Commodities Analysis & Opinion

A couple of weeks ago, Wheaton Precious Metals released a very useful study on the gold-silver ratio. It concluded that there is no characteristic value for the gold-silver ratio – that there is...

Amid the sea of red in the year-to-date returns of commodities, investors looking to lock in ahead of a rebound might miss one viable candidate: cotton. While it could be an important gauge of the...

Right now, market incongruities are increasing on what appears to be three levels:1. On Wednesday, both the S&P 500 and NASDAQ Composite each notched new record highs, yet demand for Treasurys...

The price of Brent rose 10% over the past 7 days, to trade around $59 per barrel on Wednesday. The U.S. stock market made moves higher as well, although companies connected to China, such as Apple...

Winter 2019/20 might not be the worst in years, at least it's not as warm as winter 2011/12. This week’s swing from south to north in natural gas prices, as a large part of America turned...

It was never meant to be like this. At least not in the way the Saudis had imagined it. After breaking up the last OPEC meeting back in early December, Saudi Energy Minister Abdulaziz bin Salman might...

There’s a topic in the gold space that I haven’t given its due: consolidation. I was reminded of this when going through some notes gathered since the start of 2020, including a Bloomberg...

No one knows how coronavirus will end up influencing the Chinese economy or oil demand.One cause of this uncertainty: Sino society isn't open, and official information is largely controlled by the...

An unexpectedly intense chill has given natural gas bulls a chance to survive this week and possibly next with their long positions, as heating demand for the fuel rises in what's been one of the...

It’s the stuff that dreams are made of — and with commodities, few have dared to dream lately. Yet for investors who believed in raw sugar, the reality is a market that’s beaten...

Gold is declining on Tuesday, halting a four-day rally, after the S&P 500 and NASDAQ hit fresh records yesterday and all U.S. indices closed at the top of the session. Monday’s exuberance...

U.S. soybeans saw the worst loss in 18 months in January, even after the signing of the U.S.-China phase one deal. Now, with the rest of the commodities space in meltdown from the coronavirus scare,...

Will there be an OPEC deal in the near future? “Yes” seemed almost certain to be the answer a week ago. Now, however, Russia’s hesitation on supporting output cuts proposed by its...