Market Analysis 27 February 2026 - 2 March 2026

Lithium price whipsaw jolts miners as SQM flags record Q1 sales
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Lithium price whipsaw jolts miners as SQM flags record Q1 sales

China’s top lithium carbonate futures contract swung from 179,500 yuan a tonne to below 170,000 before settling at 173,500 on Monday, as open interest dropped by 3,200 lots, SMM said. The market reacted to Zimbabwe’s suspension of lithium exports last week. U.S.-listed lithium miners traded mixed. Premier African Minerals said its Zimbabwe plant will arrive March 3 and expects no disruption from the export ban.
March 2, 2026
Silver price slides more than 6% as dollar rallies on Iran strikes; US jobs report ahead
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Silver price slides more than 6% as dollar rallies on Iran strikes; US jobs report ahead

Spot silver dropped 6.6% to $87.64 an ounce by 11:11 a.m. ET Monday after weekend strikes against Iran sent oil and the dollar sharply higher. Brent crude rose 8.07% to $78.74, while the U.S. dollar index jumped over 1%. Gold was steady near $5,284. The ISM manufacturing PMI prices-paid index hit 70.5, its highest since 2022, stoking inflation concerns.
March 2, 2026
TotalEnergies share price jumps as oil spikes on Iran conflict; JPMorgan upgrades TTEF
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TotalEnergies share price jumps as oil spikes on Iran conflict; JPMorgan upgrades TTEF

TotalEnergies shares rose 3.1% to 69.36 euros in Paris after oil prices surged on fears of Middle East supply disruptions. JPMorgan upgraded the stock to “overweight” and raised its price target to 75 euros. Over 200 vessels were anchored near the Strait of Hormuz as Brent crude jumped nearly 8%. The STOXX 600 fell 1.5% as most European equities declined.
March 2, 2026
BP share price rises as oil surges on Iran conflict — what to watch next
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BP share price rises as oil surges on Iran conflict — what to watch next

BP shares rose 1.7% to 485.6 pence in London Monday as Brent crude surged up to 13% after Iranian retaliation disrupted shipping through the Strait of Hormuz. Energy stocks outperformed while broader European markets fell. Goldman Sachs estimated an $18-a-barrel risk premium and warned prices could climb further if disruption continues. BP’s next earnings report is due April 28.
March 2, 2026
Reckitt shares slide in London as oil shock rattles markets ahead of March 5 results
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Reckitt shares slide in London as oil shock rattles markets ahead of March 5 results

Reckitt Benckiser shares fell 1.3% to 6,428 pence in early London trading, tracking a wider market drop as oil prices surged after a new Middle East conflict escalation. The FTSE 100 slipped 0.8%. Investors await Reckitt’s full-year results and 2026 guidance on March 5. Oil supply concerns and inflation fears weighed on risk appetite across European markets.
March 2, 2026
HSBC stock price slides in Hong Kong as oil shock hits banks — what to watch next
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HSBC stock price slides in Hong Kong as oil shock hits banks — what to watch next

HSBC shares fell 3.9% to HK$141.50 in Hong Kong on Monday, tracking a broader 2.3% drop in the city’s main stock index as oil prices surged after conflict disrupted shipping through the Strait of Hormuz. Investors cut risk ahead of key economic data and amid concerns over rising geopolitical tensions. HSBC also filed routine regulatory disclosures, including its 2025 annual report.
March 2, 2026
Exxon stock watch: Oil jumps 10% on Iran conflict, setting up a big Monday for XOM
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Exxon stock watch: Oil jumps 10% on Iran conflict, setting up a big Monday for XOM

Brent crude traded near $80 a barrel in weekend deals after U.S. and Israeli strikes on Iran, with at least 150 oil and LNG tankers halting near the Strait of Hormuz. Exxon Mobil closed Friday at $152.50, up 2.7%. OPEC+ agreed to raise output by 206,000 barrels per day from April. Several tankers and shipping firms suspended Hormuz transits after Tehran said it closed navigation.
March 1, 2026
Bursa Malaysia Week Ahead: KLCI Friday slump tees up Bank Negara rate call and US jobs test
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Bursa Malaysia Week Ahead: KLCI Friday slump tees up Bank Negara rate call and US jobs test

The FBM KLCI fell 1.4% to close at 1,716.61 on Friday, with the ringgit at 3.8902 per U.S. dollar. Bank Negara Malaysia will announce its policy decision on March 5, with markets expecting no change to the 2.75% OPR. Tenaga Nasional appointed Shamsul bin Ahmad as CEO effective March 1. Sunway Healthcare launched an IPO aiming to raise at least 2.86 billion ringgit.
March 1, 2026
Nifty week ahead: Oil shock risk and Holi holiday could jolt NSE trading after February slide
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Nifty week ahead: Oil shock risk and Holi holiday could jolt NSE trading after February slide

Nifty 50 fell 1.25% Friday to 25,178.65, capping its third consecutive monthly drop as the IT sector posted its worst month since 2008. Oil prices surged to $73 a barrel after U.S.-Israeli strikes on Iran, raising concerns for Indian markets ahead of a Holi-shortened week. OPEC+ meets Sunday to discuss possible output increases. India’s GDP grew 7.8% last quarter, slowing from the previous period.
March 1, 2026
Nasdaq week ahead: Iran strikes, oil shock risk and jobs data hang over tech stocks
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Nasdaq week ahead: Iran strikes, oil shock risk and jobs data hang over tech stocks

Nasdaq closed down 0.92% Friday as wholesale inflation rose and Nvidia shares dropped 4.2%. U.S.-Israeli strikes on Iran killed Supreme Leader Ali Khamenei, prompting Iran to launch missiles and warn the Strait of Hormuz is closed. Traders expect oil prices and market volatility to spike at Monday’s open. OpenAI announced a $110 billion funding round valuing the company at $840 billion.
March 1, 2026
Lithium price shock from Zimbabwe export ban keeps traders edgy heading into Monday
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Lithium price shock from Zimbabwe export ban keeps traders edgy heading into Monday

China’s lithium carbonate futures surged over 6% after Zimbabwe halted exports of raw minerals and lithium concentrates, disrupting supply chains. Lithium stocks jumped in China, Australia, and the U.S. Zimbabwe shipped 1.128 million tons of spodumene concentrate to China in 2025. Investors await Zimbabwe’s next move on export permits and China’s futures market reopening on March 2.
February 27, 2026
XRP price today drops as Nvidia jitters and hot U.S. inflation data cool crypto mood
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XRP price today drops as Nvidia jitters and hot U.S. inflation data cool crypto mood

XRP fell 3.7% to $1.34 on Friday, with market value near $82 billion and 24-hour trading volume at $3.3 billion, according to CoinMarketCap. The drop followed Nvidia’s post-earnings slide and a 0.5% rise in the U.S. Producer Price Index for January. Bitcoin slipped 2.3% to $65,924. XRP is down about 28.5% over the past 30 days, Binance data showed.
February 27, 2026
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