Commodities
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.
Golden Arrow sells San Pietro copper assets to Capstone for $25 mln
The Canadian miner completed the sale of its San Pietro copper project in Chile to Capstone Copper for $25 million in shares, after receiving shareholder approval in August.
Golden Arrow completes sale of San Pietro copper assets to Capstone for $25 mln
Transaction includes 2.2 million Capstone shares issued to joint venture partners, with $6.55 mln in costs deducted. CEO cites value unlocking for San Pietro project.
Trump to meet U.S. refiners as gasoline prices exceed $4 a gallon
White House calls gathering to discuss refining capacity and Venezuelan crude imports after president accused refiners of profiteering. Exxon excluded following January clash.
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.
European gas surges to five-month high after US-Iran strikes
Dutch front-month natural gas contract jumps 4.7% to €70.10/MWh after U.S. strikes on Iranian missile sites in the Strait of Hormuz. Brent crude tops $90 as supply risks mount ahead of winter.
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.
German 10-year Bund yield hits 15-year high as oil, rates rise
Ten-year German government bond yield climbs to 3.29%, highest since 2011, as U.S. rate hawkishness and Brent crude at $89.80 per barrel fuel bond selloff. Two-year Bund yield also hits multi-year peak.
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.
Energy stocks rise as oil jumps on U.S.-Iran tensions
U.S. oil benchmark WTI and Brent crude both climbed more than 3% after overnight strikes in the Gulf. Major energy names including Chevron and Exxon gained in premarket trading.
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.
Asian energy stocks fall as oil drops on Iran-Oman Strait of Hormuz talks
Brent and WTI crude futures declined over 2% as discussions between Iran and Oman over the Strait of Hormuz eased supply concerns. Regional energy equities followed suit, with Woodside Energy and SK Innovation among the hardest hit.
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.
Oil gains after U.S.-Iran strikes heighten Persian Gulf risks
ICE Brent briefly tops $90/bbl as weekend strikes raise concerns over Strait of Hormuz disruptions. Russia extends diesel export ban through September.