Commodities Analysis & Opinion

China's jet fuel demand has surged as airline traffic recovers from the pandemic, providing a much-needed boost to the country's refining sector. Despite the strong growth in jet fuel demand,...

Apparently, Governor Gavin Newsom and the California Energy Commission (CEC) are considering following the same playbook that the late Venezuela Hugo Chavez once laid out. No, I am not talking about...

I suggested in the previous post that there was a technical indicator unique to Slope. As Yoda once said: there is another. Specifically, the WET (Whining Excessively, Tim) indicator, illustrated by...

Gold (XAU/USD) prices have rebounded to 2394 USD per troy ounce, paring previous losses as the likelihood of a US Federal Reserve rate cut increases. Market sentiment is increasingly cautious amid...

With the rising risk of a recession and bear market and ensuing volatility impacting all asset classes, here are the five charts Gold investors should follow.  

Gold and precious metals have performed well over the last few years. Central bank demand, De-dollarization, and other foreign sources of demand pushed gold to break out of its 13-year cup and handle...

It looks like peak oil demand will still be somewhere far out in the future. Despite predictions by organizations like the International Energy Agency (IEA) that oil demand would peak, the fact is...

Oil prices remain subdued due to recession fears and demand concerns. US stockpiles unexpectedly increased, adding to the bearish sentiment, EIA data out later today. Geopolitical tensions in the...

After starting Monday with a plunge of more than 3%, oil recovered almost all losses by the end of the day. However, as the price approached the $74 level, the balance of power shifted back to the...

Recession fears are cooling off as well as the risk that Iran will attack Israel anytime soon. Perhaps diplomacy had Iran change their mind about a direct attack against Israel or maybe it was...

Friday’s worse-than-expected US NFP report set off a spasm of fear that metastasized into panic and blind selling of every market by the US open today. The risk of a global recession – if it...

As I write this, the yield on the 10-year Treasury has fallen below 3.8% as global markets tumble on growing recession fears. Investors rushed into the perceived safety of government debt after...

Petroleum markets are giving up gains as they hope for soft economic landing is starting to look less likely. The possibility of war in the Middle East is getting real with Iran threatening to...

Market turbulence caused currency gains and declines in bond yields and stocks, affecting gold prices. Disappointing jobs data shifted expectations to significant Fed rate cuts, increasing market...