MARKETS
COMMODITIES

China Blacklists MP Materials and USA Rare Earth as Minerals Fight Escalates
Beijing is targeting two pillars of the US rare-earth strategy

Hormuz Tanker Traffic Jumps as US-Iran Deal Begins Reopening Oil Route
Tanker traffic is finally beginning to recover Commercial oil traffic

Goldman Cuts Gold Target by $500 as No 2026 Fed Cuts Reshape the Bullion Outlook
Goldman is still bullish on gold, just less aggressively so

Oil Has Fallen on Iran Deal Hopes, but the Market Is Still Far From Normal
The market liked the deal headline, but oil is not
