Commodities Analysis & Opinion

Gold back at $1,700, first time since Sept. 14 after near 2% gain over five days Monday’s rally in gold fired by poor US factory activity Gold bulls hope US data gets worse throwing Fed off...

Crude starts Q4 up 3% on bets of a major OPEC+ cut Cut would follow September’s nominal 100,000 bpd reduction Waving a red flag to oil bulls, the US dollar goes into rally mode Oil bulls are...

LME is weighing a ban on Russian-origin metals A ban will expose the 145-year-old exchange to legal challenges Could be an opportunity to make long bets on these metals “In commodities, anything...

The Federal Reserve Bank of Dallas' third quarter energy survey was released yesterday (Sept. 28). It provides an interesting look at oil and gas production in the most productive onshore region in...

Natgas' Achilles' heel seems to be output above 100 bcf daily Analysts forecast a higher-than-seasonal 94 bcf build to gas storage last week Last week's weather reading was 60 CDDs, slightly above...

Oil was volatile on Wednesday as bulls and bears traded opposing themes. The dollar rose 0.4%, advancing for the seventh straight session to the highest since May 14, 2002. Given that oil is priced in...

Copper is down 25% on the year, slid in five of the past six months $3 support held since November 2020 could break Commodities pulverized by a dollar enabled by hawkish Fed talk Exactly two months...

Oil prices down for fourth straight month Headed for first quarterly loss in two years Technical charts suggest bears could press for $72 low before September ends But a rebound could propel US crude...

Gold traders had a wild ride in Wednesday's trade after the US Federal Reserve Fed hiked interest rates another jumbo 0.75%, making it the third hike in a row for the US central bank. The yellow...

Concerns are growing over the state of US oil production, particularly as the fate nears for implementation of the US and EU sanctions against Russian oil. Unless the US and EU reverse their policies,...

Record production of 100 bcf/d mitigates threat of a winter supply squeeze Milder temperatures heading into fall suggest less need for air-conditioning  Bull case led by Putin’s renewed...

Oversold conditions make gold vulnerable to fierce short-covering Supportive buying from lows can start recovery towards $1,680-$1,685 and more Breaching the long-held $1,681 floor of support, the...

It’s here: The thing investors across markets and the world have been dreading. The week of the U.S. Federal Reserve’s September rate hike. If anything, the next 72 hours could lead to...

Gold's meltdown to June 2020 lows is excessive To prevent further hemorrhaging, needs to turn some resistance to support Short-term bearish trend can turn bullish if $1,750-$1,760 is...