Choice Commodity Research

Global Market Update * US Dollar Movement The US dollar has stayed below 99, influenced by diminished safe-haven demand due to hopes of a swift end to the Iran war. * Update on the Geopolitical Conflict US President Donald Trump stated that the military operation in Iran is progressing much faster than the earlier expected timeline of four to five weeks. According to him, the campaign is already “very complete,” indicating that the conflict could move toward a resolution sooner than markets had anticipated. * Strong Warning to Iran Trump issued a stark warning to Iran, stating any attempt to block oil through the Strait would result in a "TWENTY TIMES HARDER" US response. * Oil Market Support G-7 finance ministers are prepared to release strategic oil reserves if necessary to stabilize global fuel markets and address inflation. * Russia Sanctions Reports suggest potential easing of oil sanctions on Russia alongside Trump's comments about the situation in Iran. * Gaza War Talks Talks to advance President Donald Trump's plan to end the Gaza war are currently on hold since last week. * Key Data Ahead Investors are awaiting key US inflation data, including CPI and PCE, for insights on the Federal Reserve's policy direction. -Choice Broking

Oil Update France has stated that the G7 countries have not yet reached an agreement on releasing strategic crude oil stockpiles. This means that discussions are still ongoing on releasing reserves to mitigate potential supply pressures in the global oil market -Choice Broking

ALUMINIUM prices fall by - 4% from its day high now the next support seem around 332--329

Sumeet Bagadia’s Desk : Exit @ 327...Buy in Commodity ZINC|31MAR26 @ 326.75 SL 325.7 TGT 328.85

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in COPPER|31MAR26

Sumeet Bagadia’s Desk:Buy ZINC|31MAR26 in Commodity @ 326.75 SL 325.7 TGT 328.85

Sumeet Bagadia’s Desk : Book Part Profit @ 1185.3...Sell in Commodity COPPER|31MAR26 @ 1187 SL 1189 TGT 1183.00

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in NATURALGAS|24MAR26 CE 320.00

Sumeet Bagadia’s Desk:Sell COPPER|31MAR26 in Commodity @ 1187 SL 1189 TGT 1183.00

Sumeet Bagadia’s Desk : Book Part Profit @ 26.85...Buy in Commodity NATURALGAS|24MAR26 CE 320.00 @ 25.1 SL 22.9 TGT 29.50

Sumeet Bagadia’s Desk:Buy NATURALGAS|24MAR26 CE 320.00 in Commodity @ 25.1 SL 22.9 TGT 29.50

Sumeet Bagadia’s Desk : Stopped Out @ 662.05...Buy in Commodity CRUDEOILM|17MAR26 CE 10500.00 @ 902.1 SL 679 TGT 1348.30

Aluminium Update Aluminium prices trading firm amidst Qatalum and Aluminium Bahrain declared force majeure on shipments amid Middle East tensions. London Metal Exchange inventories fell to July lows, while China stocks declined, tightening global supply and lifting prices. -Choice Broking

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in SILVERMIC|30APR26

Sumeet Bagadia’s Desk:Buy CRUDEOILM|17MAR26 CE 10500.00 in Commodity @ 902.1 SL 679 TGT 1348.30

Sumeet Bagadia’s Desk : Book Part Profit @ 271350...Buy in Commodity SILVERMIC|30APR26 @ 269251 SL 266940 TGT 273873.00

Global Update China plans to curb overcapacity in steel, oil refining, and heavy industries while managing capacity in copper smelting and alumina. It will also boost exploration and expand strategic commodity stockpiles to strengthen domestic supply and reduce reliance on imports. Impact: Positive for copper and aluminum. -Choice Broking.

Sumeet Bagadia’s Desk:Buy SILVERMIC|30APR26 in Commodity @ 269251 SL 266940 TGT 273873.00