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US–Iran talks have effectively collapsed and the Strait of Hormuz remains closed; Iran is using control of the strait as a bargaining chip, so transit is unlikely to be relaxed until there is a substantive improvement in Middle East geopolitics. Moni

2026-08-13

US–Iran talks have effectively collapsed and the Strait of Hormuz remains closed; Iran is using control of the strait as a bargaining chip, so transit is unlikely to be relaxed until there is a substantive improvement in Middle East geopolitics. Monitor strait navigation, Iranian plant run-rates and shipments for supply shocks. Trade bias: watch for buy-the-dip and cash-and-carry arbitrage opportunities. On costs, cooling from mid–late August should cap any coal rebound, keeping cost pressure broadly soft.

Other News
2026-08-13

The Hang Seng Index closed down 43.66 points, or 0.17%, at 25,396.51 on Thursday, August 13. The Hang Seng Tech Index closed up 15.95 points, or 0.33%, at 4,792.39 on Thursday, August 13. The H-share Index closed down 19.78 points, or 0.23%, at 8,426

The Hang Seng Index closed down 43.66 points, or 0.17%, at 25,396.51 on Thursday, August 13. The Hang Seng Tech Index closed up 15.95 points, or 0.33%, at 4,792.39 on Thursday, August 13. The H-share Index closed down 19.78 points, or 0.23%, at 8,426.49 on Thursday, August 13. The Red Chip Index closed down 66.9 points, or 1.61%, at 4,089.2 on Thursday, August 13.
2026-08-12

On Wednesday, August 12, the Shanghai Gold Exchange's gold T+D futures rose 0.25% to 955.08 yuan/gram in early trading; the Shanghai Gold Exchange's silver T+D futures rose 1.5% to 16190.0 yuan/kilogram in early trading.

On Wednesday, August 12, the Shanghai Gold Exchange's gold T+D futures rose 0.25% to 955.08 yuan/gram in early trading; the Shanghai Gold Exchange's silver T+D futures rose 1.5% to 16190.0 yuan/kilogram in early trading.
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