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Hezbollah Strikes Add Lebanon Flashpoint to Middle East Energy Risk — What Fresh Escalation Means for Oil Markets

Israel's announcement of fresh strikes on Iran-backed Hezbollah infrastructure in southern Lebanon adds a significant new dimension to the Middle East geopolitical risk landscape that energy markets must price. While Lebanon is not a significant oil producer, Israeli-Hezbollah conflict has historically created risk premiums …

Vinay Lochav | 29 June 2026

US Natural Gas Production Averages 109.7 Bcf/Day in June 2026 — Steady Supply Supports Record LNG Export Ambitions

US dry natural gas production across the Lower 48 states averaged 109.7 billion cubic feet per day throughout June 2026, maintaining the stable output level that has characterised US natural gas supply since the high-price incentive environment of 2022–2023 prompted a sustained wave of …

Vinay Lochav | 29 June 2026

Oil Price War Avoided? How US-Iran Doha Talks Could End the Four-Month Energy Crisis and What It Means for Brent Crude

The US-Iran peace talks scheduled for Tuesday in Doha, Qatar carry the potential to fundamentally reshape the global oil market narrative that has dominated energy investing since hostilities began on February 28. A genuine diplomatic framework — one that provides credible guarantees for Strait …

Vinay Lochav | 29 June 2026

Gold Price Falls to $4,040/oz — Fed Rate Hike Fears and US-Iran Diplomacy Weigh on Safe-Haven Demand

Gold fell to $4,040 per ounce on Monday, extending a run of losses driven by two converging headwinds: rising expectations of Federal Reserve interest rate increases and the prospect of diplomatic resolution to the US-Iran conflict that has been a key geopolitical support for …

Vinay Lochav | 29 June 2026

Silver Price Tumbles Toward $58/oz — Near December 2025 Lows as Fed Rate Hike Fears and US-Iran Talks Erode Appeal

Silver declined toward $58 per ounce on Monday, hovering near its lowest level since December 2025 and on track for a monthly decline of over 20% in June — one of the sharpest single-month retreats for the precious metal in recent years. The scale …

Vinay Lochav | 29 June 2026

Copper Falls Toward $6.10/lb — Fed Chair Warsh Hawkish Tone Offsets Goldman Sachs Iran Conflict Demand Thesis

Copper futures declined toward $6.10 per pound on Monday, ending a brief two-day rebound as renewed Federal Reserve tightening concerns overwhelmed the tentative buying interest that had emerged following geopolitical developments in the Middle East. The metal's reversal reflects the broader industrial metals complex …

Vinay Lochav | 29 June 2026

Uranium Price Holds Near $85/lb — AI Hyperscaler Nuclear Deals and Government Policy Interest Provide Floor Amid Spot Buying Lull

Uranium futures in the US remained near $85 per pound in June, trading in a remarkably narrow range since early April as the market digested the unwinding of the speculative surge that had characterized earlier 2026 trading. The current consolidation phase reflects a transitional …

Vinay Lochav | 29 June 2026

UK Natural Gas Rises Past 100p/Therm — Hormuz Supply Fears and European Heatwave Boost Energy Prices

UK natural gas futures surged past 100 pence per therm on Monday, breaching the psychologically significant three-figure level as renewed supply concerns from the Middle East converged with a European heatwave that sharply lifted electricity demand and the gas-fired generation required to meet it. …

Vinay Lochav | 29 June 2026

Golden Pass LNG Record Feedgas Sets New US Export Benchmark — What It Means for Natural Gas Prices and Global Supply

The Golden Pass LNG facility in Texas is generating record feedgas flows in June 2026, serving as the primary catalyst behind US Gulf Coast LNG export terminal average daily flows rising to 17.3 billion cubic feet — up from 17.1 billion cubic feet in …

Vinay Lochav | 29 June 2026

Gold Price on Track for Fourth Monthly Loss — Fed Rate Hike Cycle and Peace Talks Combine to Pressure Bullion

Gold's fourth consecutive monthly loss — with a decline of over 10% in June alone pushing prices to $4,040 per ounce — represents one of the most sustained periods of precious metal weakness since the post-pandemic recovery phase. The streak reflects the intersection of …

Vinay Lochav | 29 June 2026
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