Choice Commodity Research

Sumeet Bagadia’s Desk : Stopped Out @ 224042...Sell in Commodity SILVERMIC|31AUG26 @ 221205 SL 224000 TGT 215615.00

*Daily LME Stock Update* London Metal Exchange inventories fell: aluminium down 2,000 tonnes; zinc down 425 tonnes; tin down 190 tonnes; lead down 1,125 tonnes; nickel down 618 tonnes; copper down 2,825 tonnes. Impact: Positive for Basemetal -Choice Broking

Sumeet Bagadia’s Desk : Stopped Out @ 260.5...Buy in Commodity CRUDEOIL|16JUL26 PE 6500.00 @ 281.7 SL 261 TGT 323.10

Sumeet Bagadia’s Desk:Buy CRUDEOIL|16JUL26 PE 6500.00 in Commodity @ 281.7 SL 261 TGT 323.10

Natural gas Update Natural gas prices gained support from hotter weather forecasts, expectations of a smaller-than-average storage build, stronger LNG export demand, and a slight decline in U.S. gas production, boosting the overall demand outlook. -Choice Broking

Aluminium Update Aluminum prices remained under pressure as easing Middle East tensions reduced supply concerns and strengthened the U.S. dollar. Improved tanker traffic through the Strait of Hormuz raised expectations of recovering Gulf exports, weakening premiums for immediate aluminum delivery. -Choice Broking

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in ALUMINIUM|31JUL26

Sumeet Bagadia’s Desk : Book Part Profit @ 327.35...Sell in Commodity ALUMINIUM|31JUL26 @ 328.1 SL 329 TGT 326.30

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in GOLDM|26JUN26 PE 139000.00

Sumeet Bagadia’s Desk:Sell ALUMINIUM|31JUL26 in Commodity @ 328.1 SL 329 TGT 326.30

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in LEAD|31JUL26

Sumeet Bagadia’s Desk:Sell SILVERMIC|31AUG26 in Commodity @ 221205 SL 224000 TGT 215615.00

Sumeet Bagadia’s Desk : Book Part Profit @ 1316...Buy in Commodity GOLDM|26JUN26 PE 139000.00 @ 1167 SL 960 TGT 1581.00

Rupee Update The Indian rupee strengthened to around 94.3 per dollar, supported by RBI intervention and a sharp decline in crude oil prices. Easing US-Iran tensions reduced energy costs, easing India's imported inflation concerns, while likely RBI intervention and supportive comments from Governor Sanjay Malhotra further aided the currency. -Choice Broking

Sumeet Bagadia’s Desk:Buy GOLDM|26JUN26 PE 139000.00 in Commodity @ 1167 SL 960 TGT 1581.00

MCX CRUDE OIL down by -1.5% MCX Silver down by -1.1% @210830

Sumeet Bagadia’s Desk:Buy RAINMUMBAI|29JUN26 in Commodity @ 2126 SL 2080 TGT 2218.00

US Crude Oil Inventories Actual: -6.1M Forecast: -3.9M Prev: -8.3M Impact: Positive for crude oil US Distillate Inventories Actual: 3.1M Forecast: -1.0M Prev: 1.0M Impact: Negative for crude oil US Gasoline Inventories Actual: 2.1M Forecast: -1.2M Prev: -0.9M Impact: Negative for crude oil

*US New Home Sales* Actual :580K Forecast : 638K Previous: 622K Impact : Positive for Bullions