Oro

Japan to receive first Central Asian crude oil since Iran war started

Japan to receive first Central Asian crude oil since Iran war started Reuters

Gold and silver prices today, Monday, May 11: Gold and silver down this morning after Trump rejects Iran's peace plan

Why are oil prices not higher?

In short, America’s selling while China ain’t buying

Discounts on Russian Oil Widened for First Time Since Iran War

Discounts on Russia’s flagship crude widened for the first time since the start of the Iran war, as shifting expectations over a possible end to the Middle East conflict rattled oil markets.

India State Refiners Eye Modest Fuel Price Hike as Losses Mount

Indian state refiners are expecting a modest increase in retail fuel prices within days, as the government seeks to balance the impact of the ten-week war in the Persian Gulf and the needs of consumers.

Turkey's foreign minister to visit Qatar for talks on Iran war

Turkey's foreign minister to visit Qatar for talks on Iran war Reuters

Barrick Pledges Up to $3 Billion in Buybacks Ahead of IPO

Barrick Mining Corp.’s board has authorized the repurchase of as much as $3 billion of its shares, as the world’s third-largest gold producer woos investors before spinning off its North American assets later this year.

Fuel, munitions and food: the mounting toll of Trump’s Iran war

Conflict is reverberating across the US economy at cost of hundreds of billions of dollars in lost output

Shares of Indian jewellers slide after Modi urges pause on gold purchases to protect rupee

Shares of Indian jewellers slide after Modi urges pause on gold purchases to protect rupee Reuters

Bank of England’s Greene Waits on Iran War Before Backing Hikes

Bank of England rate-setter Megan Greene said it’s worth waiting to see how the Iran war develops before deciding whether to hike interest rates, as she warned the risks to inflation are “entirely on the upside.”

Thai Oil Taps Africa, Americas for Crude to Cut Mideast Reliance

Thailand’s largest refiner Thai Oil Pcl is turning to Africa and the Americas for crude, reducing its dependence on the Middle East to maintain stable domestic supply.

Volatility, not high prices, will define Big Oil’s next chapter

Volatility, not high prices, will define Big Oil’s next chapter Reuters

Oil Jumps as Trump Rebuffs Iran’s Offer

Oil surged after US President Donald Trump rejected Iran’s latest response to his proposal to end the war in the Middle East, prolonging the effective closure of the crucial Strait of Hormuz. Bloomberg's Anthony di Paola has more. (Source: Bloomberg)

UK Bond Yields Rise on Higher Oil Price, Political Risks

Aramco Warns of Long Oil Market Disruption

Saudi Aramco Chief Executive Officer Amin Nasser warned of a long disruption to oil markets from the near-closure of the Strait of Hormuz, while the company reported a jump in profit following higher prices and its ability to redirect exports via a pipeline bypassing the vital waterway. Bloomberg’s Anthony di Paola reports.

Goldman Sachs delays Fed cut outlook to December 2026 as Iran war drives US inflation

Goldman Sachs delays Fed cut outlook to December 2026 as Iran war drives US inflation Reuters

Hormuz closure extends well beyond oil to threaten Chinese EVs

Hormuz closure extends well beyond oil to threaten Chinese EVs Reuters

Modi Asks Indians to Stop Buying Gold, Hitting Jewelry Stocks

Prime Minister Narendra Modi has called on Indians to avoid buying gold for at least a year to preserve foreign-exchange reserves, a surprising appeal in a country where the metal plays a vital role in savings, weddings and religious festivals.

ECB to Hike Rates Twice in 2026 as Inflation Jumps, Survey Shows

The European Central Bank will raise interest rates twice this year as the Iran war drives inflation higher, a Bloomberg survey showed.

Europe’s oil majors reap up to $4.75bn from trading on Iran war volatility

Trading desks at BP, Shell and TotalEnergies outshine US rivals

How AI mania is disguising big companies’ hit from Iran war — in charts

Biggest groups have gained $5.4tn in value since conflict began — but semiconductor sector accounts for most of the gains

China April Auto Sales Drop as War Hits Demand for Gasoline Cars

China’s car sales fell 21.5% in April after deliveries of gasoline vehicles plunged due to the Iran oil shock, and electric car demand wasn’t strong enough to counter the slump.

La guerra en Irán y los vaivenes de Trump hacen de oro a la banca estadounidense en el arranque de 2026

Los elevados ingresos de las mesas de ‘trading’ han disparado los beneficios de las entidades en el primer trimestre

Gold falls on oil-driven inflation worries as US–Iran peace talks falter

Gold falls on oil-driven inflation worries as US–Iran peace talks falter Reuters

China Confirms Xi-Trump Summit That Was Delayed by Iran War

Beijing officially announced the date of Donald Trump’s state visit this week, publicly green-lighting the first US presidential trip to China in nearly a decade despite tensions over the Iran war.

UK jobs market cools as Iran war hits outlook, REC survey shows

UK jobs market cools as Iran war hits outlook, REC survey shows Reuters

Donald Trump to press China’s Xi about Iran war at summit

US president arrives in Beijing on Wednesday for his second in-person meeting with Chinese leader

Gold Falls as Trump Rejection of Iran Offer Fans Inflation Fears

Gold fell as President Donald Trump rejected Iran’s latest peace offer to end the 10-week conflict choking the Strait of Hormuz, fanning inflation fears as weekend clashes in the Middle East threatened a fragile ceasefire.

Oil Prices Rise as Prospects for U.S.-Iran Peace Deal Fizzle

Oil prices rose and stock futures ticked down as investors reacted after the two sides failed to agree on a U.S.-Iran peace deal.

US Stock Futures Slip as US-Iran Deal Hope Fades: Markets Wrap

US equity futures declined while the dollar rose against most major peers in early trading after President Donald Trump rejected Iran’s response to his latest proposal to end the war, likely prolonging the closure of the Strait of Hormuz. Oil climbed.

Oil Jumps After Trump Says Iran’s Peace Offer Is ‘Unacceptable’

Oil surged after US President Donald Trump rejected Iran’s latest response to his proposal to end the war in the Middle East, prolonging the effective closure of the crucial Strait of Hormuz.

Oil Market Runs Down Safety Cushion as Supply Shock Worsens

Jim Cramer has a blunt message on gold for investors

Introducing the ‘NACHO’ trade: How Wall Street is betting on higher oil prices and persistent inflation

Bond Traders Brace for Inflation Data as Fed’s Powell Era Ends

Investors are awaiting a key inflation report to gauge how long the Federal Reserve — under Kevin Warsh — can afford to hold interest rates steady as Middle East turmoil keeps oil prices elevated.

Latvian defence minister resigns after Ukrainian drones hit oil tanks

Latvian defence minister resigns after Ukrainian drones hit oil tanks Reuters

Why One Fund’s $4 Million Centerra Gold Exit Looks Like Profit-Taking Amid a 150% Rally

Centerra Gold Shareholders Back Board Slate, KPMG and Executive Pay at Annual Meeting

How much is the Iran war affecting US inflation?

Market Questions is the FT’s guide to the week ahead

Aramco CEO warns 1 billion barrels lost will slow oil market recovery

Aramco CEO warns 1 billion barrels lost will slow oil market recovery Reuters

US Awaits Iran Reply as Aramco Says Hormuz Opening No Quick Fix

The wait stretched on for Iran’s response to a US proposal to end 10 weeks of war, as the world’s largest oil company warned it would take months for the market to return to normal even if the Strait of Hormuz reopened immediately.

Saudi Aramco reports higher profits despite Iran war

East-west pipeline allows oil company to circumvent the Strait of Hormuz and keep pumping