Eamonn Sheridan

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Commodities
Australia GDP
Commodities

Australia to release 762 million litres of fuel after easing stockpile rules

  • The move highlights Australia’s vulnerability to global fuel supply shocks and could help ease short-term shortages, though longer-term fuel availability will depend on stability in global oil shipping routes.
Central Banks
pboc cny yuan note 24 September 2025 11
Central Banks

PBOC is expected to set the USD/CNY reference rate at 6.8888 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Central Banks
RBA BULLOCK 02-02
Central Banks

Reuters poll: RBA seen raising cash rate to 4.10% on March 17, then 4.35% by end-2026

  • The poll reinforces expectations that the RBA remains on a tightening path, supporting Australian bond yields and the Australian dollar as markets price further policy tightening.
Commodities
Putin
Commodities

US grants temporary license allowing sale of Russian oil cargoes already loaded (oil TACO)

  • The license helps avoid logistical disruptions in oil shipping by allowing previously loaded Russian cargoes to be sold, reducing the risk of stranded tankers and smoothing near-term crude supply flows.
Commodities
hormuz bypass pipelines 13 March 2026 infographic
Commodities

Five pipelines that can bypass the Strait of Hormuz. But not replace it.

  • The limited capacity of Hormuz bypass pipelines means any prolonged disruption to Gulf shipping could significantly tighten global oil supply and amplify volatility in energy markets.
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