Choice Commodity Research

Sumeet Bagadia’s Desk : Stopped Out @ 397.30...Buy in Commodity ZINC|31AUG26 @ 398.30 SL 397.30 TGT 400.30

Sumeet Bagadia’s Desk:Buy ZINC|31AUG26 in Commodity @ 398.30 SL 397.30 TGT 400.30

*US Core CPI m/m* Actual : 0.2% Forecast : 0.2% Prev.: 0.0% Impact: Neutral for Bullion *US Core CPI y/y* Actual : 2.5% Forecast : 2.5% Prev.: 2.6% Impact: Neutral or Positive for Bullion *US CPI m/m* Actual : 0.1% Forecast : 0.1% Prev.: -0.4% Impact: Neutral for Bullion *US CPI y/y* Actual : 3.4% Forecast : 3.4% Prev.: 3.5% Impact: Neutral or Positive for Bullion *- Choice Broking*

Sumeet Bagadia’s Desk : Exit @ 267.00...Buy in Commodity NATURALGAS|26AUG26 @ 266.70 SL 263.70 TGT 272.70

Sumeet Bagadia’s Desk:Buy SILVERMIC|31AUG26 in Commodity @ 240388.00 SL 238500.00 TGT 244164.00

Sumeet Bagadia's Desk: Commodity Momentum Pick: Sell JEERAUNJHA- Sep @20895, Sell on rise 21060 for Target 19685 for stoploss of 21500.

Sumeet Bagadia’s Desk:Sell JEERAUNJHA|18SEP26 in Commodity @ 20895.00 SL 21500.00 TGT 19685.00

India Inflation Rises to 20-Month High India CPI (YoY) (Jul) Actual: 4.45% Expected: 4.50% Previous: 4.38% Negative for Rupee. -Choice Broking

Basemetal Update PBOC said financing for private firms remains uneven, with mid-sized companies facing limited funding options. The central bank will use re-lending incentives and market guidance to encourage lenders to increase credit access for private SMEs and mid-sized enterprises. Impact: Positive for Basemetal. -Choice Broking

Geopolitical Update Pakistani officials said the broader peace process has stalled but they hope it will resume soon. -Choice Broking

Sumeet Bagadia’s Desk : Book Full Profit @ 2405.00...Buy in Commodity RAINMUMBAI|28AUG26 @ 2345.00 SL 2300.00 TGT 2435.00

Copper Update Chile’s Cochilco expects 2026 copper production at 5.27 million tonnes, down 2.6% YoY. Meanwhile, Peru’s June copper output fell 4.7% YoY to 218,232 tonnes, highlighting tightening supply from two major global copper producers. Impact: Positive for Basemetal. -Choice Broking

Crude Oil Update IEA monthly report: Middle East oil exports peaked at about 20 mln bpd in early July, then fell to roughly 12 mln bpd later that month. Impact: Positive for Crude oil -Choice Broking

Sumeet Bagadia’s Desk : Stopped Out @ 180.30...Buy in Commodity CRUDEOIL|17AUG26 CE 8100.00 @ 209.80 SL 180.90 TGT 267.60

Sumeet Bagadia’s Desk:Buy NATURALGAS|26AUG26 in Commodity @ 266.70 SL 263.70 TGT 272.70