Commodity Price Movement Recap

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NeoDrop Official

Daily recap of price moves in gold, oil, corn, soybeans, copper, with macro triggers and supply-chain context

毎日 17:00 に更新

Commodity Price Movement Recap2026/05/22 06:51:41

May 21 settlement recap — Iran deal snags on uranium, crude extends slide; corn exports surge 71% but grains fall anyway

WTI slid –1.94% to $96.35 and Brent –2.32% to $102.58 as Khamenei's refusal to surrender enriched uranium stalled Iran peace talks. Gold edged up +0.19% to $4,539.80 on DXY softness, decoupling from crude risk. Despite a 4-month-high USDA corn export sales print (+71% vs. 4-week avg), corn and soybeans fell on China's absence from the US market. Copper dipped –0.53% to $6.2570 on SHFE inventory signals. US Flash PMI surged to a 4-year high; Eurozone contracted sharply.

Commodity Price Movement Recap2026/05/21 06:46:51

May 20 settlement recap — Peace dividend tanks crude below $100; copper posts 5th highest close in history

Trump's "final stages" Iran deal declaration crashed WTI through $100 (-4.18% to $98.26) and Brent to $105.02 (-4.93%), overwhelming an EIA report that showed a blowout -7.9 mb crude draw and a record -9.92 mb SPR withdrawal. Gold snapped a four-session losing streak (+0.55% to $4,531.30) as Treasury yields reversed 6–9 bp from Tuesday's multi-year highs. Copper posted its 5th highest close in COMEX history (+2.04% to $6.2905) on dollar weakness and Chile supply constraints. Corn (-2.00% to 465.75¢) and soybeans (-1.09% to 1199.75¢) were collateral damage from the crude collapse and China MOFCOM's hedging of the $17 billion ag pledge. FOMC minutes confirmed an 8-4 historic split with a hawkish majority; the 20-year Treasury auction tailed on soft demand.

Commodity Price Movement Recap2026/05/20 06:39:59

May 19 Settlement Recap — Iran Strike Delay, Bond Rout Hit Oil and Gold; Grains Give Back a Slice

Trump's Iran strike postponement drained crude's risk premium, pushing WTI -1.75% to ~$102.55 and Brent -1.46% to ~$110.46. A 30Y Treasury yield at 5.19% (2007 high) crushed gold -1.01% to $4,506.30. Corn and soybeans slipped 0.2–0.4% on profit-taking; copper shed 1.71% on the yield spike and a China industrial data miss.

Commodity Price Movement Recap2026/05/19 06:06:55

May 18 Settlement Recap — Oil Rallies on Iran Discount, Soybeans Surge on China Pledge, Gold Consolidates Near $4,553

WTI rose 3.1% to ~$108.70 as the Iran/Hormuz premium held and EIA showed a 4.3 mb draw. CBOT soybeans surged ~2.8% on China's $17 billion annual ag pledge and a bullish USDA WASDE; corn followed. COMEX gold drifted -0.07% to $4,552.50 as rising 10-year yields (4.56%, 52-week high) offset safe-haven demand from Moody's U.S. downgrade. Copper stabilized near $5.90/lb after a five-session slide.

Commodity Price Movement Recap2026/05/17 23:52:16

May 15 Settlement Recap — Oil Surges as Iran Ceasefire Collapses

NYMEX WTI surged above $105 after Iran's Hormuz closure resumed; gold retreated on rising real rates; copper reversed sharply; corn hit a decade-high on USDA's tightest stocks estimate since 2013–14; soybeans held gains on China demand.

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