Commodities Analysis & Opinion

On Monday morning, U.S. Secretary of State Mike Pompeo announced that the U.S. government would be ending all significant reduction exemptions (SREs) for purchasers of Iranian oil. This means an end...

In the eyes of the world, the Saudis can’t have it better than they do now, with Russia to support them on production cuts and the U.S. to work with on output increases. Yet those in the know...

The biggest winners of U.S. President Donald Trump’s ban on Iranian oil will be the Saudis. The biggest losers might not be the Iranians.From China to India, as well as the United States,...

U.S. President Donald Trump is doing his utmost to alleviate an upcoming summer squeeze on oil supply by playing to Saudi expectations in banning Iranian oil—while starting a new threat...

This year has delivered, for the most part, a one-way move higher for oil prices as OPEC + production cuts have successfully stabilized prices. Crude Oil WTI Futures crude has rallied more than 40%...

The spectacular stock market rally since the end of last year has set in motion a powerful risk-on cycle. Increased confidence in the economy, growing optimism that equities will just keep going...

Trade deal or not, it’s going to take quite a lot to restore the glory of U.S. soy products in China. And you can blame the poor pigs for that.The dreaded African Swine Fever is obliterating...

"Oil prices have been climbing steadily throughout the spring, with WTI increasing by more than $20/bbl from lows reached in early winter. But don’t get too optimistic that supply and demand is...

Oil loses momentum just after breaking resistanceA second large inventory build in two weeks, reported by EIA on Wednesday, has seen the oil rally stutter just as it was getting going. A break through...

Once again, OPEC is cutting production in shocking style, and again hedge funds are responding by pushing oil prices to higher levels each week. And once again, the seeds to the next crude market...

Oil prices are rising, with WTI now safely above $60 per barrel and Brent surpassing $70 per barrel. President Donald Trump has already made his dislike of higher oil prices clear, but his policies...

Forecasts for air both cool and warm will continue to challenge investors in pricing natural gas this week, as the market prepares to receive data likely to show the second storage build for...

Oil prices traded lower after the Energy Information Administration (EIA) reported a higher than expected buildup of U.S. crude inventories. Stock rose by 7 million, but the report was mixed as...

Mother Nature has joined oil in adding to sugar prices.Drought in the world’s second largest sugar grower, India—with output from the Maharashtra state, which houses India’s iconic...