Commodities Analysis & Opinion

From Pelosi in Taiwan to plummeting dollar and yields, gold has reasons to rally Last week’s gain of 2.2% was gold’s best week in 4 months Notion of peaking Fed rate hikes could send...

Crude prices will depend on OPEC meeting vs. U.S. jobs data/Fed rate hike Gold will take a cue from dollar/yields ahead of the July jobs report due Friday Minneapolis Fed’s Kashkari says market...

First US recession since pandemic signals Fed will stop super-sized rate hikes Dollar, Treasury yields weaken, opening bullish path for gold Chartists say yellow metal must hold above $1,750 in...

Next week, on August 3, OPEC+ will meet to discuss production quotas for September and perhaps for the rest of 2022. This meeting could be of great consequence to oil markets, because OPEC+ has...

Pre-contract expiry squeeze sends Henry Hub gas over $9, before retreat  Russia slashing gas delivery to Europe heightens demand for US LNG  Rally in US natural gas may have some way to...

Natural gas has touched its highest level since 2008 in July, putting the commodity on track for its strongest month on record, as Russia cuts supply and the heat wave continues.However, the price...

Palladium headed for first positive month in three, rising 14% from June lows Up 14% from June lows but still about 40% below March record highs Russia can squeeze palladium supply but likely...

In less than six week, oil is down 29%. Since the June 14 peak, it has almost erased all the gains since Russia's invasion of Ukraine on February 24. If anyone continues to think we are not going into...

Gold prints potential reversal candle pattern Yields drop as recession concerns mount Gold may be able to rise towards $1800 Gold is in focus today after Thursday’s bullish price action as fresh...

Lumber futures are a lagging indicator of home building  There is a disconnect between futures of lumber and physical prices of lumber Demand for homes still exceeds capacity and needs to fall...

Russian oil did not come off the market when sanctions were introduced In reality, demand for Russian oil increased Growing unwillingness in Europe to sacrifice economic growth for Ukraine It has been...

Henry Hub’s most-active gas contract up 40% from 3 weeks ago Despite outsized demand, gas-in-storage likely rose due to idled Freeport LNG plant Focus on US heatwave keeping prices up amid...

Spot silver hit a 2-year low of $18.132 on July 14 Silver also in bear market, losing 20% on the year Charts suggest a turnaround from here to $19 and, eventually, $20 After almost four months in the...

Fed officials observe blackout ahead of interest rate decision  Unusually light week for US economic data Gold seems to be boxed in a trading range of $10 or less After saturating the airwaves...