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Global Metals Weekly Snapshot (Feb 23–28, 2026)
📌 This week was volatile as safe-haven flows returned amid renewed U.S. tariff uncertainty and persistent geopolitical risk, keeping precious metals firmly in the spotlight.
💡 Gold pushed through the $5,200 level and briefly traded around $5,247, reflecting defensive positioning against policy shocks and risk-asset pullbacks, while demand stayed steady rather than being driven by a single spike.
⚠️ Silver was the clear standout, jumping to around $93.20, supported by both hedge demand and a post–Lunar New Year rebound in industrial buying as Asian activity normalized, allowing silver to outperform gold on momentum.
🔎 On the industrial side, aluminum held firm near $3,106/tonne as supply remained relatively tight, inventories stayed low, and production disruptions kept the market sensitive, with electrification and infrastructure themes reinforcing sentiment.
⏱️ Copper stayed resilient around $6.02/lb, signaling continued preference for grid, EV, and energy-transition linked metals, even as short-term swings may follow U.S. macro releases that reshape rate expectations.
✅ Near term, the bias remains constructive for precious metals and supply-sensitive industrial metals, but sharp rallies can come with pullbacks tied to Fed messaging and inflation data, while some base metals still face oversupply risk and may lag.
#MetalsMarket #CommoditiesInsights
📌 This week was volatile as safe-haven flows returned amid renewed U.S. tariff uncertainty and persistent geopolitical risk, keeping precious metals firmly in the spotlight.
💡 Gold pushed through the $5,200 level and briefly traded around $5,247, reflecting defensive positioning against policy shocks and risk-asset pullbacks, while demand stayed steady rather than being driven by a single spike.
⚠️ Silver was the clear standout, jumping to around $93.20, supported by both hedge demand and a post–Lunar New Year rebound in industrial buying as Asian activity normalized, allowing silver to outperform gold on momentum.
🔎 On the industrial side, aluminum held firm near $3,106/tonne as supply remained relatively tight, inventories stayed low, and production disruptions kept the market sensitive, with electrification and infrastructure themes reinforcing sentiment.
⏱️ Copper stayed resilient around $6.02/lb, signaling continued preference for grid, EV, and energy-transition linked metals, even as short-term swings may follow U.S. macro releases that reshape rate expectations.
✅ Near term, the bias remains constructive for precious metals and supply-sensitive industrial metals, but sharp rallies can come with pullbacks tied to Fed messaging and inflation data, while some base metals still face oversupply risk and may lag.
#MetalsMarket #CommoditiesInsights
Global metals market overview for the week of Feb 16–21, 2026
🌀This week’s price action was largely amplified by thin liquidity due to the U.S. Presidents’ Day and Lunar New Year in China, making early-week selloffs appear exaggerated before stabilizing as liquidity returned midweek.
🪙Precious metals saw a sharp shakeout followed by a strong rebound, with gold trading within the 4,860–5,070 USD/oz range and silver outperforming with a nearly 6% surge on Feb 18, signaling resilient dip-buying despite liquidity-driven volatility.
📦The key narrative in base metals was copper facing pressure from rising inventories, which weakened short-term deficit expectations and pushed prices below 12,600 USD/ton before stabilizing near 12,800 USD/ton as selling momentum eased.
🧱In the ferrous segment, iron ore declined toward 95–98 USD/ton amid elevated Chinese port inventories and cautious pre-holiday demand, while rebar remained relatively stable, reflecting a “wait-for-demand” phase rather than a structural shift.
🧲Nickel stood out as a structural catalyst, with Indonesia tightening annual RKAB quotas and sharply reducing output at major sites, reinforcing supply discipline expectations for H1 2026 and supporting prices despite mixed EV demand signals.
🏛️At the same time, LME regulatory updates—including warehouse adjustments, fee changes, lending rules, and tighter restrictions on Russian aluminum in EU warehouses—highlight growing operational and compliance costs, adding a layer of “rule-based risk” beyond pure price action.
📌Overall, the week was driven more by liquidity and inventory dynamics than fundamental shifts, with focus now shifting to China’s post-holiday demand recovery, ongoing LME/SHFE inventory trends, and macro signals from USD and yields as new U.S. data unfolds.
#MetalsMarket #CommoditiesInsights $XAU $XAG
🌀This week’s price action was largely amplified by thin liquidity due to the U.S. Presidents’ Day and Lunar New Year in China, making early-week selloffs appear exaggerated before stabilizing as liquidity returned midweek.
🪙Precious metals saw a sharp shakeout followed by a strong rebound, with gold trading within the 4,860–5,070 USD/oz range and silver outperforming with a nearly 6% surge on Feb 18, signaling resilient dip-buying despite liquidity-driven volatility.
📦The key narrative in base metals was copper facing pressure from rising inventories, which weakened short-term deficit expectations and pushed prices below 12,600 USD/ton before stabilizing near 12,800 USD/ton as selling momentum eased.
🧱In the ferrous segment, iron ore declined toward 95–98 USD/ton amid elevated Chinese port inventories and cautious pre-holiday demand, while rebar remained relatively stable, reflecting a “wait-for-demand” phase rather than a structural shift.
🧲Nickel stood out as a structural catalyst, with Indonesia tightening annual RKAB quotas and sharply reducing output at major sites, reinforcing supply discipline expectations for H1 2026 and supporting prices despite mixed EV demand signals.
🏛️At the same time, LME regulatory updates—including warehouse adjustments, fee changes, lending rules, and tighter restrictions on Russian aluminum in EU warehouses—highlight growing operational and compliance costs, adding a layer of “rule-based risk” beyond pure price action.
📌Overall, the week was driven more by liquidity and inventory dynamics than fundamental shifts, with focus now shifting to China’s post-holiday demand recovery, ongoing LME/SHFE inventory trends, and macro signals from USD and yields as new U.S. data unfolds.
#MetalsMarket #CommoditiesInsights $XAU $XAG
Global agricultural market overview for the week of Feb 16–21, 2026
🔎The market continued to digest the latest WASDE report as U.S. corn ending stocks were reduced by 100 million bushels to 2.127 billion, driven by stronger exports, providing a clear price floor despite low liquidity during the holiday period.
📊The USDA’s early outlook for 2026/27 highlights a notable acreage shift, with corn dropping sharply to 94 million acres while soybeans rise to 85 million, signaling changing profit dynamics and a relatively tighter corn supply outlook in the medium term.
🌍Recent export data reinforced real demand, with U.S. soybean net sales reaching nearly 800,000 tons, including over 400,000 tons from China, while corn exports remained strong even as sales pace slowed.
🌦️In South America, Brazil continues to accelerate soybean harvesting, while Argentina has only seen partial soil moisture recovery from recent rains, with near-term dryness risks still present and potentially impacting final yields.
⚖️Overall, grains and oilseeds are trading within a narrow range with support from exports and tighter stock adjustments, while soft commodities remain under pressure from oversupply, highlighted by cocoa falling to multi-year lows.
#AgriMarkets #CommoditiesInsights $USDT
🔎The market continued to digest the latest WASDE report as U.S. corn ending stocks were reduced by 100 million bushels to 2.127 billion, driven by stronger exports, providing a clear price floor despite low liquidity during the holiday period.
📊The USDA’s early outlook for 2026/27 highlights a notable acreage shift, with corn dropping sharply to 94 million acres while soybeans rise to 85 million, signaling changing profit dynamics and a relatively tighter corn supply outlook in the medium term.
🌍Recent export data reinforced real demand, with U.S. soybean net sales reaching nearly 800,000 tons, including over 400,000 tons from China, while corn exports remained strong even as sales pace slowed.
🌦️In South America, Brazil continues to accelerate soybean harvesting, while Argentina has only seen partial soil moisture recovery from recent rains, with near-term dryness risks still present and potentially impacting final yields.
⚖️Overall, grains and oilseeds are trading within a narrow range with support from exports and tighter stock adjustments, while soft commodities remain under pressure from oversupply, highlighted by cocoa falling to multi-year lows.
#AgriMarkets #CommoditiesInsights $USDT
Victoria Hayes:
Corn stock cuts offer near-term support, but acreage shifts may reshape the 26/27 balance.
Soybean demand — especially from China — remains the key driver.
Global metals market overview for the week of Feb 16–21, 2026
🌀This week’s price action was largely amplified by thin liquidity due to the U.S. Presidents’ Day and Lunar New Year in China, making early-week selloffs appear exaggerated before stabilizing as liquidity returned midweek.
🪙Precious metals saw a sharp shakeout followed by a strong rebound, with gold trading within the 4,860–5,070 USD/oz range and silver outperforming with a nearly 6% surge on Feb 18, signaling resilient dip-buying despite liquidity-driven volatility.
📦The key narrative in base metals was copper facing pressure from rising inventories, which weakened short-term deficit expectations and pushed prices below 12,600 USD/ton before stabilizing near 12,800 USD/ton as selling momentum eased.
🧱In the ferrous segment, iron ore declined toward 95–98 USD/ton amid elevated Chinese port inventories and cautious pre-holiday demand, while rebar remained relatively stable, reflecting a “wait-for-demand” phase rather than a structural shift.
🧲Nickel stood out as a structural catalyst, with Indonesia tightening annual RKAB quotas and sharply reducing output at major sites, reinforcing supply discipline expectations for H1 2026 and supporting prices despite mixed EV demand signals.
🏛️At the same time, LME regulatory updates—including warehouse adjustments, fee changes, lending rules, and tighter restrictions on Russian aluminum in EU warehouses—highlight growing operational and compliance costs, adding a layer of “rule-based risk” beyond pure price action.
📌Overall, the week was driven more by liquidity and inventory dynamics than fundamental shifts, with focus now shifting to China’s post-holiday demand recovery, ongoing LME/SHFE inventory trends, and macro signals from USD and yields as new U.S. data unfolds.
#MetalsMarket #CommoditiesInsights $XAU
$XAG
🌀This week’s price action was largely amplified by thin liquidity due to the U.S. Presidents’ Day and Lunar New Year in China, making early-week selloffs appear exaggerated before stabilizing as liquidity returned midweek.
🪙Precious metals saw a sharp shakeout followed by a strong rebound, with gold trading within the 4,860–5,070 USD/oz range and silver outperforming with a nearly 6% surge on Feb 18, signaling resilient dip-buying despite liquidity-driven volatility.
📦The key narrative in base metals was copper facing pressure from rising inventories, which weakened short-term deficit expectations and pushed prices below 12,600 USD/ton before stabilizing near 12,800 USD/ton as selling momentum eased.
🧱In the ferrous segment, iron ore declined toward 95–98 USD/ton amid elevated Chinese port inventories and cautious pre-holiday demand, while rebar remained relatively stable, reflecting a “wait-for-demand” phase rather than a structural shift.
🧲Nickel stood out as a structural catalyst, with Indonesia tightening annual RKAB quotas and sharply reducing output at major sites, reinforcing supply discipline expectations for H1 2026 and supporting prices despite mixed EV demand signals.
🏛️At the same time, LME regulatory updates—including warehouse adjustments, fee changes, lending rules, and tighter restrictions on Russian aluminum in EU warehouses—highlight growing operational and compliance costs, adding a layer of “rule-based risk” beyond pure price action.
📌Overall, the week was driven more by liquidity and inventory dynamics than fundamental shifts, with focus now shifting to China’s post-holiday demand recovery, ongoing LME/SHFE inventory trends, and macro signals from USD and yields as new U.S. data unfolds.
#MetalsMarket #CommoditiesInsights $XAU
$XAG
News
🌍 Global Metals Market Overview — Week of Feb 16–21, 2026 📊
🌀 Liquidity-Driven Volatility
This week’s price action was amplified by thin liquidity due to the U.S. Presidents’ Day 🇺🇸 and Lunar New Year 🧧 in China. Early-week selloffs looked exaggerated 📉 before stabilizing midweek as liquidity returned 📈.
🪙 Precious Metals: Shakeout → Strong Rebound
✨ Gold ($XAU ) traded within the $4,860–$5,070/oz range, holding structure despite volatility.
⚡ Silver ($XAG ) outperformed, surging nearly 6% on Feb 18 🚀 — signaling strong dip-buying interest 💪 even in thin conditions.
🔄 Overall tone: positioning-driven shakeout, not a structural breakdown.
📦 Base Metals: Copper Under Inventory Pressure
🔻 Copper slipped below $12,600/ton as rising inventories softened short-term deficit expectations.
🔄 Prices later stabilized near $12,800/ton as selling momentum eased.
📊 Focus remains on exchange inventory flows and post-holiday Chinese demand recovery.
🧱 Ferrous Segment: Wait-and-See Mode
⛓ Iron ore declined toward $95–$98/ton amid elevated port inventories and cautious restocking.
🏗 Rebar remained relatively stable — reflecting a “wait-for-demand” phase rather than a structural shift.
🧲 Nickel: Structural Supply Catalyst
🇮🇩 Indonesia tightened annual RKAB quotas, reducing output at major sites.
📉 Supply discipline expectations for H1 2026 supported prices despite mixed EV demand signals 🚗⚡.
📈 Structural narrative remains constructive.
🏛️ LME Regulatory Developments
The London Metal Exchange introduced updates including:
📦 Warehouse adjustments
💰 Fee changes
📜 Lending rule updates
🚫 Tighter restrictions on Russian aluminum in EU warehouses
⚖️ These changes add operational and compliance costs — increasing “rule-based risk” beyond pure price action.
📌 Outlook
This week was driven more by liquidity and inventory dynamics than major fundamental shifts.
👀 Market focus now turns to:
🇨🇳 China’s post-holiday demand recovery
📦 LME / SHFE inventory trends
💵 USD direction & bond yields as new U.S. data unfolds
#MetalsMarket #CommoditiesInsights #Gold #Silver 📈
🌀 Liquidity-Driven Volatility
This week’s price action was amplified by thin liquidity due to the U.S. Presidents’ Day 🇺🇸 and Lunar New Year 🧧 in China. Early-week selloffs looked exaggerated 📉 before stabilizing midweek as liquidity returned 📈.
🪙 Precious Metals: Shakeout → Strong Rebound
✨ Gold ($XAU ) traded within the $4,860–$5,070/oz range, holding structure despite volatility.
⚡ Silver ($XAG ) outperformed, surging nearly 6% on Feb 18 🚀 — signaling strong dip-buying interest 💪 even in thin conditions.
🔄 Overall tone: positioning-driven shakeout, not a structural breakdown.
📦 Base Metals: Copper Under Inventory Pressure
🔻 Copper slipped below $12,600/ton as rising inventories softened short-term deficit expectations.
🔄 Prices later stabilized near $12,800/ton as selling momentum eased.
📊 Focus remains on exchange inventory flows and post-holiday Chinese demand recovery.
🧱 Ferrous Segment: Wait-and-See Mode
⛓ Iron ore declined toward $95–$98/ton amid elevated port inventories and cautious restocking.
🏗 Rebar remained relatively stable — reflecting a “wait-for-demand” phase rather than a structural shift.
🧲 Nickel: Structural Supply Catalyst
🇮🇩 Indonesia tightened annual RKAB quotas, reducing output at major sites.
📉 Supply discipline expectations for H1 2026 supported prices despite mixed EV demand signals 🚗⚡.
📈 Structural narrative remains constructive.
🏛️ LME Regulatory Developments
The London Metal Exchange introduced updates including:
📦 Warehouse adjustments
💰 Fee changes
📜 Lending rule updates
🚫 Tighter restrictions on Russian aluminum in EU warehouses
⚖️ These changes add operational and compliance costs — increasing “rule-based risk” beyond pure price action.
📌 Outlook
This week was driven more by liquidity and inventory dynamics than major fundamental shifts.
👀 Market focus now turns to:
🇨🇳 China’s post-holiday demand recovery
📦 LME / SHFE inventory trends
💵 USD direction & bond yields as new U.S. data unfolds
#MetalsMarket #CommoditiesInsights #Gold #Silver 📈
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