on whether domestic crude production can sustain long-term growth.

Gold Trades Within Narrow Five-Day Range Between $4,310 and $4,449
Gold prices remain confined to a sideways range, trading between $4,310 and $4,449 over a five-day period.


Iran States Strait of Hormuz to Remain Closed Until U.S. Meets Interim Deal Terms
Tehran has announced that the strategic Strait of Hormuz will stay shut until the United States fulfills conditions outlined in an interim agreement.

Wolfe Research Expects Stable Oil Prices Amid US-Iran Standoff
Analyst firm Wolfe Research projects that crude oil prices will remain steady despite ongoing geopolitical tensions between the United States and Iran.

Iran States Strait of Hormuz Will Stay Closed Until U.S. Meets MoU Conditions
Iranian Parliament Speaker Mohammad Bagher Ghalibaf stated that the Strait of Hormuz will remain closed until the United States fulfills conditions outlined in a memorandum of understanding.

Brent Crude Holds Above $90 Amid Geopolitical Risks
Brent oil prices remain elevated above $90 per barrel, with potential for triple-digit figures if geopolitical conflicts escalate further.

European Gas Extends Winning Streak on Strait of Hormuz Freeze
European natural gas prices climbed for a fifth consecutive session amid intensifying supply concerns stemming from the Strait of Hormuz.

German Farmers Report Poor Harvest Following Prolonged Drought
Weeks of intense heat and persistent dryness severely damaged agricultural yields across Germany this year, according to the German Farmers' Association.

Oil Prices Extend Gains Amid Growing Supply Concerns
Crude oil futures advanced further as market participants weighed ongoing supply apprehensions.

Gold Rebound Faces Headwinds From Rising Yields and Stalled Iran Talks
Spot gold prices encounter fresh resistance as climbing Treasury yields and stalled geopolitical negotiations create a challenging environment for the precious metal.

Mowi Reports Record Q2 2026 Revenue Amid Softening Salmon Prices
Seafood producer Mowi posted record revenue for the second quarter of 2026, driven by operational performance despite a softening market for salmon prices.


NexGen Energy Discusses Saskatchewan Uranium Project with BHP
NexGen Energy has entered into discussions with mining giant BHP regarding a potential development of its Saskatchewan uranium project.

Gold Rebounds From $4,365 Cycle Low as Weekly Target Eyes $4,581
Gold prices pivot from a cycle low of $4,365, triggering a technical rally aimed at the $4,581 weekly target.

US-Iran Tensions Lift Oil Prices as Diesel Margins Hit Records
Crude oil prices advanced amid escalating geopolitical tensions between the United States and Iran, while diesel profit margins climbed to record highs.

Silver Cycle Turns Bullish as VC PMI Eyes Targets Up to $68.88
Silver markets exhibit bullish momentum, with technical analysis pointing toward price targets between $67.77 and $68.88 above crucial support levels.

Oil Surges Above $90 as Middle East Ceasefire Ends, UK Wage Growth Softens
Brent crude climbed past $91 a barrel amid renewed supply concerns, while UK labor data showed easing private-sector wage growth and declining employment.

Glencore’s Planned Australian Listing Draws Investor Interest Despite Coal Exposure
Glencore's upcoming debut on the Australian market is attracting interest from investors looking past the company's coal assets.

BHP Reports $12.4 Billion in Government Payments for Fiscal 2026
Global mining corporation BHP has reported total payments of $12.4 billion made to various governments during the 2026 fiscal year.

BHP Reports Record Copper Earnings Driven by Strong Metal Demand
BHP posted record earnings from its copper operations, with the metal accounting for over half of the mining giant's total profit.

Gold Experiences Short-Term Pause While Maintaining Bullish Structure
Gold markets are experiencing a temporary consolidation phase, though the broader bullish technical structure remains intact.


Brent Crude Rises Past $91 Following Vessel Strike Near Strait of Hormuz
Oil prices advance past $91 a barrel after an unidentified projectile strikes a commercial vessel transiting the Strait of Hormuz.

Russia Faces Fresh Gasoline Supply Shortages Across Several Regions
Official reports and media coverage indicate that several Russian regions experienced renewed gasoline supply shortages in August.

Corn Futures Rise as Markets Await Pro Farmer Crop Tour Results
Corn futures advanced in early trading as market participants position themselves ahead of the upcoming Pro Farmer crop tour findings.

Soybean Futures Advance Amid Stronger Crush Pace and Higher Oil Prices
Soybean futures registered gains supported by an accelerated crushing pace and strength in broader oil markets.

US Proposes Seabed Mining Auction Off Northern Mariana Islands
The United States has proposed a seabed mining auction targeting mineral resources located off the coast of the Northern Mariana Islands.

ExxonMobil Awards $1.1 Billion in Contracts for Mozambique LNG Project
ExxonMobil has awarded $1.1 billion in contracts to advance its liquefied natural gas development in Mozambique.

Kuya Silver Misses Q2 2026 Estimates Amid Ramp-Up Phase
Kuya Silver reported a miss on second-quarter 2026 financial estimates as development and ramp-up activities advanced.

Germany Faces Winter Heating Season With Gas Reserves at Half Capacity
Germany enters the winter heating period with its natural gas storage facilities filled to roughly 50% capacity.

Gold Pulls Back Amid Middle East Tensions and Fed Rate Uncertainty
Spot gold pulled back as markets weighed ongoing Middle East geopolitical tensions alongside lingering uncertainty regarding Federal Reserve interest rate policy.


Brent Oil Futures Advance in Market Trading
Brent oil futures moved higher in recent market activity, drawing attention from commodities traders.

US Energy Secretary Wright to Meet Refiners on Increasing Fuel Output
Energy Secretary Wright is scheduled to hold discussions with domestic oil refiners aimed at exploring ways to boost fuel production.

Northwest Europe Gasoline Margins Ease While Remaining Firm on Supply
Gasoline refining margins in Northwest Europe declined during the session but held firm amid balanced regional supply conditions.

Russia Faces Fresh Gasoline Shortages and Fuel Limits in August
Russian regions experience renewed fuel supply shortages and rationing at service stations, according to official reports and media accounts.

Iran Warns of Escalation in Strait of Hormuz Over Peace Deal
Iran has threatened to escalate tensions in the Strait of Hormuz and the wider region if the United States fails to fully implement a preliminary peace agreement.

US Beef Inflation Stalls Consumer Demand, Posing Political Risk for Trump
Steep price increases for beef across the United States are reducing consumer willingness to pay, presenting a timely challenge for the Trump administration.

BHP Shares See Upward Movement Amid Market Activity
Mining major BHP saw its stock rise during trading sessions, drawing market attention despite limited fundamental catalysts.

BHP Reports Copper Has Overtaken Iron Ore as Its Primary Profit Driver
Mining giant BHP has seen copper surpass iron ore to become its main profit driver, according to company reporting details.

BHP FY26 Slides Highlight Copper Dominance and 27% EBITDA Surge
BHP reported a 27% increase in EBITDA driven by operational excellence, with copper taking a dominant role in its FY26 presentation slides.


BHP Targets 50% Growth as Copper Drives Record Margins in FY26 Outlook
BHP outlined its FY26 strategic presentation slides, highlighting copper as the primary driver of record margins and a targeted 50% expansion.

Pan American Silver Q2 2026 cost gains tied to ramp-up
Pan American Silver's Q2 2026 cost increases linked to ramp-up at its Pan mine, according to company slides. Investors weigh operational efficiency amid rising expenses.

Danaos shares hit 52-week high of $145.75
Dry bulk shipping firm Danaos Corp’s stock reached its highest level since mid-2023, driven by strong freight rates amid tight vessel supply.

BHP flags record margins, self-funded growth on copper boom
Mining giant BHP reports FY2026 outlook driven by copper prices, with margins at historic highs and expansion plans financed internally.

NexGen Energy in talks with BHP for $1 billion uranium financing
Canadian uranium miner NexGen Energy is in early-stage discussions with BHP to secure funding for its flagship Rook I project, sources say.

Edison faces copper supply risk after mine halt
Copper supply disruption at Edison Mine highlights broader market tightness as global demand outpaces production.

BHP annual profit surges 30% on copper rally, shares advance
Mining giant BHP posts record full-year earnings as copper prices hit decade highs, lifting shares despite softer iron ore performance.

Rio2 reports Q2 2024 ramp-up progress in earnings call
Miner outlines operational milestones and production targets for its Fenix Gold project in Chile as ramp-up phase advances.

Almonty Industries shares surge on tungsten market gains
Stock jumps as tungsten prices rise on supply concerns and industrial demand from China and Europe.


Ausgold shares surge on gold price rally, drill results
Australian gold explorer's stock jumps as spot gold prices hit multi-month highs and drill results confirm high-grade mineralization.

Sims Limited shares drop 12.8% on weak H2 2026 outlook
Mixed second-half 2026 guidance prompts sharp selloff in Australia-based metals recycler.

Macmahon posts record FY2026 profit, shares fall 9.3%
Mining contractor Macmahon reported its highest annual profit on record for FY2026 but saw shares drop after the announcement. Revenue and profit figures were disclosed alongside the earnings call transcript.

Wheat futures retreat on profit-taking amid Black Sea tensions
Benchmark Chicago Board of Trade wheat prices slipped as investors locked in gains, though geopolitical risks in the Black Sea region capped declines.

Corn futures rise ahead of Pro Farmer crop tour estimates
Traders position ahead of key U.S. corn yield data from the Pro Farmer tour, lifting futures modestly in thin summer trade.

Deterra Royalties posts strong H2 2026 profit, shares little changed
Revenue and profit beat expectations for the royalty firm, but shares remained flat as investors focused on broader market conditions.

Skyline Builders acquires two Nevada gold and silver properties
Transaction expands Skyline Builders' portfolio in Nevada’s mining sector. Terms of the deal were not disclosed.

Greenland Mines finishes Skaergaard bathymetric survey
Survey completes key phase at iron-titanium project in Greenland, supporting resource estimates and mine planning.

Vector forecasts 55% FY2026 profit growth as shares rise
New Zealand energy firm Vector expects net profit to surge 55% in the year ending June 2026, lifting shares on the ASX. Full-year dividend guidance maintained.


BASF warns of supply constraints due to low Rhine water levels
German chemicals giant cites reduced cargo capacity on Europe's key waterway as output impacted.

Wheat futures slip as profit-taking follows recent rally
Chicago Board of Trade wheat contracts retreat after three consecutive sessions of gains, with traders locking in gains amid technical resistance.

Devon Energy approves 2.25 bcf/day Permian gas pipeline
Permian Basin expansion continues as Devon Energy greenlights new infrastructure to transport up to 2.25 billion cubic feet of natural gas daily.

Thungela’s H1 2026 profit jumps on coal price rebound, rail efficiency
South African coal producer reports higher earnings for the first half of 2026 as coal prices recover and rail logistics improve. Shares rise on outlook.

Thungela Q1 2026 profit soars 467% as coal prices rebound
South African coal producer posts record quarterly earnings, citing a sharp recovery in thermal coal prices and improved operational efficiency.

Wall Street strategist bullish on gold amid market uncertainty
Gold gains favor as hedge against volatility, with one strategist recommending a long position amid shifting macro conditions.

Thungela Resources shares surge on strong coal price rally
South Africa-focused coal producer Thungela Resources gains as benchmark Newcastle coal prices jump 15% in a single session amid tight supply and robust Asian demand.

Canadian farmers brace for disease threat ahead of harvest
Potato blight and other crop diseases risk reducing yields as growers prepare for the autumn harvest season.

Gold retreats as yields rise and oil prices climb
Bullion faces pressure from higher Treasury yields and rising crude costs, weighing on safe-haven demand.


Mila Resources restarts drilling at Queensland gold project
Junior miner resumes exploration activities at its flagship gold project in Australia’s Queensland state, targeting resource expansion.

Gold faces risk of deeper pullback despite bullish trend
Technical analysis suggests gold's recent gains may be vulnerable to a sharper correction, even as the broader uptrend remains intact.

Largo Resources posts 68% revenue surge on vanadium demand
Miner reports sharp increase in revenue driven by higher vanadium prices and increased sales volumes. Vanadium prices remain elevated amid steel sector demand.

Gold Tests Key Resistance Amid Geopolitical and Energy Risks
Gold prices tested key technical resistance levels as ongoing conflict involving Iran sustained elevated risks across global energy markets.

Gold Consolidates Near $4,456 as Technical Indicators Show MACD Divergence
Gold prices are consolidating around $4,456 per ounce, accompanied by a divergence in the Moving Average Convergence Divergence indicator.

Trump Urges Acceptance of Higher Gas Prices Amid Iran Rhetoric
Donald Trump has called on Americans to accept potential increases in gasoline prices as tensions with Iran escalate.

Gold Faces Resistance Near $4,500 Amid Persistent Structural Bull Case
Gold prices continue to encounter resistance near the $4,500 threshold, even as underlying structural factors supporting the bull market strengthen.

US Oil Rigs Rise to 455 Amid Strait of Hormuz Disruptions
Active US oil rigs increased to 455 following attacks in the Strait of Hormuz that brought maritime traffic to a halt.

Copper Stalls Near $6.86 Resistance Amid Double-Top Risks
Copper prices face potential downward pressure as technical resistance holds firm near $6.86, raising concerns of a double-top formation.


Brent Oil Trades Near $88.42 Amid Choppy Market Conditions
Brent crude futures hovered around $88.42 per barrel on Tuesday as prices remained contained within a narrow, choppy trading range.

Natural Gas Bear Flag Breaks Below $2.645 Support
Natural gas prices broke below the $2.645 bear flag level, signaling potential further downside movement.

Silver Stalls Below $67 Resistance Amid Fading Momentum
Silver prices encounter technical resistance near the $67 threshold as upward market momentum begins to wane.

London Gas Oil Trades Near $1,241 Ahead of Potential Breakout
London gas oil prices are consolidating near the $1,241 level as traders watch for technical breakout signals.

Gold Tests Major Resistance Level as Sell-Off Risks Build
Gold prices are testing a significant technical resistance level, prompting market focus on the weekly close amid rising sell-off risks.

Energy Markets Monitor Geopolitical Developments Amid Ceasefire Uncertainty
Crude oil and energy markets evaluate shifting geopolitical conditions following reports surrounding a prospective ceasefire.

Gold Breaks Key Support Level as Selling Pressure Accelerates Below $4,444
Gold prices moved lower after breaching a key support level, with selling pressure mounting below the $4,444 mark.

India Reduces Windfall Taxes on Fuel Exports
New tax rates on fuel exports take effect Saturday following an official adjustment by the Indian government.

New Mexico Gas Pipeline Project for Oracle Data Center Pushed to 2027
A planned natural gas pipeline in New Mexico intended to supply an Oracle data center has been delayed until 2027.


Precious Metals Rally Extends Gains as Markets Weigh Further Upside
Precious metals are climbing once again, with market analysts pointing to potential for larger moves ahead.

WarrenAI Highlights Market Value Opportunities Across Asset Classes
An analysis of WarrenAI metrics points to potential value trades spanning equities, foreign exchange, commodities, and digital assets.

Sinda Q2 2026 Stock Falls 4% Despite High-Grade Silver Results
Sinda shares dropped 4 percent following the release of its Q2 2026 presentation slides highlighting high-grade silver results.

Sinda Shares Drop 2.4% Following Q2 2026 High-Grade Silver Slide Release
Sinda shares declined 2.4% as the company released its Q2 2026 presentation slides detailing high-grade silver results.

West African Crude Differentials Hold Steady Amid Quiet Trading
West African crude oil differentials remained largely unchanged during a period of subdued market activity.

Northwest European Gasoline Margins Climb for Second Consecutive Session
Refining margins for gasoline in Northwest Europe advanced for the second straight day amid regional trading activity.

Euronext Wheat Rises Amid Black Sea Export Disruptions
European wheat futures climbed following reports of rising geopolitical tensions in the Black Sea region affecting agricultural shipments.

Shipping Volumes Decline Through Strait of Hormuz Following Tanker Attacks
Vessel traffic through the critical trade chokepoint slows down in the wake of recent attacks on oil tankers.

Gold Prices Maintain Upward Trajectory Amid Market Focus
Gold markets continue to eye higher levels as recent technical and fundamental trends support ongoing upside momentum.


Aya Gold Q2 2026 Production Soars Despite Sales Timing Pressures
Aya Gold & Silver reported a surge in production for the second quarter of 2026, though delayed sales timing impacted overall financial results.

Chicago Wheat Futures Rise Amid Escalating Ukraine-Russia Tensions
Wheat futures on the Chicago Board of Trade advanced as renewed geopolitical risks surrounding Ukraine and Russia heightened supply concerns.

Gray Zone Conflicts and Long War Preparation Pose Sustained Oil Price Risks
Analysts warn that ongoing gray zone tactics and preparations for protracted conflicts could keep crude oil prices elevated.

New Syria-Iraq Crude Pipeline Remains Years Away, Sources Say
Plans for a new crude oil pipeline connecting Iraq and Syria are facing prolonged delays, with industry sources indicating the project is still years from completion.

Gold and Bitcoin Confronted in Safe-Haven Debate
Market analysts continue to evaluate the respective merits of gold and bitcoin as traditional and digital safe-haven assets.

Radiant World Sells Aluminum to STG Group in Liquidity Push
Radiant World has agreed to sell aluminum to STG Group as part of an ongoing effort to raise liquidity.

Sigma Lithium Reports Record Q2 2026 Revenue as Shares Decline
Sigma Lithium posted record revenue for the second quarter of 2026, though company shares moved lower following the earnings announcement.

European Gas Rises for Fourth Session on Hormuz Blockade Risks
European natural gas prices extended gains for a fourth consecutive session amid escalating market concerns over potential supply disruptions in the Strait of Hormuz.

Two Oil Slicks Appear in Gulf Amid Threat off Oman Coast
Two oil slicks have been detected in the Gulf as a massive potential oil spill off the coast of Oman threatens an environmental disaster.


Raízen Q1 Results Show Fuel Unit Growth Offset by Sugar Slump
Raízen reported its fiscal first-quarter results for 2026-2027, highlighting strong performance in its fuel division alongside a downturn in the sugar business.

Baltic Dry Bulk Freight Index Rises on Session but Posts Weekly Loss
The benchmark dry bulk shipping index advanced in its latest daily session, though it closed the week with an overall decline.

Gold's Sovereign Put and Structural Bid Shift Higher
Analysts note a strengthening structural bid for gold, driven by increasing sovereign demand and changing market dynamics.

Silver prices eye breakout as PMI signals cycle shift
Technical momentum suggests silver could breach $66.99, potentially confirming a bullish cycle shift according to volume-price momentum indicators.

Thungela declares 550-cent interim dividend
South African coal producer Thungela Resources raises shareholder returns with a 550-cent interim dividend, aligning with strong coal pricing trends.

Deep-sea mining emerges as key source for critical minerals
Industry and policymakers eye underwater reserves to meet surging demand for rare earths and battery metals amid supply chain constraints.

Wildfires force evacuations at Croatian, Greek resorts
Hundreds displaced as blazes spread across southern Europe amid prolonged heatwave and drought conditions.

Citi flags risks in gold’s recent rally
Analysts warn the precious metal’s upward momentum may not be sustainable amid shifting macro conditions.

Wells Fargo: CTAs added US equities, gold and Treasuries
Commodity trading advisors increased allocations to U.S. stocks, gold and government bonds in recent trading sessions, according to Wells Fargo.


Gold retains value as global markets transform
Centuries-old asset adapts to modern financial systems while maintaining its core role as a store of value.

Braskem reports Q2 earnings miss, revenue below estimates
Brazilian petrochemical firm Braskem posted adjusted earnings per share below forecasts, as revenue declined amid weaker market conditions.

Aurizon posts 24% FY2026 profit rise despite coal headwinds
Australia’s largest rail freight operator reports strong earnings growth as coal volumes decline, driven by diversified revenue streams.

Copper 'Death Cross' Signal Found to Be Statistically Insignificant
Analysis of 21 instances since 2001 shows the bearish crossover pattern offers no reliable trading signal for copper prices.

New Hope Group posts strong FY 2026 cash flow in earnings call
Australian agribusiness reports robust free cash flow growth for fiscal 2026, beating analyst expectations. Management cites operational efficiency gains and commodity price strength.

BlueScope profit more than doubles on U.S., Asia demand
Fiscal year earnings surge driven by strong steel demand in key export markets, lifting margins despite global headwinds.

China Gold International Resources shares rise on gold price gains
Stock surges as spot gold prices climb to near-record highs, lifting miner valuations amid broader market strength.

Olam Group’s H1 2026 profit declines, cash flow strengthens
Half-year results show net profit down 12% year-on-year as commodity headwinds persist, though operating cash flow rises 18% on working-capital discipline.

China's electric truck exports surge amid Middle East tensions
Conflict in Iran drives demand for Chinese e-trucks as buyers seek alternatives to volatile fuel markets and disruptions in traditional supply chains.


TMC The Metals Company shares fall on market jitters
Shares of TMC The Metals Company decline alongside broader market weakness and commodity sector volatility. No company-specific news cited.

Canada stocks rise 0.26% as S&P/TSX Composite closes higher
The S&P/TSX Composite Index advanced 0.26% on Tuesday, reflecting modest gains across key sectors. Energy and financials led advancers.

TMC The Metals Company misses Q2 EPS estimates
Losses widen as revenue falls short of projections; shares slip in after-hours trading.

Tyson Foods to close two U.S. beef plants amid cattle shortage
Closures at Holcomb, Kansas, and Dakota City, Nebraska, facilities follow reduced cattle supply and rising costs. Operations to wind down by mid-2025.

Corn futures slip after prior-day rally amid profit-taking
Profit-taking weighed on U.S. corn futures on Tuesday after the market surged the previous session. Traders cite technical resistance levels as a key factor.

Alaska LNG pipeline bill stalls, governor warns of negative signal
Governor Dunleavy says failure to advance the project risks undermining investor confidence in Alaska’s energy sector.

Corn and soybeans trade diverges as prices hit key inflection
A widening spread between corn and soybeans signals a potential shift in agricultural commodity markets, with both crops facing distinct supply and demand pressures.

The Supertanker’s Return: What Saudi’s Shipping Revival Means for Oil‑Linked Currencies
A supertanker docking at Ras Tanura after weeks of absence signals easing of Red Sea bottlenecks. I argue that the move will temper the recent rally in oil‑linked currencies and re‑anchor risk sentiment.

Wood Mackenzie sees trio of economic forces boosting EV sales
Electric vehicle uptake could accelerate due to falling battery costs, rising fuel prices and tightening emissions rules, according to the energy consultancy.





















