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27.05.26 - 15:27
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Oil Tumbles As Tehran Pushes Draft Peace Framework While Sidestepping Uranium Question (ZeroHedge)
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Oil Tumbles As Tehran Pushes Draft Peace Framework While Sidestepping Uranium Question
Summary
Iran only having 'indirect' US contacts while asserting that enriched uranium is 'off the table' for negotiations: state TV says Tehran has a draft of the initial unofficial framework for MOU with US.
IRGC keeping up the rhetoric: warns that Iran would "turn the area from Chabahar to Mahshahr into a graveyard for aggressors" if the ceasefire collapses.
CENTCOM: "Clearly the Iranians are trying to hedge their bets here and put more pressure on the US."
Iranian president: "The main battleground today is the economic war."
Tabriz International Airport in northwestern Iran- which sustained heavy damage from airstrikes during the peak of the aerial bombings - is officially operational again, bringing restored airports to 20 reopened.
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US x Iran permanent peace deal by June 30, 2026?
Yes 50% · No 51%View full market & trade on Polymarket * * *
Oil Dumps...
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27.05.26 - 10:36
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Aluminum Supply Crisis Is About To Get Worse (ZeroHedge)
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Aluminum Supply Crisis Is About To Get Worse
Aluminum prices in London are up nearly 17% since the onset of the U.S.-Iran conflict, as a growing chorus of top commodity desks, including Mercuria, Goldman, JPMorgan, and others, warn that the market is facing a major supply shock.
That disruption, driven firstly by Middle East smelter outages and the Hormuz maritime chokepoint, is now colliding with new concerns that China may be forced to curtail output amid energy-use and emissions inspections, according to Bloomberg.
More color from the report:
Chinese authorities are now moving to rein in that over- production as inventories swell. A smelter in Baise, Guangxi province, has already cut output of molten aluminum, Mysteel wrote, without providing estimates of volumes affected. The steel and oil refining industries will also be targeted, the Ministry of Industry and Information Technology said in a statement on May 13.
Building on production cut risks in China, as it is the world's biggest pr...
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27.05.26 - 04:06
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Copper crunch hits components cost amid AI demand surge (Digitimes)
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Tight upstream copper concentrate supply has kept prices high despite rising exchange inventories, squeezing margins for electronics companies and prompting suppliers to pass costs on and cut low-margin output — developments that could push component prices higher worldwide as AI-driven demand accelerates consumption and firms stockpile materials across the manufacturing and infrastructure sectors....
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26.05.26 - 22:48
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US Steel Costs Impacted by War, Trade Deals (Bloomberg)
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Sam McKinney, KeyBanc Capital Markets vice president and equity research analyst, said that while US steel mills have mostly hedged rising electricity costs with long term contracts, they are impacted by increasing diesel prices to ship steel by truck and rail route. On the other side of the coin, steel hasn't seen a drop in value in in the face of the war, as investors look to steel stocks to hedge against inflation. (Source: Bloomberg)...
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