Commodities 26 March 2026

BHP Shares Under Pressure from Escondida Copper Challenges Amid Record Iron Ore Production

BHP Group Ltd faces a more acute copper challenge heading into Friday. The company's midpoint guidance for FY27 signals an 11.7% drop in production from FY26 levels. Nearly 93% of that estimated deficit is attributed solely to Escondida.

17 July 2026

ASX:BHP·Commodities·Stock Market

BHP Group (ASX:BHP) says copper must stay near $6.50 to balance 2027 volume loss

BHP will rely on copper sticking near June quarter prices as it faces a 12% drop in output for fiscal 2027. Using Thursday’s production forecast, BHP needs an average copper price near US$6.50 a pound, a touch below the US$6.53 a pound it said it got in the fourth quarter.

16 July 2026

ASX:BHP·Commodities·Stock Market

Glencore Stock’s Six-Day Whipsaw Adds Up to 10.35 Percentage Points — Yet Shares Are Flat

Glencore plc rose 0.5% to 513.1 pence around midday on Monday, against a roughly 0.2% fall in the FTSE 100, as Brent crude gained more than 3% after renewed U.S.-Iran attacks. Yet the shares remained 0.1% below their July 3 close — almost no net move after six sessions of abrupt reversals.

13 July 2026

Commodities·LON:GLEN·Stock Market

Rio Tinto Stock Faces an 84 Million-Tonne Test as Cyclone Catch-Up Comes Due

Rio Tinto plc shares rose 0.5% in open London trading on Monday, but the harder test comes in its next operations update. Rio’s May 18 half-year consensus implies second-quarter Pilbara iron ore sales of about 84.1 million tonnes, 16.2% above the cyclone-hit first quarter. The stock was at 6,784 pence at 12:01 BST.

13 July 2026

Commodities·LON:RIO·Stock Market

Brent under $78 after Iran waiver; traders weigh supply risk

Oil slid for a second day on Tuesday. Traders pointed to a short-term U.S. waiver on Iranian oil and resumed tanker traffic through the Strait of Hormuz as cooling supply concerns.

23 June 2026

Commodities·Energy Markets·Oil Prices

Gold, silver up after Strait of Hormuz deal puts oil under pressure

Gold and silver gained Monday, but oil prices slid after the U.S. and Iran agreed to halt fighting and reopen the Strait of Hormuz. The energy market has tracked the strait for months. Both sides plan to sign an MOU in Switzerland on Friday, though details are still missing. Their nuclear talks have been delayed for another 60 days.

15 June 2026

Commodities·Precious Metals

Silver Price Forecast: Why Silver Just Fell Below $80 — and What Happens Next

Silver’s $76 signal points to India, Fed impact

Silver moved lower toward $76 an ounce on Tuesday, losing some ground after Monday’s late rally. Traders looked at U.S.-Iran tensions, rising oil prices, inflation worries, and chances of tighter Fed policy. Spot silver dropped 2.3% to $76.27 an ounce by 11:05 a.m. EDT, according to Reuters. Fortune’s morning tracker had silver at $76.30 at 9:10 a.m. ET, down $1.15 from a day ago.

26 May 2026

Commodities·Federal Reserve·Silver Price

Copper Price Nears Record High As Supply Crunch And AI Demand Drive $14,000 Rally

Copper moved closer to its all-time high on Wednesday, marking an eighth straight day of gains as traders reacted to tightening global supply and ongoing Chinese demand. Prices on the London Metal Exchange hit $14,196.50 per ton, just shy of the record $14,527.50, according to Bloomberg.

13 May 2026

Commodities·NYSE:FCX

Oil Price Forecast This Week: Brent’s 6% Slide Leaves Traders Staring at $120 Risk

Oil prices managed a bounce on Friday but still wrapped up the week in the red, with traders eyeing U.S.-Iran diplomacy more than the usual supply reports as violence flares near the Strait of Hormuz. Brent crude, the international standard, settled at $101.29 a barrel, while U.S. West Texas Intermediate closed at $95.42. Both benchmarks slid over 6% for the week. “The market is hung between a breakthrough in negotiations and a renewal of the fighting,” said John Kilduff, partner at Again Capital.

9 May 2026

Commodities·NYSE:C

Oil Price Below $100 Again: Iran Deal Hopes Run Into a Fuel-Market Squeeze

Oil extended its slide Thursday, Brent crude settling near $99.5 a barrel as the market dialed back war risk premiums amid renewed optimism for a possible U.S.-Iran agreement. West Texas Intermediate hovered around $93.6 a barrel. Brent remains the global benchmark, while WTI serves as the U.S. reference.

7 May 2026

Commodities·Energy Markets·Oil Prices

Gold or Oil? History Shows Which Hedge Protects Capital When Inflation Fear Returns

Gold jumped over 2% on Thursday, with oil jolting wildly off a four-year high—once again, investors are left wondering where to park their money when inflation heats up: bullion’s safety or crude’s surge? History doesn’t offer a tidy answer, though gold typically serves as a shield and oil as a quicker play.

30 April 2026

Commodities·Inflation

Natural Gas Price Today Slips Near $2.67 as Storage Cushion Blunts LNG Demand Boost

U.S. natural gas slipped in early trading Tuesday, trimming a portion of its gains from the past four sessions. Traders digested cooler weather projections but kept an eye on robust storage levels. Front-month futures hovered near $2.67 per million British thermal units—down from $2.689 at the last close. The price, measured in mmBtu, reflects a standard heat content in the gas market.

21 April 2026

Commodities·Energy Markets·Natural Gas

Oil Price Week Ahead: Why Brent and WTI Face a Fresh Hormuz Shock

Oil’s Friday bounce didn’t last long. By Monday, fresh pressure crept in after U.S. President Donald Trump leveled accusations that Iran broke a ceasefire, while Reuters flagged renewed delays for tankers in the Strait of Hormuz. So, crude’s direction at the open rests with Gulf news flow, not supply numbers.

19 April 2026

Commodities·NYSE:CVX·NYSE:GS·NYSE:XOM

Oil Prices Today: WTI Settles Above $112 as Hormuz Risk Keeps Brent Near $110

Oil finished higher Monday, after a back-and-forth session that saw U.S. West Texas Intermediate close at $112.41 a barrel and Brent at $109.77. Traders juggled signs of a possible ceasefire with the looming threat of new U.S. measures if Iran fails to reach a deal by Tuesday night.

6 April 2026

Commodities·Energy Markets·Oil Prices

Silver Price Today: Why Silver Slid Nearly 4% as Dollar and Oil Jumped

Silver slid almost 4% Thursday, pressured by a firmer dollar and surging oil after President Donald Trump announced continued U.S. strikes on Iran, prompting traders to pull back from the metal. Spot silver was off 3.9% at $72.19 an ounce as of 11:22 a.m. EDT.

2 April 2026

Commodities·Silver Price

Oil Prices Jump Again: Brent Briefly Tops $116 as G7 Moves to Steady Markets

Oil whipped around on Monday. Brent crude popped above $116 a barrel before slipping back, while U.S. crude hovered over $103 as traders tried to gauge the risk from escalating tensions in the Middle East and a new G7 push to stabilize the market. As of 12:36 p.m. ET, Brent was down 0.5% at $112.05, after hitting $116.89 earlier. West Texas Intermediate, the U.S. benchmark, moved up 3.5% to $103.09. Robert Yawger, Mizuho’s director of energy futures, pointed out that any Houthi strike on shipping near the southern Red Sea might tack on another $5 to $10 per barrel.

30 March 2026

Commodities·NYSE:MS·TSX:8411

Oil Prices This Week: Why Brent Closed Above $112 and WTI Near $100 as Hormuz Risk Deepens

Oil ended the week on a stronger note Friday. Brent crude, serving as the international benchmark, wrapped up at $112.57 a barrel, while U.S. West Texas Intermediate closed at $99.64. Ongoing skepticism about any ceasefire in the month-old Iran war kept traders on edge. Over the week, Brent edged up roughly 0.3%; WTI advanced more than 1%. Price action stayed choppy throughout.

28 March 2026

Commodities

VIX Surges Toward 30, CRB Rises as Iran Oil Shock Rattles Wall Street

The VIX, Wall Street’s so-called fear gauge, jumped 8.1% to 29.65 on Friday, following an 8.3% surge the previous day. Meanwhile, the CRB commodity index was up 1.5% on Thursday, according to three related AASTOCKS reports. The VIX tracks expected 30-day volatility for the S&P 500 via options pricing, and the CRB covers a set of 19 commodity futures.

27 March 2026

Commodities·NASDAQ:AAL·NASDAQ:UAL·NYSE:CCL·Oil Prices·Stock Market

Natural Gas Prices Surge as Europe Rushes to Refill Storage, LNG Stocks Rally

On Thursday, the European Commission called on EU countries to get an early jump on refilling gas storage, ideally starting in April. Officials said supplies aren’t at risk right now, but cautioned that waiting too long could trigger a rush for fuel—especially after European gas prices have surged over 70% since Feb. 28.

26 March 2026

ASX:WDS·Commodities·Energy Markets·Natural Gas·NYSE:LNG

Silver Price Today Falls More Than 3% as Oil Surge and Stronger Dollar Hit Bullion (Reuters)

Silver sank more than 3% Thursday, giving back a chunk of the previous day’s surge. A stronger dollar, plus another lift in oil, stoked fresh inflation fears and sent traders heading for the exits on bullion. By 11:15 a.m. ET, spot silver had dropped 3.2% to $68.97 an ounce.

26 March 2026

Commodities·Silver Price

Commodities 26 March 2026 - 17 July 2026