Choice Commodity Research

Natural Gas Update Natural gas prices rose amid Strait of Hormuz tensions, stalled US-Iran talks, UAE nuclear facility attack, disrupted LNG supplies, and growing concerns over Europe’s winter energy storage needs. -Choice Broking

Rupee Update The Indian rupee stayed near record lows around 96.1 per dollar amid rising US yields, higher crude oil prices, geopolitical tensions, weak market sentiment, and slowing domestic economic conditions. -Choice Broking

China New Home Prices m/m Actual: -0.19% Previous: -0.21% China Fixed Asset Investment ytd/y Actual: -1.6% Expected: 1.7% Previous: 1.7% China Industrial Production y/y Actual: 4.1% Expected: 6.0% Previous: 5.7% China Retail Sales y/y Actual: 0.2% Expected: 2.0% Previous: 1.7% China Unemployment Rate Actual: 5.2% Expected: 5.3% Previous: 5.4% Negative for Base metal

MCX CRUDEOIL prices open +2.7% up @10366

Global Commodity Market Heatmap Global markets traded mostly negative, with major indices like DJIA, S&P 500, Nasdaq, Nikkei 225, DAX, and Euro Stoxx closing lower, reflecting weak investor sentiment. Volatility rose as VIX gained around 2.6%. In commodities, crude oil remained strong with WTI above $103 and Brent near $111 amid supply concerns. Natural gas and gasoline also gained. Precious metals were weak as gold, silver, platinum, and copper declined, while palladium also slipped. Among soft commodities, cocoa, coffee, orange juice, and sugar saw heavy selling pressure, whereas cotton and lumber edged higher. Grains remained firm with gains in soybeans, corn, wheat, and oats. Bond prices weakened slightly across US Treasury yields, while the US Dollar Index stayed firm near 99. Bitcoin dropped sharply over 3%, trading around 76,825.

Sumeet Bagadia’s Desk : Exit @ 274600...Buy in Commodity SILVERMIC|30JUN26 @ 273844 SL 271490 TGT 278552.00

Sumeet Bagadia’s Desk:Buy SILVERMIC|30JUN26 in Commodity @ 273844 SL 271490 TGT 278552.00

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in ZINCMINI|29MAY26

Sumeet Bagadia’s Desk : Exit @ 201.85...Sell in Commodity LEAD|29MAY26 @ 201.9 SL 202.7 TGT 200.30

Sumeet Bagadia’s Desk : Exit @ 377.9...Sell in Commodity ALUMINIUM|29MAY26 @ 378.2 SL 379 TGT 376.60

Sumeet Bagadia’s Desk:Sell LEAD|29MAY26 in Commodity @ 201.9 SL 202.7 TGT 200.30

Sumeet Bagadia’s Desk : Stopped Out @ 362...Buy in Commodity ZINC|29MAY26 @ 362.7 SL 362 TGT 364.10

Sumeet Bagadia’s Desk:Sell ALUMINIUM|29MAY26 in Commodity @ 378.2 SL 379 TGT 376.60

Sumeet Bagadia’s Desk:Buy ZINC|29MAY26 in Commodity @ 362.7 SL 362 TGT 364.10

Sumeet Bagadia’s Desk : Stopped Out @ 379...Sell in Commodity ALUMINIUM|29MAY26 @ 378.25 SL 379 TGT 376.75

Sumeet Bagadia’s Desk:Sell ALUMINIUM|29MAY26 in Commodity @ 378.25 SL 379 TGT 376.75

Sumeet Bagadia’s Desk : Book Part Profit @ 362...Sell in Commodity ZINCMINI|29MAY26 @ 363.4 SL 365.05 TGT 360.10