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Commodities News 24 September 2025 - 15 October 2025

Oil Prices Rollercoaster: Trade War Fears & OPEC Moves Spark 5-Month Lows

Oil Tanks to ~$59 as Glut Fears Mount – Experts Warn “Super Glut” Looming

Key facts: Oil prices have plunged to five-month lows amid a supply glut and demand worries. U.S. WTI crude recently hit about $58.7/barrel (Nov futures) and Brent ~$62.7tradingnews.comrigzone.com – the weakest levels since May. Traders say the slide was triggered by rising OPEC+ output and a U.S.–China trade war scare (Trump’s 100% tariffs triggered a rapid selloff)tradingnews.comrigzone.com. The IEA now forecasts an unprecedented ~4 million barrels/day supply surplus in 2026rigzone.com. OPEC’s Secretary-General Haitham al Ghais warns $18.2 trillion of new oil investment is needed through 2050 to avoid future shortagestradingnews.com. Banks and analysts are growing bearish: Bank of America predicts Brent
15 October 2025
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Brazil’s Soybean Bonanza: Record 178M Ton Crop Sparks Global Market Frenzy

Brazil’s Soybean Bonanza: Record 178M Ton Crop Sparks Global Market Frenzy

Record Harvest and Acreage Surge Brazil is poised for a soybean supercrop. Conab’s October report forecasts roughly 177.64 million tons in 2025/26, about 6 Mt above last year’s output tradingview.com. This would shatter previous records. Conab notes the extra supply comes from a slight bump in area – about 49.0 M hectares (121.1 M acres) of soybeans, ~3.6% more than last year tradingview.com. (FarmProgress confirms 121.2 M acres, +3.7% farmprogress.com.) In the field, planting is already far advanced: Paraná state has seeded ~31% of its soy area, and even Mato Grosso ~19% tradingview.com. In practice, this means Brazilian farmers have committed far more land
14 October 2025
Mega Metal Rally! Gold Rockets Past $4,000 as Silver Nears $52 on Debasement Fears

Silver Rockets to Record Highs Above $52/Oz Amid Global Shortage and Safe-Haven Rally

Key Facts: – Price (Oct 14, 2025): Silver was trading near $52.6 per ounce, an all-time high, breaking January 1980 recordsscmp.com. – Year-to-Date Gain: Silver has surged roughly 70% in 2025, far outpacing goldreuters.commining.com. – Recent Breakouts: The metal set successive records in early October: ~$49.57 (Oct 8)reuters.com, ~$51.22 (Oct 9)reuters.com, and ~$51.70 (Oct 13)reuters.com, culminating around $52.59 by Oct 14scmp.com. – Supply Crunch: A historic shortage of physical silver in London is driving the rally. Traders report COMEX longs are out by 220 million ounces, and London lease rates spiked (~30–39%) as inventory tightenseconomictimes.indiatimes.commoneycontrol.com. – Market Drivers: A “perfect
14 October 2025
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Gold Soars Past $4,000 for the First Time – Inside the Historic Rally and What’s Next

Gold Soars Past $4,000 for the First Time – Inside the Historic Rally and What’s Next

Gold Blasts Past $4,000 in an Unprecedented Surge Gold’s climb has been nothing short of spectacular – shattering its all-time high and crossing the psychologically important $4,000 threshold for the first time. On October 7, prices breached $4k/oz and kept rising into October 8, when gold peaked near $4,078 cbsnews.com. This milestone comes after numerous records were broken in recent months; gold was only around $2,800 at the start of 2025, making the current price nearly 50% higher in under a year cbsnews.com. “$4,000 an ounce seemed far-fetched at the start of the year… but after a ~50% rally, here
9 October 2025
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Gold Prices Smash All-Time Highs – Is Now the Moment to Buy or Bail?

Gold Prices Smash All-Time Highs – Is Now the Moment to Buy or Bail?

Global Gold Prices Break All Records Gold’s latest surge is truly global in scale. In early Asian trading on October 6, the precious metal breached the $3,900 per ounce barrier for the first time in historyreuters.com. It even spiked to intraday highs around $3,920–$3,924 before steadying just below $3,920newindianexpress.comnewindianexpress.com. This marks a new all-time record for gold internationally, eclipsing the previous highs set during recent economic turbulence. By afternoon, U.S. gold futures were trading robustly around $3,935/ozreuters.com, reflecting strong sentiment. The global rally is being driven by intense safe-haven demand. Investors worldwide have poured into gold as a shelter from
6 October 2025
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Gold’s Record-Smashing Surge: Why Wall Street Thinks the Rally Isn’t Over

Gold Soars to Record Highs in 2025 – Is the $4,000 Milestone Just the Beginning?

Recent Record Run: Gold Nears $4,000 Gold’s bull run has accelerated dramatically in late 2025. This past week, the metal notched its seventh consecutive weekly gain, briefly touching a record $3,896.49/oz on Thursdayeconomictimes.indiatimes.com. As of October 5, spot gold hovers around $3,860–$3,880, just shy of the once-unthinkable $4k leveleconomictimes.indiatimes.com. U.S. gold futures have followed suit, trading near $3,884 for December deliveryeconomictimes.indiatimes.com. In just the first week of October, prices climbed over 3%, capping an explosive multi-month rally. Gold has now surged roughly 47–48% since Januarydailysabah.com, vastly outperforming stocks and other commodities and marking the best year for gold since 1979theguardian.com.
5 October 2025
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Lithium Americas (LAC) Soars as US Govt Takes 5% Stake – Analysts Weigh In on EV Lithium Boom

U.S. Govt Bets on “White Gold”: Lithium Americas Stock Explodes as DOE Takes Stake

Stock Performance & Market Data Lithium Americas (NYSE: LAC) has been extremely volatile. In early October 2025 the stock ran to all-time highs, trading around $7.59 on Oct 3 ca.investing.com (and ~$8.8–9.0 by market close, per consensus data marketbeat.com). On Sept 30 news broke that the DOE/GM deal was imminent; shares jumped ~23% to ~$7.03 that day reuters.com. By Oct 3 trading volume was roughly 4.8 million shares, about 462% above its normal daily volume marketbeat.com. Year-to-date (Sept 2024–Sept 2025), LAC is up ~154% ca.investing.com – making it one of the S&P/TSX and NYSE’s top performers in mining. This run far outpaced peers, driven by policy news. However, technical observers warn of overbought conditions: Investing.com notes LAC’s
3 October 2025
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Tawana Resources (TAWNF) 2025 Stock Skyrocket: Lithium Revival or Mirage?

Lithium Americas Corp. (LAC) — 2025 Q4 Deep‑Dive: U.S. Energy Stake Drives Surge, While Markets Brace for Lithium’s Next Chapter

Current Stock Performance as of October 1 2025 Price action and market sentiment Lithium Americas shares (NYSE: LAC) closed at US$7.04 on October 1 2025, up US$1.33 (+23.3 %) from the previous session, after spiking as high as US$7.53—a new 52‑week high marketbeat.com. The surge followed two major catalysts: Daily average volume spiked sharply to over 40 million shares, compared with a three‑month average near 9 million. Social‑media chatter recorded by QuiverQuant indicated high retail interest, with some posts anticipating “multi‑bagger” returns quiverquant.com. Institutional investors were net buyers; MarketBeat reported new positions from Brown Advisory, Cormark and other funds marketbeat.com. Relative to historical performance Prior to the surge, LAC had
2 October 2025
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Bullion Blowout: Gold Rockets to Record High as Silver, Platinum & Palladium Surge (Sept 30–Oct 1, 2025)

Bullion Blowout: Gold Rockets to Record High as Silver, Platinum & Palladium Surge (Sept 30–Oct 1, 2025)

Key Facts: Gold hit fresh all-time highs (peaking around $3,895/oz) as traders piled into safe-havens reuters.com. Silver climbed to ~$47–48, its highest in 14+ years reuters.com. Platinum rallied above $1,580, and palladium topped $1,260 on Oct 1 reuters.com. These moves were driven by looming U.S. risks (a partial government shutdown) and heavy Fed rate-cut bets reuters.com reuters.com. Chinese markets were shut for the National Day holiday on Sept 30, triggering a pullback in bullion prices bullionvault.com, while India’s gold/silver imports nearly doubled in September as buyers stocked up for Diwali reuters.com. Analysts remain broadly bullish: Goldman Sachs projects ~$4,000 gold by mid-2026
1 October 2025
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Commodities Rollercoaster: Oil Dips as OPEC+ Plans Output Hike, Gold Rockets to Records, Grain Markets Slip (Sept 29–30, 2025)

Commodities Rollercoaster: Oil Dips as OPEC+ Plans Output Hike, Gold Rockets to Records, Grain Markets Slip (Sept 29–30, 2025)

Key analysts’ views & forecasts: A range of experts highlighted the mixed outlook. Jay Pelosky (TPW Advisory) argued on Sept 29 that traditional bearish oil forecasts are overstated – OPEC+ may under-deliver on planned hikes, Ukraine strikes have cut 25% of Russia’s refining capacity, and China’s crude stockpiling could soak up surplus reuters.com reuters.com. In metals, Goldman Sachs now predicts copper returning to long-term bull territory (~$10,750/t by 2027) after revising down 2025-26 supply reuters.com. Citi sees a 2026 copper deficit and even higher prices ($12,000+) if demand holds reuters.com. For oil, the U.S. EIA has cut its price outlook
30 September 2025
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Commodities on a Wild Rollercoaster: Oil Plunges, Gold Soars, Coffee & Copper Hit Highs

Commodities on a Wild Rollercoaster: Oil Plunges, Gold Soars, Coffee & Copper Hit Highs

Energy Commodities: Oil & Gas Oil prices have eased recently but remain relatively high. On Monday, Brent crude slid about $0.43 to ~$69.70/bbl and U.S. WTI fell ~$0.49 to ~$65.23/bbl. The drop came as Iraq’s Kurdistan region resumed exports through the Kirkuk-Ceyhan pipeline (~180k bpd initially, potentially up to 230k). This revived flow, backed by U.S. diplomatic pressure, adds to global supply just as OPEC+ meets. According to industry sources, OPEC+ is expected to approve another production increase of ~137k bpd in November reuters.com, continuing a strategy to boost market share after some months of cuts. (Remember, the group has already unwound
29 September 2025
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Gold Soars Above $3,800 Record as Silver and Platinum Rally – What’s Driving the Precious Metals Frenzy?

Gold Soars Above $3,800 Record as Silver and Platinum Rally – What’s Driving the Precious Metals Frenzy?

Record highs across gold, silver and beyond Gold prices have exploded in recent weeks. On Sep 29 spot gold briefly topped $3,812/oz, eclipsing last week’s record bloomberg.com. After six straight weekly gains, the metal is up roughly 45% year-to-date reuters.com. Silver surged above $46–47/oz, hitting a 14-year high reuters.com. Platinum also cracked a 12-year peak (~$1,612) and palladium climbed into the mid-$1,200s (both at multi-year highs) reuters.com. These moves mark broad, historic rallies: gold’s latest high pushes it well past the previous records from 2022, while silver and platinum are trading near levels last seen over a decade ago bloomberg.com
29 September 2025
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Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Key Facts: Energy: War Drives Oil Higher, Gas Steadies, Renewables Reshuffled Oil – War and Output Cuts: Crude markets rallied sharply to close the week, propelled by geopolitics. Brent oil settled at $70.13/bbl (▲1.0%) while WTI ended at $65.72 (▲1.14%), with both benchmarks posting their biggest weekly gain since June reuters.com. Traders pinned the surge on escalating war disruptions: Ukraine’s stepped-up drone strikes have knocked out portions of Russia’s refining capacity, forcing Moscow to halt diesel exports through year-end and extend a gasoline ban reuters.com. “Markets continued to be focused on the situation between Russia and Ukraine,” said John Kilduff
27 September 2025
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China’s Antimony Crackdown Just Supercharged This U.S. Miner: Why Perpetua Resources (PPTA) Popped Today — And What Could Come Next (Sept 26, 2025)

China’s Antimony Crackdown Just Supercharged This U.S. Miner: Why Perpetua Resources (PPTA) Popped Today — And What Could Come Next (Sept 26, 2025)

Key facts (as of Sept 26, 2025) What moved PPTA today Reuters reported that Perpetua is negotiating with Glencore, Trafigura, Clarios and Sunshine Silver to refine antimony inside the U.S., a critical step because the company plans to mine but not refine the metal. Management expects to seek proposals within weeks and choose a partner by year‑end. CEO Jon Cherry said: “We are encouraged by emerging opportunities to expand domestic mineral processing capacity in America and intend to make well‑informed, market‑based decisions when selecting a partner.”  Reuters Perpetua also formally unveiled an RFP for the commercial downstream antimony processing path today, emphasizing that the RFP is separate from its U.S. Army–funded effort to secure mil‑spec antimony trisulfide under a DOTC agreement (up
26 September 2025
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Global Commodities Soar as War, Weather & Tariffs Upend Markets (Sept 25–26, 2025)

Global Commodities Soar as War, Weather & Tariffs Upend Markets (Sept 25–26, 2025)

Key Facts Energy: Oil Climbs on Conflict and Cuts, Gas Steadies Ahead of Winter Oil markets rallied sharply during the week. Brent crude rose above $69.5/barrel on Sept 26, its highest since early August reuters.com, and is set for a ~4% weekly gain – the biggest in three months reuters.com. West Texas Intermediate followed to ~$65.3/barrel reuters.com. The catalyst was a confluence of supply shocks and geopolitical tensions. Ukraine’s drone strikes on Russian oil facilities have dealt a serious blow to Moscow’s fuel infrastructure reuters.com. In response, Russia banned most diesel exports and extended a gasoline export ban through year-end
26 September 2025
Commodities Rollercoaster: Oil Rockets & Gold Smashes Records as Trade & Weather Woes Hit Agriculture (Sept 24–25, 2025)

Commodities Rollercoaster: Oil Rockets & Gold Smashes Records as Trade & Weather Woes Hit Agriculture (Sept 24–25, 2025)

Energy (Oil, Gas, Renewables) Oil led commodity moves this week. On Sept 24 Brent crude jumped about 2.5% (to ~$69.30) – its strongest gain since July – after U.S. stockpiles fell more than expected reuters.com. Supply concerns from geopolitics added fuel: planned disruptions in Iraq, reduced exports from Venezuela, and attacks on Russian energy sites (Ukraine’s military claimed strikes on Russian oil stations reuters.com) kept markets nervous reuters.com reuters.com. US crude settled at ~$65 (WTI) on Sept 24, up ~$1.60 (2.5%) for the day reuters.com. However on Sept 25 prices gave back some gains: Brent fell to ~$68.80 (-0.7%) and
25 September 2025
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Southern Copper (SCCO) Skyrockets on Copper Price Boom – Key Facts & Outlook

Southern Copper (SCCO) Skyrockets on Copper Price Boom – Key Facts & Outlook

Southern Copper Corporation Overview and Market Outlook as of September 24, 2025 SCCO Stock Performance in Late September 2025 Southern Copper’s stock has been on a tear in recent weeks, climaxing with a sharp rally around September 24, 2025. On that day, SCCO surged roughly 8–9%, hitting a new 52-week high of about $117–$121 per share ca.investing.com ainvest.com. This jump was the stock’s largest single-day gain in over a year ainvest.com. The rally coincided with a spike in copper prices, underscoring Southern Copper’s sensitivity to the commodity. Year-to-date, SCCO is up roughly 27%, reflecting robust investor confidence and far outpacing
24 September 2025
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Oil, Gold, and Coffee Soar as Supply Shocks and Safe-Haven Rush Roil Commodities Markets

Oil, Gold, and Coffee Soar as Supply Shocks and Safe-Haven Rush Roil Commodities Markets

Energy Commodities: Oil & Gas Oil markets saw a sharp upswing over the past two days. On Tuesday, Brent crude rallied 1.6% to $67.63/barrel and WTI to $63.41 as news broke that Iraq’s Kurdistan export pipeline remains offline, stalling an expected restart reuters.com reuters.com. Traders had “sold off on reports of a Kurdistan deal, and the lack of a deal has now taken those barrels out of the market,” noted Phil Flynn of Price Futures reuters.com. This reversal snapped a four-session losing streak for oil and calmed oversupply fears by effectively removing ~230,000 bpd of anticipated supply from markets reuters.com
24 September 2025
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Stock Market Today

REA Group share price slides after $200m buyback plan — what ASX investors watch next

REA Group share price slides after $200m buyback plan — what ASX investors watch next

8 February 2026
REA Group shares fell 7.8% to A$168.10 after its half-year update showed a 6% rise in EBITDA and a 9% gain in core net profit, but a 24% drop in reported net profit. The company flagged softer listing volumes and announced a A$200 million buyback starting Feb. 23. Interim dividend is A$1.24 per share, ex-dividend March 3. Investors cited pressure from weaker listings and rising costs.
NAB share price in focus after Friday slide as rate rises and bank updates loom

NAB share price in focus after Friday slide as rate rises and bank updates loom

8 February 2026
National Australia Bank shares closed down 1.6% at A$43.36 on Friday after the S&P/ASX 200 fell nearly 2%, its worst session in almost a year. NAB, CBA, and Westpac will raise variable mortgage rates by 0.25% following the Reserve Bank’s hike to 3.85%. Key sector results are due from CBA on Feb. 11, Westpac on Feb. 13, and NAB on Feb. 18.
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