Commodities Analysis & Opinion

Do you drink coffee by the pots and like it sweet? Even if you do, that’s unlikely to lift the arabica market from its current doldrums, or send a lifeline to sugar, which is also at multi-year...

Prices of agricultural commodities—from hogs to cattle to corn—jumped on yesterday's US trade agreement with Mexico that aims to rewrite NAFTA, but US commodity markets as a whole will...

Gold has been on the back foot lately. Since hitting a yearly high of $1,365.40 on April 11, the price of the precious metal has slipped nearly 11%. The market narrative explaining the sluggish price...

The potential elimination of rate hike guarantees into December, signaled by Federal Reserve Chairman Jerome Powell on Friday, could lead to more profit-taking in the dollar this week, while giving...

It’s building up to be one of most suspenseful commodity markets with an outcome none can quite predict as yet. US natural gas prices are at an inflection point, with summer cooling demand...

For oil markets, November 5—the date when US economic sanctions against Iranian oil and gas will go live—is just around the corner. Below are six recent regional developments that could...

After hitting the roof in May, US lumber hasn’t exactly plunged to bargain basement prices just yet. Clichés aside, however, a near 30-percent drop from the commodity's peak is indeed...

I’ll start with a quick note on Aben Resources (V:ABN). I look at the drill results properly in Portfolio Updates, but here I want to comment on what to do with the stock – buy more, sell...

US energy bulls who missed their chance to profit from $3 natural gas this summer—despite overwhelming demand for air-conditioning—are setting their sights on the upcoming winter, when...

Crude oil is under significant pressure, as multiple risks threaten the continuing global economic expansion. Obvious culprits include the Turkish economic crisis and ongoing trade war.The former has...

Geert Rouwenhorst, the Yale professor who shares responsibility for the idea that commodities are an asset class, got plenty of laughs when he told a trade conference 12 years ago that most people...

As most everyone knows by now, the Turkish lira is struggling. On Monday, its value dropped to more than 7 lira to the dollar before rebounding slightly. If Turkey’s currency issues continue,...

Gold has recently lost its safe-haven shine to the dollar, which is benefiting from the security of the U.S. economy, as well as a growing favorable interest rate differential.However,...

In “A Frayed History: The Journey of Cotton in India”, authors Meena Menon and Uzramma write of both the extreme riches and hardship that can be experienced from growing and trading the...