Commodities Analysis & Opinion

Two weeks ago, this column cautioned that if you were rushing to add to oil’s geopolitical premium in the aftermath of the Saudi attack, it was good to remember there were huge risks on both...

Oil is falling again today, on its third consecutive day of losses, but the slide isn't likely to last long — indeed the technicals are suggesting the price could be heading for a dead cat...

With just two sessions left to the best September in seven years for U.S. natural gas, some are wondering if the rest of the year will continue to see strong enough prices to flip a market that, to...

Following the Sep. 14 attack on Saudi oil infrastructure, we saw the oil market jump on Monday. Since then, prices have been returning to pre-attack levels. While a chorus of talking heads can be...

The Metals Investor Forum (Sept. 6-7) and the Precious Metals Summit in Beaver Creek, Colorado, were both well-attended and very useful conferences. And the crowds at both were more positive on gold...

History is a good predictor of the future, so goes the saying. And few things might prove that better than backdated U.S. crude inventories, where an extraordinary narrative of chronologically...

Despite gold rallying for a fourth day, it’s being squeezed between conflicting market fundamental themes, including a global economic slowdown, dollar strength and the Fed's current interest...

What is the chance of a U.S. sitdown with Iran in the coming days, weeks or months? And if that were to happen, what would become of oil prices and their impact on Saudi Aramco’s already-delayed...

The fact that oil needs a higher geopolitical premium after the Saudi attack is not really for debate. The question is how much that premium ought to be. Crude prices saw an exaggeration last week of...

Investing in gold is a pure bet on the economy. The precious metal hit a six-year high this month as central banks globally eased their monetary policy to deal with the slowdown in growth triggered by...

Donald Trump’s propensity to say one thing and let his administration do another has become a gift for Iran in the aftermath of the Saudi attack, as U.S. president assured Tehran there’ll...

The attacks on Aramco facilities in Abqaiq and Khurais drew major attention from oil markets this week, largely because the geopolitical talking heads exaggerated the projected consequences with worst...

Is natural gas in overbought territory? Some say it looks that way. Others admit that while prices seem on the higher end of the range, money flows have to be respected as fund buying driven by...

With oil prices exploding higher yesterday, we take a look at how WTI has performed following similar spikes of volatility.By yesterday’s close, WTI futures enjoyed their fifth most bullish...