Commodities Analysis & Opinion

A week ago, I started this column by asking if the natural gas market would be able to clear the $3 pricing bar early into the new year and hold above that level through the full winter schedule.Now...

A combination of dynamic factors generally drive oil markets: geopolitics, policy and fundamentals. While the fundamentals can be measured, and their changes tracked, there is no way to consistently...

Even before oil started 2020 trading, Donald Trump fed the market a China bull.The U.S. president announced on New Year’s eve that the much-awaited preliminary trade deal between Washington and...

It has the most fascinating story of the soft commodities complex, rising from 13-year-lows to become the darling of the space for this decade, all within seven months. Yet, the odd thing about...

Silver will make a move in price in excess of its total annual seasonal gain over the coming two months.The chart below shows the average moves in silver prices in the course of a calendar year over...

Grains had their biggest price bonanza of the decade when the worst drought in half a century almost decimated the U.S. soybeans, corn and wheat crops in 2012 — a rare occurrence indeed to...

Today’s penultimate natural gas storage data for 2019 ought to be good for the bulls, with a drawdown that should be 50% higher from the previous week and more than double year-ago levels....

For oil, the lowest prices of 2019 came at the start of the year with WTI at only $42.52 per barrel and Brent priced at $49.93. Currently, both are in the $60 range as WTI hovers at the low end and...

Stranger things have happened in a decade, so it’s probably not surprising that as we reach another ten-year marker in precious metals, gold is still the number one hedge for inflation and the...

WTI is falling for the second day following reports that Kuwait and Saudi Arabia are nearing a deal to restart production in the shared neutral zone along their border which has been untouched for...

Another decade has gone by in commodities, with none the wiser on whether the world is any closer to hitting peak demand or production in oil and a return to $100 pricing on a barrel of crude. As the...

From New York to London to Beijing, there is less fear of a recession in 2020, as the U.S. economic juggernaut aligns with a tentative trade deal for China and a smoother path for Brexit. Looking at...

Anyone who reads my work knows that I’m bullish on gold going into 2020. The fundamental forces are well aligned, led by negative real rates.There is one force that isn’t playing along:...

For oil traders focused on the production side of the industry, a serious concern is always the ability to identify the so-called swing producers, usually identified by a country, capable of moving...