Commodities Analysis & Opinion

U.S. soybeans saw the worst loss in 18 months in January, even after the signing of the U.S.-China phase one deal. Now, with the rest of the commodities space in meltdown from the coronavirus scare,...

Will there be an OPEC deal in the near future? “Yes” seemed almost certain to be the answer a week ago. Now, however, Russia’s hesitation on supporting output cuts proposed by its...

In the classic bear market for oil, OPEC never wins in the first round. Those familiar with the modus operandi of the cartel shouldn’t be surprised by the outcome of yesterday’s opening...

WTI is up about 1%, paring about half of yesterday’s selloff. After a year’s worth of gains for the commodity have been wiped out, is it time to get back in? Here's what to consider. The...

After U.S. forces killed Iranian general Qassem Soleimani at the beginning of January and Tehran responded by raining rockets at U.S. airbases, traders were told to pick any number they thought was...

To the average investor, being long any commodity other than gold might seem suicidal now, with the coronavirus appearing to have “infected’ almost every raw material from oil to copper...

Based on logic, palladium prices should have continued crashing with stocks, oil and other assets carrying risk related to China and its debilitating coronavirus. Yet, from what we know — or, at...

When Abdulaziz bin Salman delivered his surprise production choke to oil bears in December, the Saudi Energy Minister was only concerned about turbo-charging oil prices as much as possible for the...

Fears that the Chinese coronavirus may impact economic growth have dealt a strong blow to an already oversupplied oil market. Yesterday’s 3.77% drop was the worst since the 4.93% plunge of Jan....

The $2 support for winter-time natural gas — a standard-bearer for heating since 2016 — has crumbled, raising the obvious but yet-to-be-answered question: Where could gas go from...

In any crisis, it’s good to have as many facts in hand as possible for contingency planning. Thus, Goldman Sachs’ prophecy that oil prices could lose $3 per barrel from the new coronavirus...

Two weeks after oil appeared to have survived its biggest risk test in years, Libya has tossed a new political grenade at the market. And this too may come to pass.It’s a different story in...

It’s the second best performing commodity of the year among U.S. “softs”, driven by Asian demand. And prices of New York-traded cocoa could go even higher if a cartel and farm lobby...

The weather models dictating natural gas traders’ books are driving them crazy — and the reason is quite simple: few can really understand what’s happening to the weather...