Commodities: all news & analysis

Explore our extensive commodities news, which unveils critical insights into price movements, trends, and expert forecasts in the raw materials market. By examining price actions and understanding the factors influencing commodity values, understand current market dynamics. This page is designed to boost your research on historical trends, identify seasonal patterns, and sharpen your trading strategies across sectors such as energy, metals, and agriculture. Equip yourself with the knowledge necessary to enhance your understanding of the commodities landscape and elevate your trading decisions.

The Impact of US Tariffs on Precious Metals

Metals are lost in translation; Risk-assets or Safe-Haven? – Silver (XAG/USD), Gold (XAU/USD) & Copper (XCU/USD) Outlook

Commodities Market update: The traditional safe-haven status of metals is put to the test as Gold, Silver, and Copper trace confusing price action through the Greenland Crisis and US-Iran conflict. With precious metals rebounding on ceasefire rumors rather than escalating fears, historic market correlations are breaking down. Explore a Daily timeframe technical analysis to see if technicals can untangle the future of XAU/USD, XAG/USD, and XCU/USD.

10-04-2026 19:36 GMT by Elior Manier

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Trump pressures Iran as Islamabad talks aim to secure lasting Middle East truce

President Donald Trump increases pressure on Iran ahead of direct talks in Islamabad, while the closure of the Strait of Hormuz and renewed fighting in Lebanon threaten a fragile Middle East ceasefire.

10-04-2026 18:40 GMT by Krzysztof Kamiński

Markets Weekly Outlook - Markets brace for US-Iran talks amid post-ceasefire surge

The trading week saw a dramatic shift in geopolitical sentiment as US-Iran ceasefire talks unwound the 'fear trade'. Oil tumbled 15%, gold's premium eroded, and US equities posted their longest winning streak since October 2025. This weekly outlook explores market momentum, key central bank decisions (RBNZ, RBA, ECB), and how the upcoming talks will set the tone for the week ahead.

10-04-2026 18:40 GMT by Zain Vawda

NBP expands gold reserves and moves closer to the global Top 10

The NBP increased its gold reserves in March 2026 by about 13 tons, taking advantage of a sharp price correction. Total holdings rose to around 580 tons. Despite a lower valuation due to falling prices, the central bank continues its strategy of accumulation and is now just over 30 tons away from entering the global top 10 in gold reserves.

10-04-2026 12:29 GMT by Łukasz Zembik

Oil just doesn't want to correct with persistent Ceasefire uncertainty – WTI Technical analysis

WTI Oil Update: Crude Oil remains on edge as initial relief from a two-week US-Iran ceasefire quickly fades. After a sharp gap lower from $118 to $92, WTI Crude is grinding back above the critical $100 level amid conflicting diplomatic narratives and headline-driven volatility. Explore an intraday technical analysis of the commodity as traders navigate a fragile geopolitical landscape.

09-04-2026 14:55 GMT by Elior Manier

Markets Today: Reality check hits markets as ceasefire fragility weighs, US PCE data in focus

The initial euphoria over the US-Iran ceasefire is replaced by caution as reports of potential breaches and Strait of Hormuz concerns cause European equities to retreat. Brent crude claws back ground to $97/bbl, suggesting an inflationary surge is "baked into" upcoming data and keeping two ECB rate hikes priced in.

09-04-2026 09:34 GMT by Zain Vawda

Strait of Hormuz to open in apparent ceasefire, crude prices tumble

Following news of a ceasefire agreed between the US and Iran, join Nick and podcast host Jonny Hart in discussing the reaction from commodity, FX and equity markets.

08-04-2026 19:15 GMT by Christian Norman

Gold (XAU/USD) stalls at critical $4900/oz resistance as bear signal flashes

Gold's "war premium" is fading after the US-Iran ceasefire sparked a rally, now stalled near $4900 resistance. The metal faces binary risks: a truce failure could send it to $4500, while strong net-long sentiment suggests a near-term slide. Dollar softness and silver's 7% rally provide underlying support.

08-04-2026 14:37 GMT by Zain Vawda

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Ceasefire Crash: Oil tumbles 15% as US-Iran deal unwinds global 'fear trade'

A two-week US-Iran ceasefire has led to a massive relief rally in global markets, causing US Crude to tumble 15% and equities to surge. The de-escalation unwinds the "fear trade" and provides a cooling period for "War Inflation". While Gold remains resilient, the pause offers a critical window for stability, though traders should remain cautious as geopolitical headlines could quickly shift sentiment

08-04-2026 07:18 GMT by Zain Vawda

10 Hours to $150 Oil? The looming deadline threatening the Strait of Hormuz

Geopolitical tensions between the US and Iran have peaked with a deadline to reopen the Strait of Hormuz. Reports of strikes on Kharg Island and a threat to close the Bab al-Mandeb Strait risk a massive oil supply shock, potentially driving crude prices toward $150/bbl. We break down the three key price scenarios for WTI and Brent.

07-04-2026 14:55 GMT by Zain Vawda

Markets Today: Oil retreats, Gold rises as cautious tone dominates, Trump deadline now in focus

Oil prices jump due to escalating US-Iran conflict and a deadline for the Strait of Hormuz. European stocks are muted as caution reigns and Euro Area growth slows, showing stagflationary signals. The US Dollar is strongly bid ahead of key US CPI data, supported by Fed divergence

07-04-2026 09:46 GMT by Zain Vawda

Chart alert: Japan’s Nikkei 225 is flashing bearish breakdown conditions below the 50-day MA

Japan’s Nikkei 225 has turned into a laggard as rising oil prices and prolonged US–Iran tensions fuel stagflation fears. The index has dropped over 9% since late February, weighed by Japan’s reliance on energy imports and weakening earnings outlook. Technically, Nikkei remains in a bearish descending triangle below key resistance, signalling further downside risk unless a breakout above 54,095 materialises.

07-04-2026 02:02 GMT by Kelvin Wong

Chart alert: WTI crude oil whipsawed above 20-day MA ahead of Trump’s speech and US-Iran ceasefire hopes

WTI crude oil remains volatile as prices whipsaw above $110 amid shifting US–Iran ceasefire expectations and Trump’s latest rhetoric. After breaking above $102.25, oil surged toward $116 before reversing, highlighting fragile sentiment. Prediction market sees a higher chance of a ceasefire by June rather than April, keeping geopolitical risk elevated. The bullish trend remains intact, but key support at $102.25 is critical to sustain further upside.

06-04-2026 10:10 GMT by Kelvin Wong

Crude Oil (WTI & Brent) keeps playing tricks on Markets 32 days into the Iran War

WTI and Brent Oil update: Market skepticism grows as President Trump’s optimistic rhetoric clashes with a 14% spike in WTI prices. As traders pivot toward tomorrow's NFP data and potential weekend escalations, the Oil-Stock inverse correlation persists amid the ongoing Hormuz blockade. Explore an intraday outlook and technical levels for WTI and Brent.

02-04-2026 19:35 GMT by Elior Manier

The April's Fool joke is over for Markets – A look around assets in the morning chaos

Market volatility surges as President Trump’s White House address reignites fears of a Middle East ground operation. WTI Crude spiked 14% overnight to $114, triggering a massive downturn in global assets and sending the Dow Jones into a potential bull trap below 47,000. Explore an intraday Market check ahead of the long holiday weekend.

02-04-2026 14:52 GMT by Elior Manier

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Markets Today: Oil surges 8% & stocks retreat as Trump keeps investors guessing, FED speakers & NFP ahead

Global markets face a sharp risk-off pivot as US-Iran geopolitical risks dominate. Oil surges past $100, fueling inflation fears, while stocks, gold, and major currencies retreat. Attention now turns to Fed speakers and the critical NFP report

02-04-2026 09:37 GMT by Zain Vawda

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Chart alert: Risk off after Trump’s speech - intraday outlook on S&P 500, Nasdaq 100, AUD/USD, Gold (XAU/USD), and WTI crude oil

Global markets have shifted back into risk-off mode after Trump’s hawkish stance on Iran dampened de-escalation hopes. Equities and AUD/USD weakened as bearish momentum resumed, while the US dollar strengthened. WTI crude oil surged above $102.25, supported by supply concerns, but gold’s recent rally shows signs of exhaustion. Technical signals suggest further downside risks for risk assets unless key resistance levels are reclaimed.

02-04-2026 05:02 GMT by Kelvin Wong

Brent-WTI falls to 2026 lows! Oil corrects as War resolution nears – WTI Outlook

WTI Oil Update: Energy markets signal a major shift as the Brent-WTI spread rushes toward pre-war lows, easing the stress seen since the conflict's start. While a China-Pakistan peace plan fuels a 2.50% rally in equities, Crude Oil remains down from its 50% monthly peak as traders price in a potential truce. Explore a multi-timeframe analysis of the commodity.

31-03-2026 19:52 GMT by Elior Manier

Gold (XAU/USD) rallies 3%, eyes acceptance above the $4600/oz handle for bullish momentum to continue

Gold (XAU/USD) is showing a technical recovery, breaking $4,600/oz as escalating Middle East tensions and a shifting correlation with rising Oil prices boost the "inflation hedge" narrative. Will the bullish momentum continue?

31-03-2026 17:12 GMT by Zain Vawda

Markets Today: China factory activity surges, French inflation jumps, FTSE 100 eyes further gain as data releases lie ahead

Global markets are defined by volatility and geopolitical tension. Japanese stocks face steep monthly losses due to Middle East fears, but a China manufacturing boom offers hope. Commodities are active: Brent Crude shows extreme strength, while Gold is poised for its worst month in 17 years. The US Dollar surges as a safe-haven, and the FTSE 100 eyes a short-term technical rally.

31-03-2026 06:48 GMT by Zain Vawda

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