Commodities Analysis & Opinion

The past two years have seen headlines dogged by inflation and the Federal Reserve’s fight to end inflation.That fight has seen the Federal Reserve raise interest rates over and over...

Yesterday’s risk-off move dragged commodities lower. And with little in the way of oil-related releases this week, oil price direction is likely to continue to be dictated by external...

It’s been two decades of pain with interim bullish flashes in gold stocks, and the herds are painfully aware. They’ve learned their lesson, and now they could miss a coming opportunity as...

Inflation concerns peaked last year when agriculture and oil prices peaked.This year has seen inflation fears subside as key price inputs fall. BUT investors should not be complacent. Inflation risks...

The commodities complex came under pressure yesterday with a stronger USD weighing on markets. Demand also remains a key concern for the oil market, while for grain markets, a resumption of Black Sea...

Russia over-delivered on its promise to cut March production by 500,000 bpd, cutting it by 700,000 bpd instead. Despite the production cut, Russia’s crude oil and petroleum products exports rose...

Movements by natural gas futures in the first three trading sessions indicate wild price swings are likely with swings in national demand between light and moderate.According to natgasweather.com...

Last week, the Treasury Department revealed that the federal deficit hit $1.1 trillion in the first half of the fiscal year ending in March, $432 billion larger than the same period a year earlier....

Chinese GDP data was better than expected, while other Chinese activity data was also strong. The data releases helped to push metal prices higher, however, oil was more rangeboundEnergy- Strong...

PGMs rally on dollar’s recent lows, China’s better-than-expected Q1 GDP Dollar, however, up now on Fed speculation; spotty China factory data weighs Technically PGMs look solid; palladium...

Movements by natural gas futures since Apr. 14, 2023, while hitting a new low at $1.945, indicate a tilt in the waking habit of the natural gas bulls.This looks evident enough to show a similarity...

Oil prices came under pressure yesterday on the back of a stronger USD.Energy - Progress on Northern Iraqi Oil ExportsOil prices started the trading week on a weak footing. ICE Brent settled 1.8%...

Last week, the Biden administration proposed aggressive new tailpipe emissions standards that, if enforced, would leave carmakers with no other choice than to produce electric vehicles (EVs) almost...

With 17 days to May 3 rate decision, Fed looks quite sure to add quarter point More tightening doesn’t really surprise but Fed acknowledged recession possibility Recent U.S. inflation data soft...