Commodities Analysis & Opinion

Oil bears think a barrel of US crude will hit the low $50 levels next, and UK Brent under $60, to extend this week’s selloff.I think instead that oil’s one-way trade over the past...

If the fundamental outlook for oil prices has you confused, you’re in good company. We're confused too.Recently, Saudi Arabia assumed a zero-risk strategy regarding output. The Kingdom has...

It’s important to consider now how potential inflation in the United States could impact the price of oil. It's been one year since the United States began lockdowns in response to the...

The natural gas market has gone from being as hot as the furnaces it heated just weeks ago to lukewarm. The move reflects its 18% price drop in one month as the United States transitions from winter...

Nearly 3,000 miles from the Zurich headquarters of Barry Callebaut (SIX:BARN), Ghana’s cocoa traders are anxiously watching how the Swiss chocolatier will respond to the controversy that's...

It’s the commodity that’s most in the red for March after natural gas, prompting one to ask: is electric vehicle battery metal nickel losing its supercharged rally of the past year?As of...

It’s here. The stimulus America has waited three months for. In the coming days and weeks, we will see how the different markets respond to the Biden administration’s $1.9 trillion...

Yesterday, in Using Metals to Trade Both Sides of Inflation, we noted that the dynamics of inflation were multi-faceted. Rising inflation would be positive for economic growth, job creation and...

Deep within the confines of some of South America’s most fertile lands, a threat might be growing to the rally in US soybeans. Brazil’s Rio Grande do Sul, Santa Catarina and...

With conviction about the recovery from COVID-19 growing by the day, the price of every commodity is reaching for its pre-pandemic dynamism. For gold, nothing could be worse.Unlike oil or copper,...

The red metal soars to a decade high Stockpiles are low, but manipulation is common The case for new record highs in copper Risk rises with the price Levels to watch: Producers are golden, but costs...

The first thing you need to do is forget the impact the February US jobs report will have on the gold price beyond today. Forget it, because the impact will most likely be what Federal Reserve...

OPEC and OPEC+ meet on Thursday, Mar. 4 and Friday, Mar. 5, respectively, to consider increasing oil production during April and beyond. There are two issues at stake for OPEC+ this week, both related...

As frightful as the Texas deep-freeze blitz and the euphoria of $3 plus pricing was three weeks back, a new challenge has crept into natural gas: the dawn of spring weather and keeping support at the...