Monday, 28 September 2026Updated 15m ago

Indian business & markets · every report, clustered into stories and tested for tone

Commodities

Developing · 9 storiesClear filters

Developing 9 Picking up 2 Price moves 0 Following

Busiest commodities tags today

Crude oil27 Gold20 Geopolitics19 Iran18 Donald Trump14 Silver8 Strait of Hormuz7 Trade and tariffs7 US Fed7 Agriculture6 Middle East6 Diesel5 Farm commodities5 Metals and mining4 Every tag in Market pulse →

Developing9 stories, in storylines with 3+ updates that moved in the last 24 hours

US-Iran standoff over reopening the Strait of Hormuz42 US diesel export-ban threat11 India’s edible oil import duty cuts8 India's coal supply measures for power plants7 India's urea imports and domestic capacity plans3

Policy●Developing · 11Picking up

Trump says US is ‘very seriously’ considering diesel export ban to tackle high prices

The US is seriously considering a diesel export ban amid fuel disruptions and strong overseas demand
A US export ban could tighten global diesel supply, affecting Indian refiners and fuel users

Donald Trump Diesel Trade and tariffs3 sources · 3h

Market move▼Developing · 42

Oil rises as Iran holds to Strait of Hormuz proposal rejected by Trump

Oil rose as Iran stuck to its seven-day proposal to reopen the Strait of Hormuz
Trump rejected Iran’s proposal, threatening further delays in reopening the strait
Higher crude prices pressure Indian oil marketers and raise costs for fuel-consuming sectors

Strait of Hormuz Crude oil Iran Donald Trump Shipping routes+22 sources · 6h

Market move●Developing · 42

Oil rebounds after Trump rejects Iran peace deal

Donald Trump Iran Crude oil Geopolitics2 sources · 7h

▼Developing · 42

Hormuz Tensions: Iran Hits Back At US Over Strait Control, Points To Oil Price Premium

Iran proposed a seven-day plan to reopen the Strait of Hormuz; Trump rejected Tehran's conditions
Oil prices remain elevated amid tensions over control of the strait
Elevated crude prices raise input-cost risks for Indian oil marketing companies and airlines

Strait of Hormuz Iran Crude oil Donald Trump Geopolitics1 source · 2h

Market move▼Developing · 42

Gold Declines As Hormuz Impasse Keeps Rate-Hike Bets Elevated

Oil rose after Iran refused to soften its conditions for reopening the Strait of Hormuz
Trump rejected Iran's seven-day proposal to reopen the waterway
Higher oil prices threaten margins at Indian fuel retailers and lift inflation risks

Strait of Hormuz Iran Donald Trump Crude oil Geopolitics+11 source · 3h

Market move●Developing · 42

Oil prices climb as Iran holds firm on Hormuz terms and Trump rejects proposal

Crude oil Iran Strait of Hormuz Geopolitics Donald Trump2 sources · 4h

Policy●Developing · 8

Import duty cut on sunflower oil has a significant Russian backdrop

Sunflower oil import-duty cuts intersect with India’s growing edible-oil import dependence
The issue may complicate New Delhi’s ties with Moscow and Washington
Import-duty changes affect edible-oil costs, with implications for Indian consumers and food companies

Import duties Farm commodities Russia Geopolitics Food prices+21 source · 12h

Market move▼Developing · 7

Coal stocks worsen as 77 thermal power plants face critical inventories

77 thermal power plants face critical coal inventories
Coal stocks cover just seven days and stand at 37 per cent of requirement
Low coal inventories raise supply risks for Indian power generators, including NTPC and other thermal utilities

Coal Thermal power Power sector Shipping and logistics Coal India+11 source · 17h

Data▲Developing · 3

Demand estimate of fertilizer for Rabi 2026-27 may be 2 LT higher

Rabi 2026-27 fertiliser demand may rise by 2 lakh tonnes to nearly 350 lakh tonnes
Urea is expected to lead demand amid mixed monsoon impact and policy focus
Higher fertiliser demand may support domestic producers including Chambal Fertilisers and Coromandel International

Fertilisers Agriculture Monsoon Chambal Fertilizers & Chemicals Coromandel International1 source · 15h

That’s everything for today