Commodities
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.
European gas prices hit highest since March as geopolitical risks rise
TTF front-month contract surges to €64.60/MWh amid escalating tensions in the Persian Gulf and declining European storage levels. Storage fills lag 12.63 percentage points below last year's levels.
Diesel crack hits record $102.49 as refining disruptions tighten supply
September diesel crack spread surges to an unprecedented level amid refinery closures, geopolitical attacks, and rising U.S. natural gas output. Hurricane Lala disrupts Hawaiian operations as global refining capacity declines.
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.
Riley Permian forecasts 30% output jump in 2026 amid pipeline relief
Permian-focused producer expects production to rise to 25,000 barrels per day by Q3 2025, with growth hinging on a Targa Resources pipeline due online in Q4. Enterprise value stands near $1.1 billion.
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.
TCOMAS to unveil gold limited-edition AIO cooler at Gamescom 2026
PC hardware brand TCOMAS will debut a gold-themed liquid cooler at Gamescom 2026, alongside a new AI PC configurator and a custom build by MudzieModz. The event runs Aug. 26–30 in Cologne.
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.
Brent crude rises above $91 as Middle East tensions curb Gulf shipments
Oil futures extend gains as Strait of Hormuz closure fears persist; analysts cite Trump’s rhetoric and Iran’s demands for a framework deal. Brent at $91.23 per barrel.
Analysis: Diesel prices seen nearing record highs amid refining constraints
Diesel crack spreads surge to historic levels as refining deficits tighten global supplies, with prices just 6.4% below all-time peaks. Analysts warn of further upside risk amid constrained distillate capacity and rising export flows.
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 rallies as Treasury yields rise and dollar weakens
Precious metal climbs to 2007 highs as U.S. debt concerns, Middle East tensions and AI-related capital outflows lift prices. Dollar retreats amid shifting Fed expectations.
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.
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.
European gas prices retreat from five-month highs as geopolitical risks ease
Wholesale European gas contracts slipped on Wednesday after a five-day rally paused, with Dutch TTF futures down 0.45% from intraday peaks tied to Middle East tensions. Storage levels remain below 63% ahead of winter.
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.