Commodities Analysis & Opinion

The dramatic volatility we've been seeing in the price of oil provides a powerful reminder that trading this commodity is also subject to the fundamental uncertainty currently plaguing the broader...

At a glance, it looks doomed, lying at the bottom of the heap with a loss of more than 20%—officially the worst performing commodity of 2019. But scratch a little beneath the skin of its charts...

Saudi Oil Minister Abdulaziz bin Salman made two audacious bets last week. His first was that OPEC’s biggest “serial offenders”—Iraq and Nigeria—will stop breaching their...

Could oil finish the year above $70? And if it does, will it stay above that level in 2020? Lots of numbers will be flying about in the coming days on how high Brent crude and its peer WTI could go...

Dunkin runs on it; it’s been touted as the elixir of life; and now coffee may just be the caffeine booster your flagging portfolio needs before 2019 comes to an end. A crunch in Brazilian output...

It’ll come at some point; exactly when, no one’s sure. So we keep betting on what everyone says, getting more frustrated by the day as it remains elusive. This U.S.-China trade deal...

To soybean traders—and perhaps planters too—Donald Trump might as well have said that 50 billion pies will fall out of the sky for them each year. Since the U.S. president promised in...

In ‘The Best Laid Plans’, celebrated novelist Sidney Sheldon tells of a protagonist so blinded by ambition that he fails to see the nemesis who could ultimately wreck his plans. Saudi Oil...

WTI may be gearing up for a big comeback. With the outlook shifting fast around talk of deepening OPEC/OPEC+ cuts and indications China’s economic slowdown might be turning a corner, it's...

The din of the trade war was deafening enough that the world’s costliest metal hit another record high this week without too much fanfare. To those who haven’t been paying attention, ...

Like rats fleeing a sinking ship, the funds that feasted on the highs in natural gas futures just weeks ago have abandoned their positions on signs that the near-term icy blast expected in many...

OPEC and OPEC+ will meet next week to assess the state of their production restriction agreement and determine whether to extend it to June.The last time the group met, this past June, the result was...

I got to enjoy another busy Metals Investor Forum last week, alongside a packed crowd of attendees. These events are always great fun for the opportunity to talk with subscribers and fellow investors....

The season for bakes and treats is here and a supply squeeze in the must-have ingredient, sugar, is giving anxiety to U.S. bakers and confectioners and a sweet thrill to traders long the...