Commodities Analysis & Opinion

Last week, the Biden administration proposed aggressive new tailpipe emissions standards that, if enforced, would leave carmakers with no other choice than to produce electric vehicles (EVs) almost...

With 17 days to May 3 rate decision, Fed looks quite sure to add quarter point More tightening doesn’t really surprise but Fed acknowledged recession possibility Recent U.S. inflation data soft...

Amid uncertain times, natural gas futures traders seem to be unsure about the direction of prices as the futures market met selling sprees on every upward move. Despite more than 90% of positions...

A monthly chart view of the gold price projects a break to the blue sky, but needs to confirm a breakout first (and endure the noise of an ‘in the bag’ banking sector)Lately, gold has been...

Despite setback dealt by March NFP, upside momentum has seized gold  Cooling inflation, bets for Fed pause has underpinned new rally Futures have reached $15 short of record high, spot price $25...

The likelihood of hot temperatures ahead in the US and Europe could result in a sharp reversal in natural gas prices as the bottom-testing at $2 seems to be near completion.Analysis of the movements...

First gas injection of 2023 likely occurred last week with 28-bcf build Spring start to storage one of the most bloated ever, seen at 1.881 tfc Charts suggest gas futures could break $2 support again...

China’s oil demand growth is expected to slow down, while India’s should accelerate in the coming years. India’s fuel consumption hit a new record in March, largely due to increased...

Gary Tanashian of NFTRH.com.com understands gold stock and gold mining fundamentals like no other. In this interview he discusses the major potential fundamental change at hand, Silver acting as a...

Last Week’s ObservationsNatural gas futures hit a new low on Apr. 5 after a steep slide on the announcement of a meager weekly withdrawal, which makes the storage 32% higher than a year ago and...

Central banks accumulated gold at the fastest pace on record in the first two months of 2023, according to a report by the World Gold Council’s (WGC) Krishan Gopaul. In January and February,...

Uncertainty about the Federal Reserve's next move on rates is causing caution in the commodities market, particularly for gold and oil Inflation data due this week, along with the Fed's minutes of...

Real gold mining macro fundamentals matter. A lot. Here is a list of things that don’t matter, or at least shouldn’t matter when considering a bullish view of the gold stock sector (GDX,...

Saudi Arabia's surprise production cut was targeted at short sellers. While Saudi energy ministers dislike futures trading's role in the oil market, it helps increase liquidity. Meanwhile, water has...