Commodities Analysis & Opinion

Treasury spreads and yield curves have become the most common ways to tell a potential recession now. But not too long ago, there was another instrument that traders relied on for this: copper. Used...

After months of quiet, palladium is erupting into record highs again, giving profit-chasing precious metals investors an outlet just as gold collapses from the exhaustion of a five-month long...

Two weeks ago, this column cautioned that if you were rushing to add to oil’s geopolitical premium in the aftermath of the Saudi attack, it was good to remember there were huge risks on both...

Oil is falling again today, on its third consecutive day of losses, but the slide isn't likely to last long — indeed the technicals are suggesting the price could be heading for a dead cat...

With just two sessions left to the best September in seven years for U.S. natural gas, some are wondering if the rest of the year will continue to see strong enough prices to flip a market that, to...

What is the chance of a U.S. sitdown with Iran in the coming days, weeks or months? And if that were to happen, what would become of oil prices and their impact on Saudi Aramco’s already-delayed...

The fact that oil needs a higher geopolitical premium after the Saudi attack is not really for debate. The question is how much that premium ought to be. Crude prices saw an exaggeration last week of...

Donald Trump’s propensity to say one thing and let his administration do another has become a gift for Iran in the aftermath of the Saudi attack, as U.S. president assured Tehran there’ll...

The attacks on Aramco facilities in Abqaiq and Khurais drew major attention from oil markets this week, largely because the geopolitical talking heads exaggerated the projected consequences with worst...

Is natural gas in overbought territory? Some say it looks that way. Others admit that while prices seem on the higher end of the range, money flows have to be respected as fund buying driven by...

As the world’s attention was riveted to the super rally in oil on Monday, investors in gold were left to their own devices, fumbling with little direction on the geopolitical premium appropriate...

Brent futures soared 13.6%, or $8.20, at today's open, to reach $68.50, after a series of drone attacks disabled half of Saudi’s oil production, reducing the global supply by 5%. Exacerbating...

If you’re rushing to add to oil’s geopolitical premium in the aftermath of Saturday's attacks on key Saudi oil facilities, there are three things you need to watch: Saudi Aramco’s...