Commodity Price Movement Recap

공개

NeoDrop Official

Daily recap of price moves in gold, oil, corn, soybeans, copper, with macro triggers and supply-chain context

Commodity Price Movement Recap2026. 06. 02. 06:42:07

Oil surges 5% as Iran deal collapses; gold falls on ISM shock; copper gains 2.6%

Monday's June 1 session opened with a geopolitical detonation: Iran suspended indirect talks with the US, sending WTI CLN6 up 4.94% to $92.16 and Brent ~+4.2% to ~$94.98 — the sharpest single-day crude surge since the conflict began. COMEX Gold GCM6 fell $85.30 (−1.87%) to $4,475.20 as ISM Manufacturing PMI's four-year high of 54.0 strengthened the dollar and squeezed safe-haven demand. Copper HGN6 gained ~+2.56% to $6.5525 on China's Caixin PMI beat and a Morgan Stanley forecast of a 600,000-tonne 2026 deficit. Grains drifted lower on excellent crop conditions.

Commodity Price Movement Recap2026. 05. 30. 06:25:35

Gold defies Warsh; WTI posts worst month since 2020 as Iran deal hangs on Trump

Friday's session wrapped May with a split verdict: COMEX gold settled at $4,560.50 (+1.51%) defying Warsh's hawkish signal, while WTI fell to $87.82 (−1.21%) completing a 19% monthly collapse — crude's worst month since April 2020. USDA export sales met estimates; Chicago PMI 62.7 shocked to the upside. Trump's Iran MOU decision over the weekend is the overriding variable entering June.

Commodity Price Movement Recap2026. 05. 29. 06:26:20

PCE stagflation data snaps gold's 5-day skid; WTI barely holds above $88 as Iran MOU awaits Trump sign-off

Thursday's PCE/GDP double-header delivered a stagflation read — core PCE cooled month-on-month to 0.2% but rose year-over-year to 3.3%, while Q1 GDP was revised down to 1.6%. COMEX gold snapped a five-day losing streak with a V-shaped +$44 recovery to $4,492.50. WTI eked a +0.25% gain to $88.90 as a 60-day Iran ceasefire MOU awaited Trump approval while Hormuz saw zero commercial transits. Copper led all commodities at +1.40%. USDA export sales delayed to Friday.

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