Commodities Analysis & Opinion

Crude oil prices are pressured downward by rising supply and limited demand, with geopolitical risk premiums decreasing post-Trump's election. A potential surplus is expected in 2025 due to weak...

China’s finance ministry announced last week that it would end its export tax rebate policy for Aluminium, starting 1 December. LME aluminium prices surged as much as 8.5% on Friday following the...

For you valued regular readers of The Gold Update, price’s demise across these past three weeks ought be no surprise. Into Halloween week, gold vis-à-vis its near-term smooth valuation line ran...

There’s not much going on today in the markets, with the exception of the general stock market, which finally declined after invalidating its move above 6,000. This might have a profound impact on...

What we (NFTRH) viewed as a bullish but frothy sector – the precious metals, which had led the post-March broad rally into late October – has finally taken the haircut it needed. Or to use another...

Crude Oil WTI Futures prices are weaker this morning in part because the Fed Chairman said, “The economy is not sending any signals that we need to be in a hurry to lower rates.” But also, on the...

Crude is testing a T/L support that has been holding since September. Between this and the L/T channel’s T/L resistance WTI is trapped in a symmetrical triangle. The medium-term trend is clearly...

European gas prices are trading at their highest levels since November last year on concerns that some Russian pipeline flows could be disrupted soon. Energy - European Gas Surges, US Gas Falls Most...

The sell-off in the precious metals sector since the election has nothing to do with Trump’s victory. That thesis is based on the price-action in the precious metals sector when Trump was elected in...

After a (slightly) hotter-than-expected PPI report and strong jobless claims this morning, the door is cracked open to a Fed pause in December. Traders are already pricing in a meaningful pause in...

President Trump’s desire to cut energy prices in half will be a lot easier if the International Energy Agency’s prediction of a coming oil glut is correct. (spoiler alert; it is probably not). In...

Trump Trade of a stronger US dollar and rapidly rising longer-term US Treasury yields have triggered a negative feedback loop into Gold (XAU/USD) The longer-term positive aspect of Gold as a hedge...

A troy ounce of gold is getting cheaper and heading towards 2560 USD on Thursday.For gold prices, the current value is an eight-week low. It is being influenced by the strong US dollar. The market...

When Silver breaks $50/oz it will be the biggest breakout in the modern history of capital markets. We cover the implications and price targets.