Commodity Watch — Jun 22, 2026, 19:00 UTC

Transcript

Welcome back to Commodity Watch on rawfin.tv. Global geopolitics are driving our commodity markets. Crude oil is certainly in focus. We see oil prices falling. This follows a significant breakthrough. The 'US Iran Agree on Roadmap for Deal.' Iran is lifting oil export sanctions. The Strait of Hormuz opening signals increased supply. This de-escalation calms energy markets. Meanwhile gold our traditional safe haven shows a slight decline. Spot Gold trades at 5 006.7 down 0.03 . August futures are at 4 209.2 down 0.86 . This occurs despite an 'Extreme Fear' index reading of 20. A hawkish Fed outlook and peace deal impact weigh on gold. Looking at industrial metals we see notable movement. Masan plans a massive tungsten mine expansion in Vietnam. This aims to add 115 million tons of reserves. Foreign investment is actively sought. It highlights rising demand for critical minerals. Geopolitics remain paramount. De-escalation shifts supply dynamics rapidly. Yet underlying market fear persists. Stay sharp. This is