Choice Commodity Research

Sumeet Bagadia’s Desk : Exit @ 8247...Sell in Commodity CRUDEOILM|18JUN26 @ 8305 SL 8501 TGT 7913.00

Sumeet Bagadia’s Desk:Sell LEAD|30JUN26 in Commodity @ 207.00 SL 207.60 TGT 205.80

Sumeet Bagadia’s Desk : Stopped Out @ 320.2...Sell in Commodity NATURALGAS|25JUN26 @ 317.1 SL 320.1 TGT 311.10

Sumeet Bagadia’s Desk:Sell NATURALGAS|25JUN26 in Commodity @ 317.1 SL 320.1 TGT 311.10

Sumeet Bagadia’s Desk:Buy ALUMINIUM|30JUN26 in Commodity @ 385.55 SL 384.8 TGT 387.05

Sumeet Bagadia’s Desk : Stopped Out @ 157875...Buy in Commodity GOLDM|03JUL26 @ 158225 SL 157880 TGT 158915.00

Sumeet Bagadia’s Desk:Sell RAINMUMBAI|29JUN26 in Commodity @ 2119 SL 2139 TGT 2079.00

Sumeet Bagadia’s Desk:Buy GOLDM|03JUL26 in Commodity @ 158225 SL 157880 TGT 158915.00

Sumeet Bagadia’s Desk:Sell CRUDEOILM|18JUN26 in Commodity @ 8305 SL 8501 TGT 7913.00

News Update Indian government officials said the government has instructed state fuel retailers to build storage facilities sufficient to meet 30 days of liquefied petroleum gas (LPG) demand. -Choice Broking.

Natural gas Update The EU said it remains possible to fill gas storage facilities to 80% capacity before the end of summer, currenting Underground gas storages is at 37%. Impact: Positive for Natural gas. -Choice Broking

SHFE weekly inventory update: Copper down 7,033 tonnes. Aluminium up 527 tonnes. Zinc up 1,019 tonnes. Lead down 5,392 tonnes. Nickel up 3,771 tonnes. Impact: Positive for Copper and Lead while negative for aluminium, zinc and nickel. -Choice Broking

Bullion Update The Shanghai Gold Exchange cut margin requirements and daily price limits for deferred gold and silver contracts, reducing gold margins to 15% from 18% and silver to 21% from 24%, along with lower trading limits to curb volatility from the next session. Impact: Positive for bullion. -Choice Broking

Geopolitical Update ✅ Hormuz remains central to negotiations, with US officials citing Iran’s possible reopening of the strait and Tehran officials calling control of the waterway a strategic source of leverage. ✅ Nuclear terms remain unresolved, as Iranian officials reject transferring enriched uranium abroad while US officials say any deal must prevent Iran from obtaining a nuclear weapon. ✅ Military tensions continue despite talks, with CENTCOM accusing Iran of firing a ballistic missile toward Kuwait and Tehran saying it targeted a US base after a US strike near Bandar Abbas. ✅ A source close to the Tehran-Washington negotiations told Iran International there are doubts over whether Mohammad Bagher Ghalibaf and the Islamic Republic’s negotiating team are fully coordinated with Supreme Leader Mojtaba Khamenei. -Choice Broking

Sumeet Bagadia’s Desk : Exit @ 17.05...Buy in Commodity NATURALGAS|23JUN26 CE 320.00 @ 16.55 SL 15.2 TGT 19.25