London Stock Exchange Group
July 13, 2026
Inside Commodities
Daily UpdateCommoditiesEquitiesEnergyMaterials
Tensions in the Strait of Hormuz have escalated following renewed US-Iran strikes, disrupting oil and LNG supply chains. Simultaneously, agricultural markets are reacting to weak USDA harvest forecasts and logistical disruptions in the Sea of Azov.
Key Takeaways
- 1.Renewed US-Iran strikes and tensions in the Strait of Hormuz have significantly reduced vessel traffic to multi-week lows.
- 2.USDA forecasts the smallest US wheat harvest since the 1970/1971 marketing year.
- 3.Russian-origin aluminium stocks in LME warehouses reached 95% of total available inventories in June.
Table of Contents
- Top News - Oil
- Top News - Agriculture
- Top News - Metals
- Top News - Carbon & Power
- Top News - Dry Freight
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Authors
Dhanya
Securities
VAUICE Brent
Themes
Agricultural scarcityGeopolitical conflict in the Middle EastSupply chain disruption
Regions
Middle EastAsia PacificEuropeUnited StatesIranChina