市場ニュース - 金、原油、FX

Russia, one of the world's largest oil producers and exporters, is now rationing gasoline in its own capital. After months of increasingly successful Ukrainian drone strikes on Russian oil infrastructure, gasoline shortages have emerged in Moscow, forcing major fuel retailers to limit sales while authorities scramble to keep supplies flowing. The shortages follow repeated attacks on refineries and fuel infrastructure that have steadily chipped away at Russia's refining system. The latest blow...

Kuwait expects to raise its oil production to 2 million barrels per day (bpd) within a week, up from an average of 573,000 bpd in May, amid the reopening of the Strait of Hormuz. This estimate was given by Sheikh Nawaf Saud Al-Sabah, deputy chairman and CEO of Kuwait Petroleum Corporation (KPC), to Kuwait News Agency, before the collapse of the talks between the U.S. and Iran on Friday. “Prewar production levels could be restored within weeks once regular international commercial shipping to...

Oil prices tumble as markets bet on a Hormuz reopening despite slow tanker movements following the U.S.-Iran ceasefire.   Friday, June 19, 2026 The signing of the US-Iran ceasefire agreement might provide a 60-day evacuation window for all crude tankers stuck since March in the Gulf; however, up until now, the pace of outflows has been surprisingly low. With the Israel-Lebanon issue hanging by a thread, Iran has tried to reassert its authority over Hormuz in the first days since Trump’s signing...

Equinor and its partners in the Troll gas field have decided to invest more than $400 million in a new subsea development to boost gas production from the huge Norwegian gas field in the North Sea. Equinor and its partners Petoro, Shell, TotalEnergies, and ConocoPhillips have decided to invest just over 4 billion Norwegian crowns, or $412 million, in a new subsea development that will increase gas production from the Troll field, the Norwegian energy major said on Friday. Equinor is betting on...

The Iran framework agreement gave an immediate boost to markets, with shares rising and oil prices dipping. But whether this translates into durable economic gains will largely depend on shipping in the Strait of Hormuz. There were signs of traffic beginning to revive on June 18 in the hours immediately after the US and Iranian presidents signed a memorandum of understanding to end the war, according to Windward, a maritime intelligence company. Speaking in an online briefing, Windward chief...

China has started scrutinizing more carefully its exports of indium, an element that is key to making high-speed chips for AI data centers, raising concerns that export curbs could follow as Beijing has done with other critical minerals. Indium, a silvery-white metal named for its indigo blue line in the atomic spectrum, is not on any of China’s export control lists. But several buyers and customers have flagged to Reuters that they have recently faced increased checks and scrutiny by the...

India’s government has asked state-owned Oil and Natural Gas Corp (ONGC) to build and fill a new site for strategic petroleum reserves, with an estimated investment of $1.6 billion, local outlet the Economic Times reported on Friday, quoting sources with knowledge of the plans. The government is looking to boost India’s energy security in the wake of the Iran war and the following oil supply crisis that India felt firsthand, with a soaring energy import bill and rising prices of fuels....

The Philippines is looking to formalize a deal to buy oil from Russia on a more permanent basis amid the energy crisis and heightened geopolitical tensions, Philippines President Ferdinand R. Marcos Jr. has said. The Philippines has been one of the worst-hit Asian economies in the current oil supply crisis triggered by the Middle East conflict, and has turned to Russia for ad-hoc spot supply to cover the shortfall of cargoes from the Middle East. Now the Asian country is looking to make the...

Indian refiners have enough crude to last them two months, so they will not be scrambling to buy Middle Eastern cargoes expected to be coming out through the reopened Strait of Hormuz anytime soon. According to a Bloomberg report, however, Middle Eastern producers have approached Indian buyers to start taking in volumes under long-term contracts. The buyers are not eager to do so, unnamed sources told the publication. The Indian government is yet to give the green light to Indian tankers...

Oil prices began to climb once again in early Asian trade on Friday due to uncertainty over the outcome of peace talks between the United States and Iran after Switzerland confirmed the talks had been postponed. At the time of writing, Brent crude had climbed back above $80 per barrel while West Texas Intermediate had risen to $76.28. Reuters reported on the statement, issued by the Swiss foreign ministry, without providing details. The statement followed earlier reports that said Vice...

Nuclear power is experiencing a massive revival across Europe, with the regulatory environment shifting decisively in its favor thanks to surging electricity demand from the AI and data center boom, climate goals, volatile global energy markets and the urgent need for structural energy independence. It’s a big wishlist, and nuclear may be the fastest way to realize it. Massive power demand by the tech giants and hyperscalers is exceeding traditional grid capacities in Europe and the United...

The first new oil sands project in Alberta since 2014 has started commercial production, aiming for a daily average of 80,000 barrels once it ramps up. The Blackrod project, led by International Petroleum Corp., moved to the first phase of production despite the peak oil demand narrative that has dominated the past decade, especially in Canada. Canadian oil sands have been in the focus of transition attention as especially energy-intensive, meaning emission-intensive, and as a high-cost way of...