Sydney：12/24 22:26:56

Tokyo：12/24 22:26:56

Hong Kong：12/24 22:26:56

Singapore：12/24 22:26:56

Dubai：12/24 22:26:56

London：12/24 22:26:56

New York：12/24 22:26:56

2026-09-15 Tuesday

2026-09-22

19:30:49

[Geopolitical Disturbances Combined, Diesel Market Under Pressure] ⑴ Ukraine claims its armed forces attacked an oil refinery in Russia's Samara region, approximately 120 kilometers west of Samara and 750 kilometers southeast of Moscow. ⑵ This attack came shortly after Trump's tariff comments sparked market concerns; the US had previously called on Ukraine to halt attacks on Russian oil refineries. ⑶ The average retail price of diesel in the US has exceeded $6 per gallon, disrupting global refining capacity and putting pressure on fuel supplies ahead of the Northern Hemisphere winter. ⑷ Ukraine also claimed to have attacked a drone production facility in Taganrog and a drone preparation and launch site in the Oryol region, with targets also hit in the Black Sea. ⑸ Ukraine welcomed the US's announcement of significant measures against a systemic Russian bank, stating that pressure from various parties needed to create suitable conditions for diplomacy. ⑹ Trump attributed the diesel shortage to the attacks, claiming they were harming the world, while fuel costs ahead of the US midterm elections are exacerbating political anxieties. (7) Ukraine's continued attacks on Russian refining facilities have reduced Russian refining output, and coupled with Russian export restrictions, overseas diesel supply has tightened significantly. (8) Saudi Arabia shut down its east-west oil pipeline after a drone attack. Saudi Arabia and Iraq claim the attack originated in Iraq. This pipeline is a key export route bypassing the Strait of Hormuz. (9) The Houthi advance near the Bab el-Mandeb Strait threatens another vital sea route, simultaneously exacerbating transport disruptions on both sides of the Arabian Peninsula. (10) Market sentiment is driven by multiple supply risks, and the diesel-distillate crack spread may remain high in the short term. Going forward, attention should be paid to the frequency of Russian-Ukrainian attacks, the progress of Saudi pipeline restoration, and the safety of navigation in the Bab el-Mandeb Strait.

19:29:35

[Trump's Post Still Has Market Impact, Related Data Services Spark Controversy] ⑴ Trump claimed that Ukraine had agreed to stop targeting Russian energy targets, a statement that coincided with a decline in oil prices and US Treasury yields on Monday. ⑵ The Ukrainian drone strikes have severely weakened large areas of Russian refining capacity, causing supply shortages and prompting Russian officials to restrict exports to ensure domestic supplies. ⑶ Russia has long been one of the world's largest diesel exporters, and its export ban has triggered a global diesel shortage and soaring prices, with the average price of diesel across the US recently rising to $6 per gallon. ⑷ Trump posted that Ukraine had agreed not to target Russian energy targets, and Russia had agreed to take the same measure, arguing that the rise in global diesel prices was mainly due to the Russia-Ukraine conflict, not Iran. ⑸ Ukraine expressed some skepticism, with the Ukrainian president stating that Ukraine does not believe Russia is willing to abide by any agreement. Ukraine is willing to cease its strikes if its partners can ensure that Russia truly stops targeting Ukraine's power systems, other energy facilities, critical infrastructure, and food supply routes. ⑹ Regardless, diesel prices, crude oil, and US Treasury yields fell after Trump's statement. (7) Market trends remind investors that Trump's online pronouncements can still influence the market, which is the core reason why Trump Media & Technology launched its Truth API streaming product this summer. (8) This product, priced between $60,000 and $100,000 per month, provides slightly faster access to a streaming of published and public posts, including content from the president and other top accounts on Truth Social. (9) Trump owns approximately 41% of the outstanding shares of Trump Media. (10) This product is the focus of a lawsuit filed last month by the Free Speech Foundation and nonprofit news organizations, who accused the president and government of violating the First Amendment and profiting from the sale of government information. (11) A spokesperson for Trump Media stated that Trump's messages are disseminated by numerous platforms and news organizations, many of which offer subscription APIs, and Truth Social is one of them. The platform was founded to be an unrevocable haven for free speech, and now left-wing activists are attempting to weaponize censorship of him again through the courts and harm shareholder interests. (12) The White House did not respond to requests for comment.

19:15:02

[Controversy Arises Over Strait of Hormuz Defense Costs, Middle East Geopolitical Conflicts Continue to Escalate] ⑴ The US has proposed that countries that did not assist the US in resolving the Strait of Hormuz crisis should pay compensation to the US for waterway defense. The US also predicts that crude oil prices will fall rapidly after the military conflict with Iran ends, and that the current fuel price increase is a short-term phenomenon. ⑵ The scheduled talks between Iran and Oman on safe navigation in the Strait of Hormuz, originally scheduled for Monday in Salalah, have been postponed, with no new date yet set. Iran stated that the postponement was at the request of Saudi Arabia. Bahrain withdrew from the meeting, citing attacks by Iran. ⑶ The Houthi rebels in Yemen claimed responsibility for attacking Saudi Arabia's King Khalid Air Base in Khamis Mushait with dozens of missiles and drones, targeting hangars, radar, runways, and ammunition depots. This action was a response to over 300 Saudi airstrikes on various parts of Yemen in the past five days, and they threatened to expand the strike range. ⑷ Saudi Crown Prince Mohammed bin Salman met with the head of the US Central Command in Jeddah to discuss bilateral relations and the latest situation in the Middle East. (5) The Houthi rebels continue to advance their strategic layout in the Red Sea, having already captured the Greater and Lesser Hanish Islands. They had previously seized Mocha port and strategic islands near the Bab el-Mandeb Strait. Coupled with restrictions on navigation in the Strait of Hormuz, this further suppresses Saudi Arabia's oil export routes and exacerbates concerns about global oil supply.

19:07:07

[UK Energy Sector Calls for Tax Cuts and Easing; North Sea Gas Projects Expected to Boost Domestic Supply] ⑴ The UK offshore energy agency OEUK stated that if the Labour government lowers oil and gas-related taxes and relaxes restrictions on North Sea development, 111 new oil and gas projects could be launched, with a total value of approximately £48 billion, potentially increasing domestic oil and gas self-sufficiency to 50%. ⑵ Currently, the UK relies on imports for over 40% of its oil and gas, making its energy resilience relatively weak. The industry is calling for the abolition of the current 38% windfall profits tax on oil and gas by January 2027, and for the new oil and gas revenue tax to be implemented in 2027 instead of 2030, with the new tax only levied when oil and gas prices surge. ⑶ Industry executives warn that further delays in the approval of the Jack Dock gas field will impact the UK's gas supply during the 2026-2027 winter. This field could meet up to 6% of domestic natural gas demand. While the Rosebank and Jack Dock projects were previously approved by the previous Conservative government, they were stalled due to an environmental lawsuit in Scotland. (4) The North Sea oil and gas industry provided approximately 177,000 jobs in the UK in 2024; no exploration wells were drilled in the UK North Sea in 2025, and the Labour Party has suspended the issuance of new exploration permits for the area. (5) Environmental organizations oppose this, arguing that new drilling will not lower residents' energy bills, will not contribute to energy security, and that new fossil fuel extraction will exacerbate the risk of climate warming. (6) The UK government responded that existing tax arrangements provide long-term certainty for the industry, while continuing to invest in clean energy industries, balancing employment and energy transition goals.

18:49:36

[Trump's Multiple Statements: AI Control, Russia-Ukraine Energy Truce, and Oil Prices] ⑴ Trump stated that the only control or safeguard needed for artificial intelligence is a strong and intelligent president, and that the US government has prevented individuals in the AI field from engaging in misconduct. ⑵ Trump announced that Ukraine has agreed not to target Russian energy targets, and Russia has agreed to the same, stating that the rise in global diesel prices is primarily due to the Russia-Ukraine conflict, not Iran. ⑶ Trump urged against stifling the golden goose of artificial intelligence, claiming that the AI and data center boom is solely due to the US's significant lead over other countries. ⑷ Trump stated he is open to engaging with Iran, saying Iran wants an agreement and wants it to be reached quickly; this was subsequently refuted by Iranian media. ⑸ Trump claimed that oil is flowing through the Strait of Hormuz, and that after the conflict ends, countries that have done nothing to help the US should compensate the US. (6) Trump stated that the US is accelerating the expansion of its military production capacity, with defense companies operating around the clock. Each company is building an average of four to five large new production plants, focusing on Patriot missile systems, THAAD anti-missile systems, Tomahawk cruise missiles, and other Standard missile systems. (7) Trump blamed rising prices on Biden, reiterating that oil prices would plummet like a falling rock once the military conflict with Iran ends, and claiming that prices are falling significantly apart from this temporary factor. (8) Trump stated that negative claims about artificial intelligence taking over the world and destroying humanity are hoaxes, and that artificial intelligence and data centers will become the greatest economic engine in history, surpassing oil, gold, diamonds, and even the internet in scale. (9) According to media reports, three sources familiar with the matter revealed that Trump had a private meeting with OpenAI CEO Altman backstage at the Republican National Convention last Thursday, initiated by Altman. In the days that followed, the two expressed significantly different positions on whether the pace of cutting-edge artificial intelligence development should be slowed. (10) Nvidia CEO Jensen Huang took a phone call from Trump on speakerphone at a forum event. Trump called the recent concerns surrounding artificial intelligence development a hoax and stated that robots would not take over the world. (11) A poll showed that about 63% of Americans opposed Trump's proposal to provide a $5,000 bonus if Republicans retained control of Congress, and Trump's approval rating rose from its lowest point in his term to 35%. (12) Trump again mentioned the $5,000 check plan, urging voters to vote, saying that if Republicans win the House and Senate, he will fight for $5,000 for adult citizens.

18:19:34

India's final trade deficit in August (USD billion)

Previous : 319.80 Forecast : 314.80

Published Value 268.60

Previous

18:19:23

India's final import value in USD for August (US$ billion)

Previous : 762.20 Forecast : -

Published Value 706.70

Previous

18:19:10

India's final August exports (USD billion)

Previous : 442.40 Forecast : -

Published Value 438.10

Previous

18:07:36

Eurozone reserve assets totaled in August (in billions of euros)

Previous : 17525 Forecast : -

Published Value 18588.50

Previous

18:04:42

[UK Energy Sector Calls for Tax and Licensing Adjustments to Reduce Import Dependence] ⑴ UK energy sector executives warn that easing North Sea restrictions and tax cuts could halve the UK's need for oil and gas imports. ⑵ Industry groups say tax adjustments and approval of new North Sea drilling licenses could unlock 111 new oil and gas projects worth approximately £50 billion. ⑶ The UK relies on oil and gas imports for over 40% of its energy needs, and domestic producers say without further support, the UK will lose billions of pounds in economic opportunities, investment, jobs, and energy security. ⑷ The group is calling for the abolition of the current Energy Profits Tax, a 38% windfall tax on oil and gas producers, by January 2027. This tax was originally scheduled to be replaced in 2030. ⑸ The oil and gas industry has long argued that the tax stifles investment; in 2025, for the first time since oil and gas production began in the North Sea, no exploration wells were drilled, and the Labour Party has banned the issuance of new exploration licenses in UK waters. ⑹ The group reports that the 111 sites it has proposed are located within existing licensed areas. (7) The organization's head warned that without fundamental changes, the UK will continue to see job losses, a significant increase in energy imports, and a decline in national resilience. (8) The report called for the planned new oil and gas revenue tax to replace the current tax to be brought forward from 2030 to 2027, and only implemented if oil and gas prices surge. (9) The head emphasized the importance of timely decisions regarding the Rosebank and Jack Road projects, warning that delays in the Jack Road gas field decision could affect the UK's gas supply this winter; the field can produce 6% of the UK's gas needs. (10) The Jack Road and Rosebank projects had previously received the green light under the Conservative government, but were successfully challenged in the Scottish courts on environmental grounds, leading to the near-stagnation of other potential projects. (11) The head of the environmental organization stated that new drilling would not help reduce bills and would offer little benefit to energy security; science shows that the world's existing oil and gas reserves far exceed the amount that can be safely burned to limit warming. 12. A government spokesperson said that the government is providing long-term certainty to the industry and investors, with plans to replace the energy profit tax before 2030 or earlier, when the price floor is triggered, and to secure a sustainable future for North Sea prosperity through investment.

18:03:34

[US Treasury Sell-off Resumes, Japanese Bonds Lead Decline, 10-Year Yield Hits Highest Level Since 2007] ⑴ A sharp decline in Japanese government bonds dragged down US Treasuries, with yields on both Japanese and US 10-year Treasury bonds hitting multi-decade highs. ⑵ High trading volume was observed in US 10-year Treasury futures during the early New York session. ⑶ Reports indicate that as debt concerns rise, foreign investors are favoring US stocks over US Treasuries, marking the first time this century, excluding the periods following the pandemic and the global financial crisis, that international funds flowing into US stocks have exceeded those flowing into government debt. ⑷ Sovereign bond yields climbed further on Tuesday, with the US 10-year Treasury yield hitting a near 20-year high, deepening anxieties among borrowers and global investors. ⑸ Reports indicate that the Bank of England is expected to announce a halt to the sale of long-term government bonds this week, which were previously impacted by the global bond market sell-off. The central bank will announce its quantitative tightening pace plan and latest interest rate decision on Thursday. ⑹ Reports suggest that the retreat of pension funds from the US Treasury market has left gaps, which are being filled by hedge funds, and the New York Fed is inquiring about the potential risks. (7) Reports indicate that the appointment of the Federal Reserve Chairman has ended the dispute between Trump and the Fed, and interest rate hikes will test this truce. Investors expect the Fed to begin raising rates this week. (8) The Japanese government finalized a consumption tax reduction and household subsidy outline on Tuesday, but did not specify how it would raise funds, potentially perpetuating market concerns about the country's already strained finances. (9) Reports indicate that US oil executives warned that a prolonged closure of the Strait of Hormuz would inevitably trigger a fuel crisis. They believe the crisis has already arrived, with global commercial fuel inventories depleted for more than six months and strategic oil reserves unlikely to be further released. (10) Regarding economic data, the market is focused on the September New York Fed manufacturing survey, and the Fed began its two-day policy meeting that day. (11) The US Treasury will announce the issuance of 4-week, 8-week, and 17-week Treasury bills, auction 6-week Treasury bills and reissue $13 billion in 20-year Treasury bonds, and conduct repurchase operations of 10- to 30-year Treasury Inflation-Protected Securities.

18:03:33

[Escalating Tensions in the Red Sea Exacerbate Global Oil Supply Concerns] ⑴ Houthi rebels in Yemen seized the islands of Hanish and Ghanish in the southern Red Sea following an attack on a Saudi pipeline, fueling market concerns about a new global oil supply crisis. ⑵ Brent crude rose about 1% on Tuesday morning to around $107 a barrel, while the average price of U.S. diesel exceeded $6 a gallon for the first time last week. The war and Ukraine's attacks on Russian refineries further compressed global supply. ⑶ The war with Iran has forced Saudi Arabia to shift exports to the Red Sea, as Iranian attacks disrupted shipping in the Strait of Hormuz. Saudi Arabia relies on a 1,200-kilometer-long east-west pipeline to transport crude oil from Gulf ports to the Red Sea port of Yanbu. ⑷ However, Saudi authorities shut down the pipeline after Thursday's attack, which Saudi Arabia blamed on Iranian-backed militia drones in Iraq. Officials said repairs, including to major pumping stations, could take three to five weeks, during which time the pipeline may operate partially. (5) Some research institutions have analyzed that the pipeline has been transporting an average of 2.6 million to 4 million barrels per day since the end of August. A complete shutdown would remove this portion of supply from the market, and a long-term closure would require a significant reallocation of global crude oil flows. (6) The Houthi-held islands of Hanish and Bab el-Mandeb are located about 160 kilometers north of the Bab el-Mandeb Strait, which connects the Red Sea to the open ocean and is a vital choke point for Saudi Arabia to access key Asian markets. Their advance has also brought them to within about 20 miles of the US military base in Djibouti. (7) For more than a month, the Houthi forces have continued to attack Saudi oil infrastructure and Red Sea shipping, pushing up global oil prices and increasing Iran's leverage in its war with the United States. (8) The Houthi advance appears to have encountered little resistance from the Saudi-backed Yemeni government forces. Last week, they also captured the port cities of Mocha and Maiyun Island in the Bab el-Mandeb Strait. Government forces are attempting to regroup and launch airstrikes against Houthi positions. (9) The Houthi rebels claimed to have fired dozens of missiles and drones at the King Khalid Air Base in southern Saudi Arabia. The Saudi military stated that the attack hit civilian areas, injuring 13 civilians, but did not specify whether the air base was hit. (10) Data from the International Energy Agency shows that the war with Iran has severely damaged Saudi oil production, which fell to 6 million barrels per day in August, down from nearly 10 million barrels per day in September of last year. (11) The fighting in the Red Sea and Yemen risks plunging the country back into a full-blown civil war. The World Health Organization stated that more than 500 people died in Yemen last week alone, and the fighting has displaced nearly 94,000 people. (12) An Iranian Foreign Ministry spokesperson stated that Saudi Arabia requested the temporary cancellation of a meeting scheduled to be hosted by Oman to discuss the Strait of Hormuz, and that an agreement between Iran and Oman on the strait had been finalized. Gulf officials stated that Saudi Arabia submitted amendments to the agreement, fearing it would be detrimental to other Gulf Cooperation Council (GCC) countries.

18:00:47

[Canada's Rains Delay Harvest, Damaging Crop Quality] ⑴ Canadian farmers are struggling to continue the harvest as timely rainfall has occurred at an inopportune time. Canada is the world's largest exporter of canola and a major wheat producer. ⑵ Growing concerns are that what could have been the best harvest ever for most farmers in western Canada is being compromised in quality, potentially reducing farmers' income prospects and decreasing access to high-quality crops in the global market. ⑶ A Saskatchewan farmer stated that what was originally all first-grade crop is now considered lucky to get second-grade. He estimates that a drop in grade from first to second or third will reduce crop prices by about $0.30 to $1 per bushel, potentially meaning a loss of over $100,000 for his farm. ⑷ Normally, his wheat harvest should be finished by the second week of September, and his canola harvest should be well underway. However, as of last Friday, less than a quarter of his 4,300 acres of wheat and 3,000 acres of canola had been harvested, a situation prevalent from Alberta to Manitoba. (5) Statistics Canada is scheduled to release its first crop yield estimate on Wednesday, but analysts point out that the damage from the rain occurred after the agency completed its analysis. (6) Saskatchewan's agricultural department reported that only 27% of the crop had been harvested as of September 7, compared to a 5-year average of 58%, while Alberta's harvest was approximately 21% complete as of September 8, compared to a 5-year average of 43.5%. (7) Canadian farmers still have time to complete the harvest, as snowfall and ground freezing typically don't occur until late November. However, every extra day in wet fields threatens the quality of wheat and durum wheat, which is crucial for processors such as millers that rely on Healthy Canada supplies and forms the basis of farmer pricing. (8) Grains may fade and lose weight due to rain soaking, some grains may sprout, and mold and fungi may spread internally and are not easily visible to the naked eye. (9) Farmers had previously worried that the warm and humid July would lead to various diseases in crops, and that early damage could overlap with later infection. The crops across the country looked generally healthy and large in scale when they entered the harvest season. The challenge now is to bring back the crops that are still in the fields.

17:51:37

[House Democrats Investigate Foreign Funding Related to Donald Trump Jr.'s Wedding] ⑴ The ranking Democrat on the House Oversight Committee is investigating a Russian oligarch's alleged involvement in funding celebrations related to Donald Trump Jr.'s wedding. ⑵ This senator, who is expected to become the chief investigator if Democrats regain control of the House, could be seen as a signal of his direction. ⑶ He stated that Oversight Committee Democrats are investigating various ways the Trump family has profited from their close relationship with the president, and that the reports may be the most serious allegations against Donald Trump Jr. to date. ⑷ The president of the International Boxing Association reportedly provided hundreds of thousands of dollars for a party in the Bahamas in May. This oligarch has close ties to the Russian president, and his organization is funded by a Russian state-owned energy company. ⑸ Reports indicate that the oligarch paid for one of the two private islands where the event was held and for the fireworks display. ⑹ A spokesperson for Donald Trump Jr. did not deny the payments, stating that the oligarch is a personal friend of Trump Jr., but the two have no business relationship. ⑺ The oligarch's side claims that the two have known each other for several years, have a friendly relationship, and have never discussed political affairs with any of his American friends. (8) Donald Trump Jr.'s wife stated that she regretted the politicization of her personal celebration and that friendship should not be politically motivated. (9) President Trump stated that he did not know the oligarch, that the oligarch did not pay for the wedding, that the wedding was held at a different location and on a different date, and that it was a post-wedding party in which he did not attend. (10) The congressman requested all documents, records, and communications between the White House and Donald Trump Jr. regarding the oligarch, and inquired whether Trump Jr. had security clearance and whether he disclosed his relationship with the oligarch. (11) He also requested Trump Jr. to submit a guest list, dates of contact with the oligarch, related communications, and records of foreign citizens purchasing wedding items on his behalf and gifts received. (12) Currently, he can only request information voluntarily, but if the Democrats win the House and obtain the chairmanship in January, they will be able to compel witnesses to testify and hand over documents.

17:45:24

[Global Bond Market Selling Pressure Deepens, 10-Year Yield Hits Multi-Year High] ⑴ Global bond selling intensified on Tuesday, with the yield on the 10-year US Treasury note rising to its highest level since 2007, after breaking through 5% the previous day for the first time in nearly three years. ⑵ Investors accelerated their sell-off of other global bonds, with yields on 10-year German and Japanese government bonds both rising to multi-year highs. ⑶ Data showed that the yield on the 10-year US Treasury note briefly touched around 5.04%, while the 30-year yield rose to around 5.40%, the highest since 2007. ⑷ The yield on the 10-year German government bond rose to around 3.57%, the highest since 2009, while the yield on the 10-year Japanese government bond touched around 3.03%, a 30-year high. ⑸ Strategists said that the interest rate market remains constrained by oil prices and geopolitical factors ahead of Wednesday's Federal Reserve meeting. ⑹ The brief optimism surrounding Iranian diplomacy on Monday quickly faded, and US Treasuries were sold off as oil prices rose again. (7) Some institutional interest rate strategists believe that regardless of whether the Federal Reserve raises interest rates, the yield on 10-year US Treasury bonds may still rise further due to inflation concerns. The market is clearly becoming tense, and any setback could trigger significant volatility. (8) Investors will closely watch the Federal Reserve's statements. Some strategists point out that if the Fed Chairman signals a willingness to take action to ensure price stability, it could help curb the sell-off of long-term Treasury bonds. (9) The US Treasury recently increased the size of its long-term debt repurchase program from $2 billion per transaction to at least $4 billion. (10) The market expects not only a Fed rate hike, but also a rate hike by the European Central Bank last week and a rate hike by the Bank of Japan expected on Friday. (11) Some institutional sources say that supply disruptions in the Middle East, coupled with geopolitical tensions, have kept oil prices high, further reinforcing inflation concerns and the rationale for tightening monetary policy. (12) With a Fed rate hike almost a certainty, the focus will shift to voting differences, especially the Fed Chairman's stance. A unanimous rate hike coupled with signals of further tightening could push up yields and prolong the dollar's upward trend.

17:42:40

[Oil Prices Push Up US Treasury Yields, Pressure Emerging Market Assets] ⑴ Emerging market currencies generally fell on Tuesday, while the US dollar strengthened, after rising oil prices pushed US benchmark Treasury yields to near 20-year highs, and emerging market equities also declined. ⑵ An index tracking emerging market currencies fell 0.4%, potentially its fourth consecutive day of decline, while the US dollar index strengthened, hovering near a two-week high. ⑶ The South Korean won fell 1.2%, and the Indian rupee fell 0.4%, reaching their weakest levels in over a month. Rising US Treasury yields enhance the attractiveness of the US dollar and increase the debt servicing costs of emerging market debt. ⑷ The market is also focused on the Federal Reserve's two-day policy meeting starting later that day, with traders pricing in a 94.5% probability of a 25 basis point rate hike. ⑸ An investment executive stated that if the US raises interest rates, a stronger dollar often draws liquidity from emerging markets, as funds are drawn back to the US and dollar-denominated assets. ⑹ Oil prices rose nearly 2% as concerns about supply disruptions continued following attacks on Saudi energy infrastructure, disrupting east-west pipelines and further dampening risk appetite. (7) Emerging market equities generally declined, with related indices falling 1% to a three-week low. South Korean stocks continued their decline, falling 0.9%. (8) Indian stocks fell 0.7% and 0.6%, as retail inflation accelerated further in August, with price pressures spreading from food and transportation, reinforcing expectations of a central bank rate hike next month. (9) Emerging European equities mostly declined, with Warsaw stocks falling 1.2% and Hungarian forints falling 1.2%. Polish central bank officials indicated that interest rates might remain in place until the end of the year, but a rate hike in the first quarter of 2027 could not be ruled out if commodity shocks have a lasting impact on inflation. (10) In frontier markets, the World Bank president stated he would meet with the Senegalese president to discuss the country's plans for debt restructuring within the G20 framework.

17:40:44

[Conflicting Accounts Between the Two Sides in the Hormuz Tanker Incident, Tensions Continue to Rise in the Strait] ⑴ The Iranian Revolutionary Guard Navy stated on Monday that an oil tanker struck a mine and caught fire while attempting to pass through a channel south of the Strait of Hormuz, which it calls a restricted area. The fire became uncontrollable and spread throughout the vessel. ⑵ Iran claims the ship had been warned beforehand not to use what it calls an illegal channel and asserts that the Strait of Hormuz is closed and under its control. ⑶ The vessel involved is a Panamanian-flagged oil tanker, approximately 180 meters long and with a deadweight tonnage of approximately 48,000 tons. ⑷ The US Central Command offers a different account, stating that the tanker did not strike a mine, but was attacked last month and rendered inoperable. It was also attacked by a drone off the coast of Oman last weekend and is currently being towed by regional partners. ⑸ There are significant inconsistencies in the accounts of the incident between the two sides. ⑹ These discrepancies arose after Oman announced the postponement of a meeting between Iran and Gulf states regarding arrangements in the Strait of Hormuz. Oman's Foreign Minister stated that the postponement was to build consensus and emphasized continued dialogue to support regional stability and cooperation. (7) The Strait of Hormuz has become a major point of friction between the US and Iran. The US previously imposed a maritime blockade on Iran, which was briefly suspended under an agreement, but was reinstated due to renewed conflict. (8) Last week, Iran also announced the establishment of a new restricted area near the Strait of Hormuz, extending into parts of the Persian Gulf. Ships entering this area will be added to Iran's sanctions list. (9) The market will focus on whether passage through the strait will be further disrupted, and whether the relevant parties can return to dialogue, in order to assess changes in energy transport risk premiums.

First
Previous
41
42
43
44
45
46
47
48
49
50
Next

Real-Time Popular Commodities

Instrument Current Price Change

XAU

 4345.82

-32.47

(-0.74%)

XAG

 66.047

-0.199

(-0.30%)

CONC

 92.09

-3.99

(-4.15%)

OILC

 100.12

-3.08

(-2.99%)

USD

 100.400

0.190

(0.19%)

EURUSD

 1.1467

-0.0018

(-0.16%)

GBPUSD

 1.3372

-0.0022

(-0.16%)

USDCNH

 6.6923

-0.0023

(-0.03%)
Risk Disclosure
Trading stocks, currencies, commodities, futures, bonds, funds or cryptocurrencies involves significant risks. These risks include the loss of part or all of your investment capital, so trading is not suitable for all investors. Before making any financial decision, you should conduct your own due diligence, use your own judgment, and consult a qualified advisor. The content on this website is not specifically directed at you, nor have we considered your financial situation or needs. Information provided on this site may not be real-time or accurate. Prices shown on this website may be provided by market makers rather than exchanges. You are solely responsible for any trades or financial decisions made based on the information from this site, and you must not rely on such information. We make no guarantees regarding any information on the website and assume no responsibility for any trading losses caused by the use of this information. Use, storage, copying, display, modification, dissemination or distribution of the data contained on this site is prohibited without prior written permission. All intellectual property rights in the data provided on this site are reserved by the respective data providers and exchanges.

TURBOFIN TECHNOLOGIES PTY LTD Copyright © 2025 FXBus Ltd