Commodities Analysis & Opinion

Donald Trump seems to relish the trade fight he’s having with Beijing: “I love the position we’re in,” the U.S. President said this week. Soybeans farmers would beg to...

Oil bulls are still scratching their heads over how it all happened. For a few hours Monday, it felt like the world belonged to them as reports of attacks on Saudi and UAE tankers in the Gulf caused...

The fallout from the escalation of the U.S.-China trade talks has pushed the price of U.S. soybeans to just a cent over $8 a bushel, the lowest since December 2008. However, China stopped buying U.S....

The two predominant issues impacting the oil market right now appear to be the state of U.S.-China trade negotiations and U.S. oil stockpiles. However, traders should not lose sight of Saudi...

U.S. natural gas production is hitting record highs week after week. But bets for a spike in summer heating and LNG (liquified natural gas) demand is preventing prices of the fuel from caving,...

One reason commodities came roaring back within a year of the financial crisis was the notion that wide-ranging public intervention had succeeded in lowering uncertainty and systemic risks in the...

Gold is boring. The price is sideways, equities are little changed and capital is limited. Yet, despite all of that, we have seen two immense mergers in the gold sector in the last six months, plus an...

The Organization of the Petroleum Exporting Countries says it’s trying not to mix politics with oil. OPEC Secretary General Mohammad Barkindo should be applauded for his courage in saying that...

The confrontation in Venezuela between Nicolas Maduro (and his entrenched government) and Juan Guaido (and his supporters advocating for change) has intensified this week. On Tuesday, there were minor...

The first triple-digit weekly storage build of the year may have already happened in U.S. natural gas. But with the weather turning chill again, downward pricing pressure could also ease.The U.S....

It looks like the Saudis have decided to give the U.S. President a little payback for the near $40 per barrel misery they endured last winter.Saudi Energy Minister Khalid al-Falih’s clear...

The popular belief was that oil prices would go spiraling out of control with the announcement, hitting one high after another. Well, crude did smash key resistance—$65 for U.S. West Texas...

A week ago, this column suggested that Donald Trump would tap into his creativity in disrupting oil prices if Saudi Arabia didn’t raise production quickly to reciprocate his gesture of trying to...

The metals space is sort of in a holding pattern, waiting for two things: a U.S.-China trade deal and something other than sideways from gold. Without a deal, markets keep muddling along. Recently,...