Producers are rushing to hedge amid exploding natural gas prices, with the Henry Hub natural gas price for February doubling. This has significant implications for the natural gas market, with potential increases in prices and production. The event has a positive sentiment, with a potential increase in natural gas prices.

Producers Rush to Hedge amid Exploding Natural Gas Prices

The article reports on gold's record-breaking run, stating that it has extended its gains and is now trading above $5,400/oz. The article does not provide any specific predictions or forecasts, but rather reports on the current market situation. The article notes that gold's price is likely due to the uncertainty in the market, which is causing investors to seek safe-haven assets.

Gold extends record run, races past $5,400/oz

The global energy and commodity markets are thrown into turmoil after joint US-Israeli military strikes on Iran. The closure of the Strait of Hormuz, the world's most critical oil chokepoint, has caused a significant disruption in oil supply. Crude oil prices have surged over 7% at Monday's market open, with Brent crude futures climbing to $82.37 a barrel. The impact of this disruption is particularly acute for India, which imports close to 90% of its crude requirements and has a significant dependence on imported crude. The prolonged tensions are likely to push up logistics and marine insurance costs, disrupt Gulf shipping routes, and weigh on the rupee.

Crude Jumps 7%, Gold Hits Record as US-Israel Strikes on Iran Choke World's Most Critical Oil Route

The escalating war in the Middle East has led to a significant surge in oil prices, with Brent crude jumping 13% to around $82 a barrel. This has resulted in a rise in gold prices as investors move into perceived safe havens. The US dollar has also strengthened, while the Swiss franc has edged higher against other major currencies. The Australian dollar has led declines among risk-sensitive currencies. The market is now confronting an expanding military operation in Iran and the surrounding region, which is threatening global maritime shipping and restricting travel. Oil and inflation impacts have become the market's top concern, after US stocks posted their steepest monthly fall since April last month.

Oil jumps 13% at the open as Middle East war intensifies, stocks slip

The Coming LNG Supply Wave Is Good News for Europe

The article highlights the growing gap between fossil fuel use and discoveries, indicating a potential decline in production. According to Rystad Energy, just 25-30% of the oil consumed each year is offset by new discoveries. The article notes that this trend has been ongoing for a long time and that production can continue to rise for some time before the lack of discovery leads to lower production. This news is likely to have a significant impact on the market, potentially leading to a trend reversal or a correction.

The Growing Gap Between Fossil Fuel Use and Finds

The article reports on Lukoil's request for aid from the Russian government due to steep discounts on oil sales. The company is facing supply chain disruptions, which are affecting oil prices. The article provides information on the current market situation and the potential impact on oil prices.

Lukoil Asks Moscow for Aid as Oil Sells at Steep Discounts

Gold and silver prices surged sharply on March 2, 2026, driven by escalating tensions between Iran and Israel, which amplified geopolitical risks. Gold rose **5.34%** (₹8,471/10g) and silver **9.09%** (₹24,181/kg) on the MCX, reflecting heightened demand for safe-haven assets. Experts attribute the rally to rising US-Iran conflict risks, inflationary pressures from potential crude oil disruptions, and sustained long-term fundamentals. While short-term volatility is expected, analysts like Prithviraj Kothari and Rajeev Sharan emphasize that escalation risks will likely keep prices elevated. Investors are advised to hold long-term positions, with staggered buying recommended during dips. The gold-to-silver ratio (56.57) suggests silver remains relatively undervalued, reinforcing its appeal for diversified portfolios.

Gold and silver prices see sharp rise amid Iran-Israel War: Should you book profit or stay invested?

The article reports that oil and gold prices have risen due to concerns over the Middle East situation following the US-Israeli attacks on Iran. Japan imports 90% of its crude oil from the Middle East, leading investors to buy oil futures. Gold is seen as a safe-haven asset, and its price has increased. The article quotes an economist at Nomura Securities Co. stating that the attack was larger than expected and that there are conflicting news reports on a Strait of Hormuz blockade. The article suggests that the market reaction is driven by the probability that traffic through Hormuz remains constrained, and that Brent crude could move towards triple digits if the strait is effectively shut for a sustained period.

Japan Oil, Gold Futures Rise amid U.S.-Israel Attacks on Iran

Analysts warn that the US-Israel war with Iran could drive oil prices up to $100 a barrel. Wood Mackenzie predicts higher oil and gas prices, and tanker traffic has been halted due to Iran's warning. The key to preventing prices spiking higher is reopening the Strait of Hormuz to traffic. The Iranian navy is likely too weak for a full blockade, but partial disruption could push prices to $90 or above. The surge in oil price may make it harder for central banks to cut interest rates as quickly as hoped.

Oil could be driven over $100 a barrel by Iran conflict, analysts warn, as FTSE 100 falls 1% – business live

China's crude hoarding has supported oil prices in 2025. The country accelerated its crude stockpiling, absorbing part of the additional supply that producers put on the market. Despite the easing of OPEC+ cuts and the continued flow of sanctioned barrels, oil prices remained steady at around $60 per barrel. China's actions have helped to prop up oil prices, which may have a positive impact on the oil industry.

China’s Crude Hoarding Is Propping Up Oil Prices

Mexico's new refinery, Dos Bocas, has started to reduce fuel imports from the US. The refinery was built to boost Mexico's energy independence and has finally started to achieve its goal. The decline in fuel imports is a positive development for the US energy sector, which has been affected by Mexico's increasing energy self-sufficiency. The impact of this development on oil prices is yet to be determined.

Mexico’s Dos Bocas Refinery Starts Biting Into U.S. Fuel Exports

The US has become the largest producer of natural gas, with production increasing by 123% since 2006. The country has also become a net exporter of natural gas, with exports via LNG and pipeline spiking to a record in 2025. This has led to a significant decrease in the price of natural gas, making US LNG competitive on the global market. The low price of natural gas has also led to a decrease in the demand for electricity, with natural gas accounting for 40% of total power generation in the US in 2025.

Drill Baby Drill for 20+ Years: US Natural Gas Production Jumps to Record, Exports via LNG & Pipeline Spike to Record in 2025

The ongoing US-Iran conflict has led to a surge in crude oil prices, causing a broad-based sell-off in the Indian stock market. Defence stocks, however, have seen a significant jump as investors bet on increased defence spending. The conflict has also led to airspace closures, affecting airlines and travel-related businesses. The Commerce Ministry is reviewing the potential impact of regional tensions on trade. Iran has rejected any negotiations with the US, and the Pentagon has confirmed the first US combat deaths since the offensive began.

US Iran War LIVE Updates: Defence Shares Jump, Markets Under Pressure

Global markets are in turmoil following a military operation in the Middle East, leading to higher oil prices and increased uncertainty. The conflict has heightened fears of a prolonged war, which could disrupt global fuel supplies and lead to inflationary pressures. Energy analysts warn that sustained disruptions to Middle East shipping lanes could have profound effects on global fuel prices, exacerbating inflationary pressures. The US military operation has also triggered a sharp shift in global financial markets, with investors seeking safe-haven assets and gold prices surging amid fears of geopolitical risk. The coming days will be critical in shaping the trajectory of the conflict and its economic fallout.

US Troops Killed in Iran Conflict as Oil Prices Surge and Global Markets Tumble

Brazil’s First Major Energy M&A of 2026 Puts Brava Energia on the Map

Trump's recent comments on Iran have kept oil bulls in control, despite the uncertainty surrounding the situation. The OPEC+ group is expected to maintain its oil production policy unchanged this weekend and affirm a pause in output hikes in March. This decision is likely to have a moderate impact on the oil market, as it will help to stabilize prices and reduce the risk of oversupply. However, the decision may also be influenced by geopolitical developments, such as the situation in Iran and Venezuela, which could impact supply from OPEC members.

Trump's Whiplash Iran Rhetoric Keeps Oil Bulls in Control

Oil options are primarily used for risk management, particularly by producers who buy puts to secure revenues and margins. The article explains why oil behaves the way it does, highlighting the importance of understanding options and hedging flows. It also discusses the impact of gamma on oil prices and the role of producer hedging in shaping price action.

Why Oil Reacts Violently at “Random” Levels

The geopolitical shock in Venezuela may lead to an increase in gold, silver, and oil prices. The situation is volatile, and investors are advised to be cautious. The potential impact on the market is significant, and traders should be prepared for any eventuality. The shock may lead to a decrease in investor confidence, resulting in a decline in prices. However, the extent of the impact is difficult to predict, and market analysts are closely monitoring the situation.

Geopolitical shock in Venezuela may lift gold, silver and oil in first full week of 2026 - Moneycontrol

EU Faces Hard Choices after LNG “Wake-Up Call”

The US has become a large exporter of value-added petroleum products, including diesel and gasoline. US oil production has hit a record, with net exports surging and imports declining. This shift in energy dynamics has created advantages for the US economy, including relatively cheap and reliable energy for transportation and commercial uses. The US is now the largest oil producer in the world and has become a major exporter of crude oil and petroleum products. This is a significant change from the 1970s, when the US was dependent on oil imports from OPEC.

Oil Jumps, but It’s Not the 1970s anymore: US Crude Oil Production Hits Record, Net Exports Soar, Imports Decline

The US-led Israel war on Iran has caused significant market volatility, leading to a surge in gold and silver prices. The war has created uncertainty and fear among investors, driving them to seek safe-haven assets. The price of gold has increased by 5,283.00, while silver has risen by 1,302.00. The war's impact on the global economy and oil prices remains to be seen. The market is closely watching the situation, and any further developments could lead to significant price movements.

Gold, silver zoom as US-led Israel war on Iran rattles West Asia

Escalating tensions between the US and Iran have jolted energy markets and revived inflation concerns. Investors remain divided over whether the flare-up will prove short-lived or evolve into something more destabilizing. The Strait of Hormuz is a critical risk, with around 20 million barrels per day of oil and nearly a fifth of global liquefied natural gas supply transiting through it. A disruption lasting days could be absorbed through storage drawdowns, but a closure measured in weeks would deplete buffers and could push crude well into triple digits. The Bank of England estimates that a 10% rise in Brent typically adds 0.2 to 0.3 percentage points to UK inflation.

Geopolitical tension injects volatility into markets

The US and Israel launched widespread strikes on Iran, killing Iran's Supreme Leader Ayatollah Ali Khamenei and several other military and political leaders. Iran responded by launching hundreds of missile and drone attacks at virtually every country in the Middle East. Gold was recently up around $152 an ounce to $5,400, while crude oil was up 8% to $72.51 a barrel. US natural gas prices rose around 5%, while European nat gas surged 28%. The conflict could send oil prices up 20% and exacerbate problems in credit markets.

Market Minute 3/2/26: Stocks Slide, Gold & Oil Soar on Iran Strikes

The recent military strikes by the US and Israel against Iran have led to a surge in precious metals, with gold reaching $5,406 per ounce. The conflict has also caused oil prices to rise, with Brent crude increasing by 2.4%. Analysts expect gold to reach $5,595 and $6,000 before 2026 concludes. The current situation has led to a shift in market sentiment, with investors moving away from equities and towards defensive assets. The US dollar has strengthened, but gold and oil have defied this trend, showing that they are the true hard currency during this period.

Gold Surges Past $5,400 as Iran Conflict Triggers Safe-Haven Rally

The US stock market and global markets experienced a significant downturn due to the conflict in the Middle East. Oil prices surged, driving up inflation concerns and impacting interest rates. The Bank of England is less likely to cut interest rates, while policymakers are concerned about the impact of high interest rates on the economic recovery. The conflict has disrupted trade and affected various industries, including the cruise industry. The situation is volatile, and the outcome uncertain.

Wall Street joins global sell-off as Iran war drives up oil and gas prices

The Middle East is engulfed in a full-scale military conflict, causing financial markets to tremble. The situation has sparked concerns about global stability and local economies. As a result, commodity markets are experiencing volatility, with Brent crude oil prices surging nearly 6% and safe-haven assets like gold seeing an uptick. The US Dollar Index is also showing strength, reflecting investors' shift towards safer currencies. The international community is watching closely, hoping for de-escalation while preparing for the worst in this increasingly fraught geopolitical environment.

Financial markets tremble over Middle East tensions

Oil prices rose on Monday due to military conflict in the Middle East. Brent jumped 6.4% to $77.57 a barrel, while US crude climbed 6.2% to $71.17 a barrel. The conflict has threatened to upend a global economic recovery and reignite inflation. Analysts expect a significant upward repricing of oil unless de-escalation signals emerge swiftly.

Oil surges, stocks slide as conflict grips Middle East

Commodities on MCX witnessed a sharp rally due to escalating tensions in the Middle East. Gold and silver gained on safe-haven demand, while crude oil recorded the strongest move as traders priced in potential supply disruptions. Natural gas also gained amid fears of LNG shipment interruptions. Markets are expected to remain highly sensitive to further geopolitical headlines and shipping developments in the Gulf region.

Commodities on MCX: Gold up 3.13%, silver up 2.85%, crude oil up 5.81%, natural gas up 2.06% and more

The stock market declined by 1,000 points, affecting commodity prices. Brent oil prices rose by 391 dollars, while gold prices increased by 4,658 dollars. However, the overall sentiment is bearish due to the stock market decline. This news may have a moderate impact on commodity prices in the next 24-48 hours. The Indian rupee depreciated against the US dollar, which may also impact commodity prices. The Reserve Bank of India (RBI) and the Securities and Exchange Board of India (SEBI) may need to intervene to stabilize the market. The market may experience a trend reversal in the short term.

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