Choice Commodity Research

Sumeet Bagadia’s Desk : Stopped Out @ 322.00...Buy in Commodity CRUDEOIL|17SEP26 CE 8700.00 @ 343.10 SL 322.70 TGT 383.90

Sumeet Bagadia’s Desk:Sell SILVERMIC|30NOV26 in Commodity @ 235750.00 SL 237710.00 TGT 231830.00

Sumeet Bagadia’s Desk : Book Part Profit @ 346.90...Buy in Commodity ALUMINIUM|30SEP26 @ 346.00 SL 345.20 TGT 347.60

Sumeet Bagadia’s Desk:Buy ALUMINIUM|30SEP26 in Commodity @ 346.00 SL 345.20 TGT 347.60

Sumeet Bagadia’s Desk:Buy CRUDEOIL|17SEP26 CE 8700.00 in Commodity @ 343.10 SL 322.70 TGT 383.90

Crude Oil Update U.S. Energy Secretary Wright arrived in Venezuela, saying President Trump’s energy diplomacy is producing new energy agreements that will open doors for U.S. firms and strengthen energy security across the hemisphere, restoring U.S. leadership in energy. Impact: Negative for crude oil prices. -Choice Broking

Natural Gas Update Natural gas prices rose as persistent heat boosted power demand and LNG flows reached 18.3 bcfd. However, record Lower-48 production of 111.5 bcfd kept supplies ample, limiting further upside, while Tropical Storm Edouard caused no major disruptions. -Choice Broking

Dollar Update The dollar index rose above 99.7 to a three-week high as surging oil prices heightened inflation concerns and boosted Fed hike expectations. Markets now see a 70% chance of a rate hike, ahead of ADP and payrolls data. -Choice Broking

Gold - Silver gapped down by -1.25%, Crude oil up by +0.85%, NG by +1.40%

Global Market Heatmap The market heatmap shows solid gains across the energy sector, led by Crude Oil WTI (+0.72% at $90.87), Brent (+1.00% at $95.60), and Natural Gas (+1.72% at $2.9540). In contrast, precious and industrial metals are trading in the red, with Gold dropping 0.88% to $4357.90, Silver down 1.38% to $64.47, and Platinum falling 1.66%. Major global equity indices display mild downward pressure—with Nikkei 225 (-0.66%) and DAX (-0.53%) pulling back—while currency markets remain mostly flat with a slight firming in the US Dollar Index (+0.08%).

Crude Oil Update Oil prices jumped higher as renewed US-Iran tensions and attacks around the Strait of Hormuz raised concerns over supply disruptions. Brent crude moved above $96.60 -Choice Broking

Sumeet Bagadia’s Desk : Stopped Out @ 276.80...Sell in Commodity NATURALGAS|25SEP26 @ 273.50 SL 276.60 TGT 267.30

Sumeet Bagadia’s Desk:Sell NATURALGAS|25SEP26 in Commodity @ 273.50 SL 276.60 TGT 267.30

US ISM Manufacturing PMI Actual : 54.6 Forecast : 55.2 Prev.: 55.6 Impact :Negative for Base metals US ISM Manufacturing Prices Actual : 71.1 Forecast : 70.5 Prev.: 71.1 Impact : Positive for Base metals US JOLTS Job openings Actual: 7.27M Forecast: 7.33M Prev.: 7.36M Impact: Positive for Bullion

US ISM Manufacturing PMI Actual : 54.6 Forecast : 55.2 Prev.: 55.6 Impact :Negative for Base metals US ISM Manufacturing Prices Actual : 71.1 Forecast : 70.5 Prev.: 71.1 Impact : Positive for Base metals US JOLTS Job openings Actual: 7.27M Forecast: 7.33M Prev.: 7.36M Impact: Positive for Bullion

US Final Manufacturing PMI Actual : 53.9 Forecast : 53.3 Prev.: 53.2 Impact : Positive for Base metals

US Final Manufacturing PMI Actual : 53.9 Forecast : 53.3 Prev.: 53.2 Impact : Positive for Base metals