Commodities Analysis & Opinion

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...

For those who may not remember the action we experienced in the metals market back in the summer of 2011, the market was going parabolic at the time, with some days seeing $50 increases. And the only...

Gold prices remain elevated as inflation, political differences, and the prospect of international war radiate on the horizon.This prospect of uncertainty tends to be where gold finds buyers at higher...

Saudi Arabia has had six oil ministers in just over 60 years. The first abhorred American dominance of Arabian oil and fought to end it; the second wanted low prices for greater market share; the...

Gold appears to be well-positioned for a strong pump that could carry it to new all-time high prices in 2023—and beyond. As you know, I’ve been following and writing about the precious...

The latest production cut could result in a $10 rally or more a barrel The counter-effect will be higher inflation and, possibly, more Fed hikes Ultimately, the focus on recession will return; this...

My most recent analysis on natural gas futures, garnered mixed reactions due to my writing on the probabilities of a bounce despite the bearish trend in March 2023. However, the last trading day of...

Various promotions along the way of the Continuum have distilled the case for gold down to handy buzz phrases like “got gold?” as if it were a carton of milk. Other promotions have...

Improved risk sentiment has seen oil trade higher over the week, whilst supply concerns have only added further strength. OPEC+ meet early next week and we expect the Joint Ministerial Monitoring...

Gold and silver have had a great month so far. With risk appetite improving noticeably in the last week or so, silver, which is more of a risk-sensitive commodity, has outperformed the yellow...

Western Europe's ban on Russian oil led to changes in the market, with Russia now top oil supplier to India and China Saudi Arabia increased exports to Europe but still bets on China for future...