Commodities Analysis & Opinion

OPEC has promised oil output cuts and the Saudis are planning their first strike with shipments to the US. Yet, these factors alone aren’t expected to push crude prices into a sustained rally...

That this is a banner year for US natural gas is no longer a dispute. But with just 12 trading days left to 2018, the market is moving from betting on the size of the double-digit gains for the...

There may still be a few weeks left to 2018, but with business winding down for the year, all eyes are now on 2019. Here are three key issues that will impact oil prices in the first few months of the...

Though oil prices jumped 4 percent right after OPEC and friends announced last Friday that they would reduce production by 1.2 million barrels a day starting January 2019, skeptical markets gave back...

It was a low-key speech delivered by a crop academic in Texas, the second smallest wheat growing state in the US. But in outlining his case for wheat in 2019, Texas A&M agricultural economist Mark...

Saudi Arabia may have called the United States’ bluff in announcing an oil production cut, but in putting out one fire, Saudi Energy Minister Khalid al-Falih has possibly started another: the...

When Saudi Energy Minister Khalid al-Falih leaves Vienna on Friday, he may be beset by two bigger worries than the current oil price crisis. The first is that Russia, rather than Riyadh, has become...

The curse of shale is its gift of cheap oil to the world, so much that few remember the spectacular blow-up of US drillers during the crude price crash of two years ago.Hedge funds, of course, can...

Mexico’s new president, Manual Lopez Obrador (AMLO), hasn’t taken office yet but his administration is already making waves.First, he mothballed the under-construction new airport for...

US President Donald Trump’s actions with China at the G20 may have just strengthened Saudi Crown Prince Mohammed bin Salman’s resolve on what to do at this week’s OPEC meeting:...

Promises, and more promises: the G20 wrapped on Saturday with US President Donald Trump and China's leader Xi Jinping agreeing to agree, at a later date, on a US-China trade pact that would instantly...

From the top spot among commodity winners for this year, cocoa has been pushed to fourth place, in a span of under four weeks. Yet, as the Christmas jingle goes, December could still be “The...

Cerro Blanco is a rare entity: a million ounces of high-grade gold already permitted to be built into a mine producing more than 100,000 ounces a year. The market hasn’t paid much attention to...

With oil prices volatile, market watchers are looking toward the G20 meeting in Argentina on November 30 and the OPEC and OPEC+ meetings on December 6 and 7 for direction.Although heads of state of...