Commodities Analysis & Opinion

When one of the most respected oil bulls ever gives you a surprisingly bearish view of the market in coming years, what do you do?Well, traders who are long oil sent crude prices up again this week,...

Russia has a new excuse for why it can’t comply with its OPEC+ production quota—condensates. According to Reuters, condensates can be broadly defined as “any type of oil that...

According to popular winter lore, the higher the squirrel builds its nest before Christmas, the colder it’ll be. Weatherman John Belski says he spotted squirrels nests at record heights in...

For at least two weeks, oil prices had an unreal, even embarrassing feel to them, rallying in an almost straight line on the puff that the U.S.-China agreement was “close” to happening,...

Rising U.S. crude inventories, a weakening Chinese economy and an ever-elusive trade deal are setting up oil prices for another fall. WTI edged down, slipping from a rebound and extending a slide for...

With all the manufactured excitement over U.S.-China progress and oil bulls’ fantasy over where crude prices could go, it’s a little easy to lose sight sometimes of the commodities that...

One of the top questions plaguing oil forecasters right now is how much of the commodity the U.S. will produce in 2020. Since the fracking revolution began, U.S. production has climbed every year,...

A couple of weeks back, we explored in this column the wild bronco ride that natural gas can be. After five out of six weeks in the red, gas futures on New York’s Henry Hub suddenly turned...

They rose together on the bullish fervor that only the rare confluence of events like the trade war and Fed easing can bring. Now silver, often called the poor man’s gold, looks set to share the...

For 16 months, the trade war theater has played to packed audiences from Washington to New York and Beijing to London. Adding subplots almost daily, the drama seems to have an infinite capacity for...

A week ago, I wrote in defense of the U.S. oil supply-demand data put out by the Energy Information Administration each Wednesday.I argued specifically about the production estimate in the EIA’s...

The biggest bull market of the year in natural gas is shaping up, with huge stakes riding on an intense freeze forecast in the eastern two-thirds of the United States — the country’s...

The OPEC and OPEC+ meetings are a month away, but talk in anticipation of the events is already influencing oil prices. Both Brent and WTI dropped almost 1.5% midday Nov. 6 on news that OPEC...

This CNBC story published on Monday had a great point: Wall Street has been spooked this year by a trade war, a potential recession and multiple geopolitical concerns, including Brexit. Yet, the stock...