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Brent Tops $89 Amid US-Iran Stalemate Over Hormuz

The Trump administration has allowed a controversial waiver on sanctions targeting Russian seaborne oil to expire, reimposing restrictions that had temporarily enabled countries such as India to continue purchasing Russ…

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Oil prices upbeat after sharp gains on fading Hormuz deal hopes

August 6, 2026, 3:59 AM EDT. The Chinese Academy of Sciences achieved a 3.42% conversion efficiency in laser-produced plasma (LPP) EUV lithography, closing in on ASML’s 5.5% commercial benchmark. Although current power …

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What happens when the Strait reopens? Key factors to watch

“Let the oil flow!” With those words on Sunday evening, US President Donald Trump announced that the United States had reached an agreement to end the war with Iran after more than one hundred days and open the Strait o…

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Could Copper Lose Its Tariff Premium?

Copper’s record-breaking 2025 has set up a tight but fragile market heading into 2026 as supply strains deepen, tariff fears distort trade flows and analysts flag long-term deficits.

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Silver Cycle Windows Raise the Risk of Volatility Into November

Sam Azzarello: Welcome to J.P. Morgan's Making Sense. My name is Sam Azzarello, and I lead content strategy for global research. And today, we're going to have a fascinating discussion on silver with Gregory Shearer, he…

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China Fuel Export Easing Could Relieve a Tight Global Supply Market

CORRIGENDUM, 16 March 2026 – The initial March 2026 monthly analysis stated that, ‘Twenty-three vessels delivered EUR 800 bn of Russian crude oil and oil products while flying a false flag‘, and it should read, ‘Twenty-…

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The Gold Trade Is Waking Up Again

Good Day... And a Tub Thumpin' Thursday to one and all! Well, it took 11 innings to get the win, but my beloved Cardinals did it and beat the Mets 2-1...Of course the game could have gone on and on if MLB hadn't come up…

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Oil Sinks as Deal Optimism Grows

August 5, 2026, 3:12 AM EDT. President Trump said the Strait of Hormuz will reopen “very soon,” cautioning Iran about potential strikes if they reverse course. The US, Iran, and Oman are close to a 60-day temporary agre…

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Oil Drops Amid Renewed Peace Deal Hopes

Oil prices dropped sharply yesterday on rising optimism that the US and Iran may be moving closer to reviving a Middle East deal. ICE Brent settled more than 7% lower on the day, after President Trump called off strikes…