Base Metals

7

Nov 2026
Dollar Index Eyes 101.89 Break as Copper Slips Below Key Fibonacci Support

Dollar index rebounds from 101.10, testing 101.89 resistance; breakout targets 102.33–102.49 as copper weakens below key support.

19

Oct 2026
Commodities Extend 2026 Lead Over Equities as El Niño Risk and Tight Supplies Fuel Rally

Commodities lead 2026 returns as energy, agriculture, and metals surge; derivatives favor spreads, options, El Niño.

14

Oct 2026
China’s September PPI beats forecasts, stoking factory-gate inflation and commodities volatility

China’s September PPI rose 5% year-on-year, beating forecasts, signaling rising costs and potential market volatility.

13

Oct 2026
Russia’s August Foreign Trade Falls to $11.739bn, Signalling Weaker External Balance

Russia’s foreign trade fell to $11.739bn in August from $13.594bn, narrowing the trade balance.

1

Oct 2026
EU ties market access to supply chains as Canada minerals pact raises tariff questions

EU ties market access to supply chains, boosting protectionism, critical minerals security, volatility in commodities and FX.

26

Sep 2026
UBS flags diesel squeeze as Brent rebounds, bolstering case for broader commodity upcycle into 2026

Gold led hard assets; metals followed. Energy reprices as diesel tightens; agriculture next, with 2026 starting commodity supercycle.

23

Sep 2026
Oil extends losses on Saudi pipeline restart; gas firms, metals supported by China demand and tight supply

Oil slips on looser supply, Saudi pipeline restart, stock build; gas, gold rise; metals mixed, wheat pressured.

22

Sep 2026
AI Power Boom and Geopolitical Strains Drive Commodity Supercycle as Central Banks Tighten Again

Geopolitical shocks and AI build-out tighten commodity supplies, driving energy, metals, agriculture prices, volatility, and derivatives opportunities.

21

Sep 2026
Commercial hedgers’ outsized net shorts raise late-cycle warning for gold, silver and copper

COT data flagged rare silver Commercial net-long near 2018 lows; today extremes warn gold, silver, copper overheating.

19

Sep 2026
Energy and agricultural commodities rebound from 2026 lows as supply tightens and logistics costs soar

Commodity prices rebound from 2026 lows as tight energy, agriculture supply drives higher fuel, food, shipping costs.

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