アメリカ卸売在庫前月比

アメリカEIA ガソリン在庫の推移

アメリカEIA原油輸入の変化

アメリカEIAクッシング原油在庫の変化

India's BSE Sensex closed about 0.2% down at 83,536.1 on Wednesday, reversing yesterday's gains, weighed down by losses in IT, metals, pharma, and heavyweight Reliance Industries. Market sentiment remained cautious amid ongoing uncertainty over US tariffs and a potential US-India trade deal. US President Trump stated there would be no further extensions and that tariffs would begin to be imposed on August 1. He also announced that 50% tariffs on copper—and upcoming levies on semiconductors, pharmaceuticals, and BRICS imports—would take effect soon. Meanwhile, investors looked ahead to the Fed’s meeting minutes for policy signals, with focus gradually turning to domestic earnings.

Sensex Ends on Negative Note

UK natural gas futures climbed above 83 pence per therm, the highest in over two weeks, following similar gains in European markets amid forecasts of warmer-than-average weather. The UK has already experienced a hot start to summer, with temperatures expected to reach 32°C in London by Friday, increasing energy demand. Norwegian gas flows have stabilized, with minimal maintenance disruptions expected in July, supporting supply. In corporate news, Centrica signed a landmark £20 billion deal with Norway’s Equinor to supply 5 bcm of natural gas annually to the UK through 2035. The agreement bolsters UK energy security, as imports met nearly two-thirds of UK demand in 2024, with Norway providing over half. Centrica CEO Chris O’Shea called it an investment in the UK’s future. Equinor, despite shelving blue hydrogen plans in Norway, remains committed to hydrogen projects across Europe, including the UK.

UK Natural Gas Futures Rise to Over 2-Week High

European natural gas futures rose to €34.8/MWh, the highest in two weeks, supported by forecasts for warmer-than-average weather and stable supply. Next week is expected to bring elevated temperatures, following the hottest June on record for Western Europe. The region saw temperatures exceed 38°C, driven by both extreme heat on land and record sea temperatures in the western Mediterranean. Meanwhile, the European Parliament approved relaxed gas storage rules, allowing countries until December to meet the 90% storage target, reducing the risk of inflated prices. On supply, TotalEnergies’ CEO said Europe will manage without Russian LNG by 2028 due to new capacity in the US and Qatar. He also reassured on gasoline supply, while warning about trade risks from escalating US tariffs under President Trump, which could dampen growth.

TTF Prices Rose to 2-Week Highs

Copper futures in the US were at $5.5 per pound, easing from the record high of $5.7 touched earlier in the session but still hovering 10% higher than Monday's close after President Trump signaled that the metal would be tariffed at 50%. The US President said that copper would be tariffed shortly after they conclude tariffs on pharmaceuticals, but refrained from giving details on the timing, potential grace periods, and grades of metal. This drove the premium between US copper and comparable futures at the LME to 25%, a record high, as foreign benchmarks declined, signaling the end of increasing domestic stockpiles as traders moved copper into the US since tariff threats on base metals started in February. If implemented, the tariff would threaten the domestic ore output is relatively low and refining capacity would be stressed, as the country only has two smelters and limited refining capacity.

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