Commodities Analysis & Opinion

Money makes the mining sector go round. Given that financings are the only way for explorers to raise money, the way that financings happen is an important topic for the sector.The process has changed...

First, Saudi Arabia put its market share for crude on the line. Now, it's threatening to risk decades of its relationship with the United States just so that it can sell oil at the price it wants.The...

WTI stands near a 5-month high and, while there are near-term signs of exhaustion, market positioning, technicals and seasonality suggest further gains could eventually unfold.Ultimately, large...

On Sunday night, the Saudi Arabian national oil company, Saudi Aramco, released its bond prospectus ahead of roadshows in New York and London. The company recently agreed to purchase Saudi...

Iron ore was up more than 4% today, though it ultimately settled 2.63% higher. This brings the current rally to its third straight day and an accumulated gain of 7.46%.We expect the rally to resume,...

There might never be a good time to buy copper.The industrial metal, used in making everything from phone cables to power turbines, was one the first quarter’s stars, gaining 11% on talk that...

There’s little dispute to Bloomberg’s remark that the first quarter will be a tough act for commodities to follow. What might be more telling is legendary British footballer Bill...

America’s most prominent oil drillers have under-hedged their production for 2020 despite this year’s rally in crude, according to data from Goldman Sachs (NYSE:GS) that’s almost...

We're watching three developing situations, in three different, major, oil-producing regions, that are hitting global supply of crude oil in a variety of ways. Each could impact prices in the near-,...

Stalling at our $60 target, we suspect there could be further for upside potential for WTI judging from its bullish trend structure and encouraging signs from the weekly COT report. Prices are...

The most important takeaways from the Prospectors & Developers Association of Canada 2019 convention for me are my new investment ideas.But alongside the stock picks, people always ask about...

Can a U.S. president with re-energized political fortunes add to this week’s dynamics in oil?With all that’s going on to muddle crude’s fundamentals—from last week’s...

Rains pouring on Ivory Coast are bringing relief to the West African nation in its hottest month ever, but there’s still some way to go before farmers in the world’s largest cocoa grower...

The price of WTI finally broke $60 on Wednesday after EIA’s weekly report showed a draw of 9.6 million barrels of oil from U.S. stores. Since the API’s estimate on Tuesday had been much...