The latest Market Talks covering Commodities. Published exclusively on Dow Jones Newswires throughout the day.

0247 GMT - Palm oil rises in early Asian trading, supported by expectations of tighter global vegetable-oil supplies. El Nino risks and tightening supply are likely to further support crude palm oil prices, CIMB Securities analyst Ivy Ng Lee Fang says in a report. However, weaker export demand could limit gains. Cargo surveyor AmSpec Agri Malaysia estimates that Malaysian palm oil exports fell 17% on month during Sept. 1-10. The Bursa Malaysia Derivatives contract for November delivery is up 23 ringgit at 4,873 ringgit a ton.(amanda.lee@wsj.com)

0212 GMT - Copper rises in Asian trade. Persistent mine-supply constraints could continue to support the base metal, say ING strategists in a note. This is despite pressure on prices due to calls from leading technology executives to slow artificial intelligence development, which is likely weighing on the data-center investment outlook, they add. Copper is typically used in data centers for electrical applications. The three-month copper futures contract on the London Metal Exchange is up 0.2% at $14,032.00 a metric ton. (megan.cheah@wsj.com)

0151 GMT - Iron ore futures are lower in Asian trade. Demand for iron ore remains weak in China, while supplies are still high, Baocheng Futures analysts say in a note. This is leading to a weak fundamental outlook for iron ore and is expected to continue weighing on prices, they say. The most actively traded January iron ore contract on the Dalian Commodity Exchange is down 0.5% at 708.0 yuan a ton.(amanda.lee@wsj.com)

2358 GMT - Gold stays under pressure in the early Asian session, trading below $4,300 an ounce after oil prices and inflation fears drove another rise in bond yields overnight. The precious metal's moves suggest little hope that it will recapture its role as a haven asset any time soon, says David Morrison at Trade Nation. Investors piled back into the dollar--and out of gold--as a deterioration in the Middle East conflict and tech leaders' doomsday warnings about AI soured risk sentiment. Morrison notes that gold and silver have held a strong negative correlation with the greenback since their February slump off all-time highs. Focus is on the Fed's decision on Wednesday, which could spur a big move in rate-sensitive gold in either direction. Gold slips 0.25% to $4,287 an ounce. (fabiana.negrinochoa@wsj.com)

2000 GMT - Lean hog futures post back-to-back losses, with the October contract settling 2.4% lower on CME at 79.6 cents a pound. Most-active cattle futures extend gains to a third session, supported by lower slaughter, settling up 1.3% at $2.2510 a pound. Both choice and select boxed beef prices were higher in the USDA's morning report, and pork cutouts were broadly higher with only bellies declining. (anthony.harrup@wsj.com)

1952 GMT - Oil futures settle higher as Saudi Arabia's pipeline outage and Houthi advances in Yemen keep the market's concerns about supply disruptions intact. Prices fell back from early highs, led by diesel, after President Trump said Ukraine and Russia agreed to stop attacks on each other's energy facilities. But "neither country has independently said they are held to the deal," Mizuho's Robert Yawger says in a note. And "as far as I know, there is no dialogue between the U.S. and Iran," he adds. WTI settles up 1.3% at $101.39 a barrel and Brent rises 1% to $105.68. (anthony.harrup@wsj.com)

1928 GMT - U.S. natural gas futures settle higher as weekend weather forecasts added heat to the near-term outlook, favoring power-sector demand. Temperatures are still expected to fall in the second half of September, "setting up a broader shoulder-season decline in consumption," Gelber & Associates says in a note. But meanwhile reduced Canadian imports and LNG demand near 20 Bcf/d tighten the balance enough to lift October futures despite solid production, the firm adds. Nymex natural gas settles up 2.3% at $2.896/mmBtu. (anthony.harrup@wsj.com)

1757 GMT - Gold futures end the session off their intraday lows as oil prices ease from highs and Treasury yields pull back after the 10-year touched 5% for the first time in three years. Gold traders are mostly focusing on this week's Fed meeting as expectations of an interest-rate hike increased following the latest payrolls and inflation data. The question for gold is whether safe-haven demand can outweigh the pressure from higher yields, GivTrade technical analyst Waleed Said says in a note. "Geopolitical uncertainty is providing structural support, while sticky inflation and the prospect of higher interest rates are preventing the safe-haven trade from translating automatically into higher gold prices." Front month gold settles down 1.3% in New York at $4,310 a troy ounce. Silver falls 1.6% to $63.513 a troy ounce. (anthony.harrup@wsj.com)

1643 GMT - Wheat futures turn lower after President Trump said on Truth Social that Ukraine and Russia agreed to stop strikes on each other's energy targets. Attacks on energy infrastructure have contributed to multiyear highs for diesel prices, while strikes on shipping in the Black Sea did the same for wheat. "Managed money length appears to be interpreting this renewed pressure from the U.S. as potentially leading to de-escalation regarding commodity flow through the Black Sea, but only time will tell if this actually translates to an improvement on the ground instead of just a headline," Mike Castle of StoneX says in a note. Wheat is down 0.6% on CBOT.(anthony.harrup@wsj.com)

1613 GMT - Diesel futures pull back from early highs as President Trump says Ukraine and Russia have agreed to stop attacks on each other's energy infrastructure. Ukrainian drone strikes that have knocked out Russian refining capacity have contributed to global diesel shortages while U.S. exports have been at record highs. "Ukraine has agreed not to hit Russian energy targets. Russia has agreed to do likewise!" Trump posted on Truth Social. He adds that the rise in diesel prices is mostly due to the Russia-Ukraine war, and not Iran. Nymex diesel futures are up 0.4% at $4.9771 a gallon. Gasoil futures on ICE Futures Europe are down 1.2% at $1,462 a metric ton. (anthony.harrup@wsj.com)

1529 GMT - Livestock futures are mixed with cattle adding to last week's gains and hogs extending their slide. Last week's cattle slaughter fell by 21,000 head but was more than 11,000 above the 2025 Labor Holiday week, AgResource says in a note. And while last week's boxed beef prices were slightly lower, both choice and select values remain well above late-July lows, the firm adds. "September is typically a slow month for the beef market, with seasonal demand developing in October." Live cattle rise 0.3% on CME. Lean hogs are off 2%. (anthony.harrup@wsj.com)

1448 GMT - Soybeans are picking up after Friday's selloff on the USDA's bigger harvest estimate. While ending stocks are comfortable, "what happens if China would buy more beans from the U.S.? Or what would happen if South America has a little weather issue to cause them to have a smaller crop this year?" Cory Bratland of AgMarket.net says in a note. With funds holding a record long position and harvest starting, prices could consolidate, "but keep a close eye on the weather in South America and also, keep a close eye on the meeting between President Trump and President Xi on Sept. 24," he adds. CBOT soybeans are up 1%.