Commodities Analysis & Opinion

Traders question the sudden surge in U.S. oil production reported by the EIA. The EIA's revised reporting method has raised production estimates, challenging industry expectations. U.S. oil exports...

Gold is not a risk asset, it is an insurance policy, and the gold mining industry will one day leverage that characteristicJust as a standard financial insurance policy is meant to only pay out when...

Precious metals have been a bit boring of late due to some sideways trading. But that boredom may come to an abrupt end shortly.Today’s chart takes a long-term view of Silver, highlighting a...

Rising real interest rates don't favor metals in the short term But silver has had a strong start to the week Meanwhile, gold has climbed back above $1900 Over the past month, gold and silver prices...

Summer heat isn’t giving up, not even in late August That could keep air-conditioning demand, power burns up next four to six weeks Hurricane season is also here, with potential for more storms...

The oil market continues to face headwinds, both on the macro front and on the back of expectations of supply increases. Meanwhile, the natural gas market could see further volatility over the coming...

Oil market expected to remain volatile in the coming week, influenced by economic data, China's economic challenges, and Federal Reserve statements at the Jackson Hole event. Evergrande's Chapter 15...

As many of you who follow my public articles likely know, I am an avid reader. And, from time to time, I will choose to read other public articles on various markets. I find it frustrating when...

The gold stock correction has been in play since GDX/HUI doubled topped in April-MayGold Stock Correction From a Seasonal ViewWe begin this article, which updates the gold stock correction. Below are...

Mid-$2 chokehold back with gas after spurt to $3 ends all too soon  Market could stay range-bound until winter brings a modest peak of $3.50 Tumbling rigs will not lead to a collapse in gas...

After muted US July CPI, stronger retail sales keep Fed in hawkish mode  Dollar Index charge above 103 could drive spot gold to as low as $1,846 If dollar slides goes well below 103 perch,...

Although Copper isn’t the economic bellwether that it was 50 years ago, it is still an important barometer of economic activity.As you can see in today’s chart, Copper fell sharply into...

Oil prices are above $80 after rallying for several weeks Bulls eye US retail sales, Fed minutes in a relatively data-light week After oil's winning streak, a pullback could be in the offing After a...

The world’s largest oil producing group says demand is steady and will get better through 2024. But the biggest exporter within the cartel is so afraid of lower prices for crude that it has to...