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Commodities 24 September 2025 - 27 September 2025

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: Oil – War and Output Cuts: Crude markets rallied sharply to close the week, propelled by geopolitics. Brent oil settled at $70.13/bbl while WTI ended at $65.72, 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 of Again Capital. “These drone attacks by Ukraine are beginning to add up” in curtailing Russian supply reuters.com. Russian officials confirmed some regions are now facing fuel shortages, underscoring the impact reuters.com.
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)

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. The company’s target remains a Q4 2025 selection. PR Newswire
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)

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 reuters.com reuters.com. Russia typically exports ~880,000 barrels per day of diesel reuters.com, so this move sent global diesel prices soaring and pushed European refinery margins to their highest since Feb 2024 reuters.com. “Ongoing Ukrainian drone strikes…NATO’s warning to Russia, and Russia’s move to halt key fuel exports” have all supported oil’s price surge, noted IG analyst Tony Sycamore reuters.com. War risk premium is clearly back in play. NATO warned Moscow it’s prepared to respond to any airspace violations, raising fears of wider conflict reuters.com. Analysts say this ups the odds of harsher Western sanctions on Russian energy reuters.com. ANZ’s Daniel Hynes observed that oil’s earlier losses this week were erased as “geopolitical tensions” mounted,
26 September 2025
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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)

Oil led commodity moves this week. On Sept 24 Brent crude jumped about 2.5% – 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 kept markets nervous reuters.com reuters.com. US crude settled at ~$65 on Sept 24, up ~$1.60 for the day reuters.com. However on Sept 25 prices gave back some gains: Brent fell to ~$68.80 and WTI to ~$64.45 reuters.com. Traders attributed the pullback to profit-taking, a softer demand outlook, and imminent return of Kurdish oil exports reuters.com reuters.com. UBS analyst Giovanni Staunovo said markets are “risk-off” as equity slides weigh on crude reuters.com, while Phillip Nova’s Priyanka Sachdeva warned that resuming Kurdish flows could reignite an oversupply narrative reuters.com. U.S. bank analysts also flagged cooling fuel demand: U.S. September air travel was almost flat and gasoline demand is “pulling back” as summer winds down reuters.com reuters.com. Overall, prices remain elevated by seasonal demand and geopolitical risk, but fundamentals suggest easing into Q4. Natural gas markets were quieter. The big news was strategic: Turkey secured a long-term deal to import U.S. LNG. Ankara also
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’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 the broader market. By comparison, rival Freeport-McMoRan’s stock was up around 18% YTD before its recent drop ca.investing.com. Southern Copper’s market capitalization now hovers near $90 billion, approaching the scale of diversified mining giants. What drove the latest surge? A key catalyst was news of severe disruption at Freeport-McMoRan’s Grasberg mine – one of the world’s largest copper sources. Freeport declared force majeure at Grasberg due to a mining accident, warning that its Q3 copper and gold sales would fall short reuters.com. This sent Freeport’s New York shares plunging over 10% reuters.com. In contrast, copper prices leapt on supply fears, lifting other producers like Southern Copper. On Sept. 24, copper futures in London jumped more than 3% to their
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

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 reuters.com. By Wednesday, crude extended gains – Brent hit $68.57 and WTI $64.38 – after a surprise drop in U.S. oil inventories reinforced the tightening narrative reuters.com reuters.com. The U.S. EIA reported crude stocks fell ~607,000 barrels last week, defying forecasts of a build reuters.com. “The report is somewhat supportive given the draws across the board,” said John Kilduff of Again Capital, referring to declining crude, gasoline and distillate stocks reuters.com.
24 September 2025
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Stock Market Today

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