Commodities Analysis & Opinion

COT soft commodities speculator bets were slightly higher this week as six out of the eleven soft commodities markets we cover had higher positioning this week while the other five markets had lower...

COT energy market speculator bets were lower this week as just one out of the six energy markets we cover had higher positioning this week while the other five markets had lower contracts.

Gold prices finished the week around 1.5% higher after prices rallied on Friday as Treasury yields moderated. The rate-sensitive US Dollar fell through the week.

Many major Oil and Gas companies are starting renewables and they are to be congratulated even belatedly. The transition will take place, due to climate change but also due to the development of...

It seems the market moves of inflation, debt and interest rates are very similar during a once in 100 yrs pandemics. During 1918-1920 the economy was not as dependent on oil as it is today and the...

From its mid-June low, the S&P 500 has risen 18%. And now with but one week to run in Q2 Earnings Season, of the 435 S&P constituents having reported, 62% have bettered their Q2 bottom lines from...

Let’s debunk some myths about how to invest during high inflation, and then look at alternatives.

The Federal Reserve will not end its hawkish policy anytime soon, despite a softer inflation reading for July.

After a choppy week, U.S. Treasury yields decreased on Friday as investors assessed whether an apparent slowdown in inflation gains could moderate the rate at which the Fed is raising interest rates.

On the Ethanol front, retailers say the ethanol industry can support an E15 national standard.

The Consumer Price Index data for July cooled even more than expected. The question is how will the Federal Reserve play this?

Gold and gold miners have two completely different utilities.

Forget oil—the real money is in natural gas. Or at least that’s the message coming from a pioneer of the U.S. shale revolution, Chesapeake Energy.

Yesterday, OPEC and the IEA provided their monthly reports on the oil industry. What got quite a bit of headlines was OPEC’s forecast that crude demand would decrease during the remainder of the year.

The importance of the physical metal is coming back to the forefront in the face of the imbalances created by the new geopolitical context and the difficulties linked to securing supplies.