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At Any Rate · September 25 · 12 min

Global Commodities: Day 31 and beyond

Crude and natural gas markets have been volatile this week, driven by headlines of ceasefire talks and Saudi Arabian exports. However, most discussions revolved around the possibility of a US export ban on diesel. All told, a 30 day ban may work surprisingly well, at least initially. Then comes Day 31. Speakers: Natasha Kaneva, Head of Global Commodities Research Otar Dgebuadze, European Natural Gas This podcast was recorded on September 25, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5459356-0, and https://www.jpmm.com/research/content/GPS-5457399-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

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Crude and natural gas markets have been volatile this week, driven by headlines of ceasefire talks and Saudi Arabian exports. However, most discussions revolved around the possibility of a US export ban on diesel. All told, a 30 day ban may work surprisingly well, at least initially. Then comes Day 31.

 

Speakers: 

Natasha Kaneva, Head of Global Commodities Research

Otar Dgebuadze, European Natural Gas

 

This podcast was recorded on September 25, 2026.

 

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5459356-0, and https://www.jpmm.com/research/content/GPS-5457399-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

 

 

 

 

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