Goldman sees TTF at 105 euros, JKM at $35 if Gulf LNG stays tight
Goldman Sachs warned TTF and JKM could reach 105 euros and $35 if Gulf LNG exports remain constrained this winter.
21/09/2026 00:4220 min read
Geopolitics
Bessent and Greer describe US-China talks as productive; trade body goes live
Bessent called US-China talks 'very successful' as the Board of Trade became operational ahead of a Trump-Xi summit.
21/09/2026 00:1117 min read
Oil prices gain on Globex after Houthi missile strike on Riyadh
Oil prices rose on Globex after Houthi missile and drone attacks targeted Riyadh and an Aramco site.
20/09/2026 22:3117 min read
Trump urged Zelensky to stop refinery strikes over diesel, Axios reports
Trump repeatedly urged Zelensky to halt strikes on Russian refineries, citing diesel prices, according to Axios; Zelensky expects a Tuesday meeting.
20/09/2026 21:5115 min read
Ukraine strikes Moscow refinery in record drone assault, diesel markets watch
Ukraine struck Moscow's main oil refinery in its largest drone attack on the region, putting diesel supply in focus.
20/09/2026 21:0213 min read
US touts six-month Hormuz high as mine clearance pays off
US Central Command says Hormuz oil and LNG shipments hit a six-month high, crediting mine clearance, despite Iran's closure claims and Saudi air alerts.
20/09/2026 20:5115 min read
Crypto's Weekend Slide Sets Up Monday's Test
Crypto markets fell over the weekend as Houthi attacks on Saudi Arabia raised tensions, with Bitcoin dropping 0.9% and the total market cap down 4%.
20/09/2026 09:1112 min read
WTI crude falls $1.64 on optimism over Saudi supply bypasses
WTI crude oil settled lower at $95.60 as reports of Saudi bypass restoration and Hormuz transit ease supply fears.
18/09/2026 19:127 min read
EUR/USD bias remains bearish as focus turns to Trump-Gulf meeting
EUR/USD fell after the Fed's hawkish hold, with traders eyeing Trump's meeting with Gulf leaders and upcoming PMI data.
18/09/2026 13:3215 min read
Gold advances on de-escalation hopes from Trump-Gulf meet
Gold extends gains on de-escalation hopes ahead of Trump meeting on Iran.
18/09/2026 11:318 min read
US Treasury Sanctions BitBank Over IRGC Bitcoin Funding
The US Treasury sanctioned BitBank exchange for routing Bitcoin to Iran's IRGC, extending its crackdown on Iranian crypto infrastructure.
18/09/2026 07:5610 min read
US sanctions Iranian crypto exchange BitBank for IRGC-linked bitcoin transfers
US Treasury sanctioned Iranian crypto exchange BitBank for moving hundreds of millions in bitcoin to the IRGC.
18/09/2026 01:128 min read
Bullock warns Middle East-driven inflation risks now materialising
RBA Governor Bullock testified that inflation risks flagged in August are materialising, with Middle East conflict and AI boom pushing up prices.
17/09/2026 23:5318 min read
Trump nears major decision on Iran war, tells Axios
Trump tells Axios he is nearing a decision on resuming large-scale attacks on Iran, ahead of a meeting with Gulf leaders.
17/09/2026 22:1317 min read
JP Morgan: Six Months In, Oil Market Endgame Still Unclear
JP Morgan's own calculations indicate that the market is pricing in considerably more risk than the bank's fair value model can account for, with Brentβ¦
17/09/2026 22:0119 min read