Commodities Analysis & Opinion

Less than a month from now – on Dec. 5 – an embargo on maritime exports of Russian crude oil to the European Union will come into force, as I explained in my last article.As a result,...

Oil prices gave up their gains yesterday after the Energy Information Administration seemed to suggest that the U.S. might be heading into a recession.In the EIA Short-Term Energy Outlook it said:...

Energy - Lower US Oil Supply Growth Oil prices came under further pressure yesterday, with ICE) Brent settling more than 2.6% lower as COVID cases in China rise, while the government recently made...

Investor interest in precious metals is shining with renewed vigour as some investors see them as a safe haven amid the storm of the crypto market. Having broken above $1700, gold is showing the first...

EU embargo on seaborne Russian oil and G7 price cap less than a month away Economic slowdown and weak China demand have capped prices Looming supply disruptions likely send oil prices higher Lack of...

Demand for oil tankers set to soar next year Number of ton-miles will increase next year by 9.5%. Part of the reason is change in routes Demand for oil tankers carrying oil products is set to soar...

Fiber up 22% last week, the most since a 21% rally in December 2012 Cotton oversold on recession fears; output slide adds to bullish advance Cotton could go to $1.07 The outlook for cotton is...

Oil prices are a little lower again on Wednesday after falling around 3% a day earlier. This came following a strong move in recent weeks in which crude prices rallied around 20% on the back of the...

There has been some very interesting posturing going on behind the public gaze in the precious metals markets, so let’s start with some headline items.The outflows on the Comex of physical...

Whether its the bottom or not, this is an excellent entry point in quality, cashed-up juniors that have not moved much yet. We also note that GDX and GDXJ)have immediate upside potential to their...

Before U.S. President Joe Biden was elected I said a vote for Biden was a vote for higher energy prices. Now, Americans have a chance to change the tide of the disastrous short-sighted energy policies...

Oil prices are easing a little on Tuesday, a day after Brent crude came within a whisker of $100 again. It’s traded below this major psychological level since July, but recent developments have...

Today is mid-term election day in America, a nation that is suffering from a major infection of...fiat-currency germs.  “You’re going to get not only inflation, not only a recession...

The bulk of the complex came under pressure yesterday after Chinese health officials reaffirmed their zero-Covid policy. Meanwhile, milder than usual weather in Europe is set to continue for at least...