Commodities Analysis & Opinion

To which you wily readers weren’t surprised a wit this past Tuesday upon “Forever First Fitch” downgrading the credit rating of the dear ol’ USA from AAA to...

Gold investors have vanished at least American stock-market ones. Despite gold’s strong upleg since late September, identifiable investment demand through major gold ETFs has been all but...

The Biden Energy Policy is unraveling before our very eyes as Saudi Arabia decides to extend production cuts and there is nothing Biden can do about it. Oil prices are on track for their 6th week of...

Diesel could emerge as a new inflation worry for Fed Heating oil, a proxy for diesel, is up 28% over 6 weeks vs an 11% gain for gasoline Tight diesel stocks to blame, say bulls; some claim...

In this video, we discuss the monthly technicals for Gold & Silver. We note key support & resistance levels and opine on which way the technicals are leaning.

Mining is the new, old industry as the search for critical minerals promises a multi-decade mining boom, driven by the tech industry, renewable demand and decarbonization which requires a lot of...

South-Central America is baking, power burns are off the charts Yet, gas prices are heading south, not north, as supply stays adequate  Front-month Sept gas on Henry Hub must clear $2.60 for...

What a difference 24h can make, huh? Gold Futures rallied visibly on Monday, only to give it back on Tuesday. Same with miners. What’s next?Exactly the same thing that was likely before...

Weakened auto outlook has weighed on PGMs this year, particularly palladium Since May, platinum and palladium have moved same way on dollar rebound To rebound, palladium has to cross first resistance...

In the age of fiat currency, the distinct concepts of saving and investing have become conflated and confused.Saving is producing more than you consume and then setting the difference aside. Investing...

While artificial intelligence and robots may replace many workers at some point, inflation can still rise in that environment, and central banks will continue to hike rates to fight...

What are the key drivers of supply and demand for ag this month? How is inflation impacting the demand situation? We spoke to Doug Christie, a former executive at Cargills PLC and author of the...

By Jon Forrest LittleThe G7 leaders say they are committed to reaching so-called "net zero" emissions by 2050 after halving global emissions by 2030. The initiative has many buzz phrases such as...

Oil and gasoline diesel prices soar to new highs because the market is finding out that reports of weak global oil demand were just an illusion. Kind of like the “illusion” that Hunter...