Choice Commodity Research

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in NATURALGAS|26MAY26

Sumeet Bagadia’s Desk : Book Part Profit @ 253.4...Sell in Commodity NATURALGAS|26MAY26 @ 253.7 SL 255 TGT 251.10

Sumeet Bagadia’s Desk:Sell NATURALGAS|26MAY26 in Commodity @ 253.7 SL 255 TGT 251.10

Sumeet Bagadia’s Desk:Sell NATURALGAS|26MAY26 in Commodity @ 253.7 SL 355 TGT 51.10

Sumeet Bagadia’s Desk : Stopped Out @ 245240...Sell in Commodity SILVERMIC|30JUN26 @ 243108 SL 245200 TGT 238924.00

Sumeet Bagadia’s Desk : Update on Book Part Profit : Exit at cost in COPPER|29MAY26

Sumeet Bagadia’s Desk : Stopped Out @ 2380...Buy in Commodity GOLDM|29MAY26 PE 147000.00 @ 2580 SL 2395 TGT 2950.00

Copper Update Copper prices steadied on stronger China manufacturing, firm data-center demand, and supply risks from Chile’s sulphur disruption and Indonesia’s Grasberg slowdown despite Middle East conflict pressure across global industrial metals markets. -Choice Broking

Sumeet Bagadia’s Desk:Sell SILVERMIC|30JUN26 in Commodity @ 243108 SL 245200 TGT 238924.00

Sumeet Bagadia’s Desk:Buy GOLDM|29MAY26 PE 147000.00 in Commodity @ 2580 SL 2395 TGT 2950.00

Crude Oil Update Crude oil prices rose sharply due to escalating US-Iran tensions, with Trump enforcing a prolonged blockade on the Hormuz, prompting Iran to threaten retaliation. Venezuela may also exit OPEC under US pressure. Additionally, decreasing inventories and record US exports signaled tightening global supply. -Choice Broking

Sumeet Bagadia’s Desk : Book Part Profit @ 1275.4...Sell in Commodity COPPER|29MAY26 @ 1276.95 SL 1279 TGT 1272.85

Sumeet Bagadia’s Desk:Buy CRUDEOILM|14MAY26 CE 11000.00 in Commodity @ 589 SL 480 TGT 807.00

Geopolitical Update US Central Command prepared plans for a “short and powerful” wave of strikes on Iranian targets, potentially including infrastructure, aimed at breaking the current negotiating deadlock. -Choice Broking

Rupee Update Rupee hit record low near 95.20 level amid strong dollar, high US yields, rising crude prices, and weak inflows. Persistent capital gap may worsen pressure despite RBI efforts. -Choice Broking

China Economic Activity Data Manufacturing PMI Actual: 50.3 Expected: 50.1 Previous: 50.4 Non-Manufacturing PMI Actual: 49.4 Expected: 49.9 Previous: 50.1 Negative for Basemetal

Sumeet Bagadia’s Desk:Sell COPPER|29MAY26 in Commodity @ 1276.95 SL 1279 TGT 1272.85

*Venezuela may follow UAE in leaving OPEC under US leader's pressure* Impact: Positive for crude. -Choice Broking