Choice Commodity Research

Daily LME Stock Update LME inventories: copper down 1,250 tonnes, zinc up 2,275 tonnes, nickel down 54 tonnes, aluminium unchanged, lead down 1,600 tonnes. -Choice Broking

Sumeet Bagadia’s Desk : Stopped Out @ 275.00...Buy in Commodity CRUDEOIL|17SEP26 CE 7800.00 @ 306.00 SL 276.00 TGT 366.00

Sumeet Bagadia’s Desk:Buy ALUMINIUM|30SEP26 in Commodity @ 345.65 SL 344.80 TGT 347.35

Sumeet Bagadia’s Desk : Exit @ 253706.00...Sell in Commodity SILVERMIC|30NOV26 @ 254423.00 SL 256420.00 TGT 250429.00

Sumeet Bagadia’s Desk : Target Achieved @ 161301.00...Sell in Commodity GOLDM|04SEP26 @ 161806.00 SL 162055.00 TGT 161308.00

Sumeet Bagadia’s Desk : Book Part Profit @ 161604.00...Sell in Commodity GOLDM|04SEP26 @ 161806.00 SL 162055.00 TGT 161308.00

Sumeet Bagadia's Desk: Exit in Natural Gas spread

Sumeet Bagadia’s Desk:Sell SILVERMIC|30NOV26 in Commodity @ 254423.00 SL 256420.00 TGT 250429.00

Sumeet Bagadia’s Desk:Sell GOLDM|04SEP26 in Commodity @ 161806.00 SL 162055.00 TGT 161308.00

Aluminium Update The World Bureau of Metal Statistics reported global primary production at 6.0924 million tons in June, against consumption of 6.0602 million tons — leaving a surplus of 32,200 tons, according to the latest WBMS data release. Impact: Negative for Aluminium. -Choice Broking

Sumeet Bagadia’s Desk:Buy NATURALGAS|23SEP26 CE 280.00 in Commodity @ 11.05 SL 8.50 TGT 16.15

Sumeet Bagadia’s Desk:Buy CRUDEOIL|17SEP26 CE 7800.00 in Commodity @ 306.00 SL 276.00 TGT 366.00

Zinc Update MCX Zinc prices trading at all time high while LME zinc also hit a 4-year high of $3,858/ton, with tightening spreads signaling squeeze risk from low inventory. China is now exporting metal to LME warehouses. Global surplus hit 145,000 tons (Jan-May) as output outpaced demand, yet LME stocks stay low despite record-low treatment charges. -Choice Broking

Calendar Spread - RAINMUMBAI,Target - -82.00| Stop Loss - -342.00.Check out details:https://finx.choiceindia.com/research-report/research/option_strategy/report

Calendar Spread - RAINMUMBAI,Target - -82.00| Stop Loss - -342.00.Check out details:https://finx.choiceindia.com/research-report/research/option_strategy/report

Sumeet Bagadia’s Desk : Book Part Profit @ 4946.00...Buy in Commodity ELECDMBL|28AUG26 @ 4918.00 SL 4879.00 TGT 4996.00

Dollar Update The dollar remained rangebound against major peers as Middle East de-escalation supported risk sentiment and pressured oil prices. Investors awaited US July PCE inflation data and other major economic reports ahead of the Jackson Hole symposium. -Choice Broking

Copper Update Copper futures climbed as supply risks persisted, with shipments diverted toward the US amid elevated premiums and tariff expectations. LME inventories have nearly halved since mid-May, while Kamoa-Kakula flooding threatens output and Chinese smelters face tighter feedstock availability. -Choice Broking