Commodities Analysis & Opinion

2021 will be remembered as the year of inflation’s comeback and gold's dissatisfying reaction to it. Will gold improve its behavior in 2022? You thought that 2020 was a terrible year, but we...

As in sports, a weak market streak can reverse in the next season. However, the precious metals team looks like it’s about to drop out of the league. While gold, silver, and mining stocks were...

Stable energy prices can mean a stable government. Yet the biggest risk to global stability is not climate change but the ill-planned energy transition that could destabilize the globe. The latest...

If you thought investing in precious metals would be an excellent hedge for you against inflation then you’re having a bad time. I thought that gold and silver would do a lot better, but here we...

WTI crude oil traded higher yesterday, breaking above the 78.53 barrier, marked by the high of Jan. 5. That said, the advance was paused near the 80.52 level. Overall, the liquid is trading above the...

On Friday, the EIA reported a mild withdrawal of only -31Bcf, much lighter than expectations and much lighter than the 5-year average draw of -108 Bcf that decreased supplies to 3.195 Bcf and...

In the commodities world, they’re called ‘softs’. But really robusta coffee, sugar, cocoa and orange juice can be labeled ‘fun commodities’ because of the joy people have...

The Fed has ratcheted up tough talk and is conditioning the market for an interest rate hike sooner rather than later. Fed futures yesterday signaled as high as an 81% chance of a rate hike in...

Oil shakes off sentiment hitOil is continuing to push higher as traders price in a modest economic impact from omicron. The OPEC+ meeting this week supported the view and the price of oil is now not...

The great gold love trade appears to be alive and well, despite gold having a down year in 2021. India, the second largest consumer of the yellow metal after China, reported spending a record $55.7...

The Fed minutes freaked out the stock market, but does a more aggressive Fed signal a red-hot economy and stronger oil demand by default? The answer is yes!Global oil demand is exceeding expectations...

What a way to start a year! Gold just faked its comeback before moving to new yearly lows. That’s a very bearish way for a market to start the year.Given that miners underperformed gold and...

Crude traders have had a strong start to the year with crude futures trading in the green over the first full week of 2022 trading so far. On the back of hefty position reductions across the end of...

At the end of December, the Federal Reserve Bank of Dallas released the results of its fourth quarter energy survey which included data collected between Dec. 8–16 from 90 exploration and...