BNY’s Geoff Yu notes that Brent has retreated slightly below $100 but remains supported by renewed Middle East tensions, Red Sea and Strait of Hormuz disruptions, and Kazakhstan’s export halt. Institutional flows show high-conviction re-accumulation of energy exposure from a still-depleted base.

TradingKey - A contínua escalada do conflito entre os EUA e o Irã impulsionou um rali unilateral nos preços do petróleo, com os contratos futuros de petróleo WTI retornando a US$ 90 e os contratos fut

West Texas Intermediate (WTI) eases on Friday as traders lock in profits following a 6% jump the previous day. However, the widening Middle East war limits the downside as supply risks intensify around two major energy-shipping routes, the Strait of Hormuz and Bab el-Mandeb.

Silver (XAG/USD) trades around $58.55 at the time of writing on Friday, up 2.24% on the day, benefiting from a modest pullback in the US Dollar (USD) following its recent rally.

Gold (XAU/USD) steadies on Friday after falling nearly 2% the previous day, as surging Oil prices fueled expectations that the Federal Reserve (Fed) may need to raise interest rates amid a worsening inflation outlook.

Silver prices (XAG/USD) rose on Friday, according to FXStreet data. Silver trades at $58.40 per troy ounce, up 1.98% from the $57.27 it cost on Thursday.

ING’s Warren Patterson and Ewa Manthey report that Gold has come under pressure as higher Oil prices stoke inflation concerns and push yields and the US Dollar higher.

TradingKey - Na sessão asiática de 24 de julho, os preços do ouro ( XAUUSD) recuaram continuamente durante as negociações intradiárias, aproximando-se brevemente da marca de US$ 4.000. Analisando o gr

OCBC’s Sim Moh Siong and Christopher Wong note Gold has retreated back toward USD 4,040/4,050 after briefly trading above 4,160 as Brent surged past USD100 and the Dollar and US yields climbed.

West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $90.05 during the early European trading hours on Friday. WTI tumbles as traders book some profits.

West Texas Intermediate (WTI) oil price halts its three-day winning streak, trading around $90.20 per barrel during the Asian hours on Friday. However, WTI crude price is on track to surge over 10% this week.

US President Donald Trump said that the US would hold Iran responsible for the Houthis’ actions and warned that Iran and its Houthi allies would both soon receive a “major military punishment,” Reuters reported on Thursday. 

BNY’s Geoff Yu argues that Oil near $95 is a shock for Asian energy importers but not a trigger for a broad balance-of-payments crisis.

Silver price dives over 3.80% on Thursday as the precious metals segment tumbles amid overall US Dollar strength and heightened risk aversion amid heightened tensions in the Middle East. The XAG/USD trades at $57.62 after hitting a weekly high of $60.94.

Gold price (XAU/USD) losses nearly 2% on Thursday as the US Dollar stages a comeback amid growing speculation that the White House may continue its campaign against Iran, which seems poised to prolong the Gulf War. The XAU/USD trades below $4,050 after falling from a two-day high above $4,100

Crude Oil is staging the kind of one-day advance that usually arrives strapped to a flash headline, and the wires have duly supplied several, but the tape refuses to behave like a reaction.

West Texas Intermediate (WTI) crude Oil rallies more than 5% on Thursday as rising tensions in the Middle East deepen supply risks. At the time of writing, WTI trades around $90.35 per barrel, its highest level since June 11.

Rabobank’s Florence Schmit notes TTF natural gas has risen above €60/MWh as Middle Eastern supply disruptions intensify.

BNY's Geoff Yu highlights that Brent has surged into the high $90s as Houthi attacks and U.S.-Iran escalation raise disruption risks around the Strait of Hormuz and Red Sea. Bond markets are treating this as an inflation shock, with higher yields and tighter financial conditions.

Gold (XAU/USD) trades lower on Thursday, snapping a four-day rally.

Gold (XAU/USD) loses ground on Thursday, snapping a four-day winning streak as the US Dollar (USD) rebounds, while Oil prices extend their gains on rising tensions in the Middle East. At the time of writing, XAU/USD trades around $4,090 after hitting a two-week high of $4,165 on Wednesday.

TradingKey - Em 23 de julho, os preços internacionais do petróleo continuaram a subir acentuadamente. O petróleo bruto WTI ( USOIL) superou a marca de US$ 90 no intradia, subindo mais de 4%, enquanto

Silver prices (XAG/USD) fell on Thursday, according to FXStreet data. Silver trades at $58.84 per troy ounce, down 1.67% from the $59.83 it cost on Wednesday.

TD Securities’ Bart Melek notes that Gold has rebounded on dip buying and short covering after key technical support held, with prices near $4,150/oz.

West Texas Intermediate (WTI), futures on NYMEX, extends its winning streak for the fifth trading day on Thursday, is up over 3% at around $88.60 during the European trading session.

Lloyd Chan at MUFG underscores escalating US–Iran tensions and threats to energy infrastructure and shipping through the Strait of Hormuz and Bab el-Mandeb.

West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $87.50 during the early European trading hours on Thursday.

Gold prices remained broadly unchanged in India on Thursday, according to data compiled by FXStreet.

Silver (XAG/USD) attracts fresh buyers near the $58.25-$58.20 zone during the Asian session on Thursday, stalling the previous day's modest pullback from the $61.00 neighborhood, or an over two-week high.

The Houthis, the Iran-backed group in Yemen, on Thursday claimed an attack on two Saudi oil tankers transiting through the Red Sea, identified as ENCELA and LAYLIA, saying the vessels violated ‌the ‌naval blockade imposed ‌by the group on Monday, the Guardian reported.