Commodities Analysis & Opinion

G7 price cap policy faces challenges as oil market shifts Lack of enforcement undermines effectiveness of price cap policy on Russian oil prices New revenue streams and increased taxes limit the...

There’s so much uncertainty today that I think the markets are uncertain about being uncertain.I know gold is sure trading like it. With so much uncertainty in the world today, it’s not...

When I wrote my last analysis on May 4, 2023, gold bugs were not prepared to believe that gold prices were about to take a breather. However, that day marked the initial sign of an impending rapid...

Saudi energy minister threatens more output cuts and pain for short-sellers Market takes caution in stride though prices surge on U.S. weekly consumption Supply-balance imbalance could tip prices the...

FCOJ entrenches position in club of double-digit commodity annual gainers Orange juice up 29% on the year, could finish May in the black after 2 months of losses Rabobank says sans overproduction in...

US debt crisis rolls on as Biden, McCarthy hold to their positions Gold, oil soft in Monday’s Asian trade on wavering headlines for a likely debt deal Fed remarks parsed as well for potential...

My last analysis discussed the possibility of a rally in natural gas prices. At that time, many traders failed to anticipate the impact of price consolidation near $2 leading up to May 12, 2023....

First, let me get this in print up front; the gold price (like most/all markets) is manipulated in different ways. It can be talked down, it can be subject to paper buying/selling that does not bear...

G7 leaders to discuss new sanctions targeting Russia's oil and gas sector, potentially impacting global oil prices. Germany advocates for increased public investment in natural gas production,...

Gold’s closing streak above $2,000 short-circuited by dollar, Treasuries But a study of trading charts show gold’s upside probably chipped, not broken Spot gold should not close below...

Dept of Energy says initial purchase for SPR will be 3 million barrels Dept. says it has intent to buy more later in the year but provides no schedule Analysts say crude prices will decide on...

Approximately 12 years ago, I wrote my first public market prognostication and it was focused on gold. At the time, gold was enjoying a parabolic rally, and the discussion amongst the general public...

If WTI regains mojo, it could move towards $75; if not test of $60 support open Gold only needs to stay above $2,000 to keep alive chance of a new record high Fed Chair Powell, a slew of central bank...

Chinese inflation remains weak, raising concerns about the economic rebound Price stagnation and falling prices in China indicate deflation Copper could continue to head lower as demand in China hits...