Commodities Analysis & Opinion

Pelosi's Taiwan trip provokes China Worries investors  Treasuries and the dollar rally siphoning demand from gold  Geopolitical tensions have risen on concerns about US House Speaker Nancy...

From Pelosi in Taiwan to plummeting dollar and yields, gold has reasons to rally Last week’s gain of 2.2% was gold’s best week in 4 months Notion of peaking Fed rate hikes could send...

Crude prices will depend on OPEC meeting vs. U.S. jobs data/Fed rate hike Gold will take a cue from dollar/yields ahead of the July jobs report due Friday Minneapolis Fed’s Kashkari says market...

First US recession since pandemic signals Fed will stop super-sized rate hikes Dollar, Treasury yields weaken, opening bullish path for gold Chartists say yellow metal must hold above $1,750 in...

Next week, on August 3, OPEC+ will meet to discuss production quotas for September and perhaps for the rest of 2022. This meeting could be of great consequence to oil markets, because OPEC+ has...

Pre-contract expiry squeeze sends Henry Hub gas over $9, before retreat  Russia slashing gas delivery to Europe heightens demand for US LNG  Rally in US natural gas may have some way to...

Copper’s longer-term outlook far superior to its near-term Down 24% on the year, and 33% below March record highs Metal oversold and having one of its worst years US copper producer...

Palladium headed for first positive month in three, rising 14% from June lows Up 14% from June lows but still about 40% below March record highs Russia can squeeze palladium supply but likely...

Swings expected in oil and gold prices until Fed decision at least Powell’s take on the economy will also peruse for signs of recession US Q2 GDP on Thursday and Core PCE Inflation on...

What affects the price of gold? Capital.com's latest explainer film examines how bear markets, double digit inflation, rate hikes and demand shocks have moved the price of gold over the past 50 years....

Gold prints potential reversal candle pattern Yields drop as recession concerns mount Gold may be able to rise towards $1800 Gold is in focus today after Thursday’s bullish price action as fresh...

Lumber futures are a lagging indicator of home building  There is a disconnect between futures of lumber and physical prices of lumber Demand for homes still exceeds capacity and needs to fall...

Russian oil did not come off the market when sanctions were introduced In reality, demand for Russian oil increased Growing unwillingness in Europe to sacrifice economic growth for Ukraine It has been...

Henry Hub’s most-active gas contract up 40% from 3 weeks ago Despite outsized demand, gas-in-storage likely rose due to idled Freeport LNG plant Focus on US heatwave keeping prices up amid...