Commodities Analysis & Opinion

Over the past decade, gold producers have seen their mine operating costs rise by an average of 15% annually, mainly driven by rising labor, fuel, and consumables costs and falling ore grades.The fall...

Not a very merry, indeed a rather dour Season's Greetings that. But 'tis what 'tis. On this day wherein as viewed from Earth the Sun reaches it southernmost degree of travel, we clearly have arrived...

Recent reforms that would open oil exploration and development in Mexico to major oil companies for the first time in decades has the media all atwitter about the prospects of a reversal in declining...

On the day after the U.S. Federal Reserve’s announcement that it will scale back quantitative easing, or QE, by $10 billion a month starting in January, gold slipped below the $1,200...

It was a solid week for markets and many stocks are doing very, very well as we run into the holidays as so often happens. There are some hefty gains going on right now and we’re right in the...

We have seen the perfect storm come down on gold and silver this past week with the Fed taper, Congress agreement on the budget for two years and higher than expected GDP, but there is another reason...

A smattering of random information on Quarterly Expiration. I've NEVER seen WTI implied options volatility lower. Front month ATM = 14%. March = 15%. Back in late March (2013) Crude vol was nearly...

If you've been bearish on Coffee since 2011, you've been on the right side of the trade as Coffee has lost 66% of its value in a couple of years.Due to long-term Fibonacci support and extreme...

There are many aspects to the success of a rare earth element (REE) deposit being developed into a mine. Yet the question arises: Why are so many REE projects not put into production while standing...