Commodities Analysis & Opinion

It was a session of two halves for oil yesterday with prices initially weaker on the back of China’s retaliatory tariffs against the US. However, a tougher US stance on Iran saw the market claw back...

Oil markets are seeing a correction after Canada and Mexico came to a last-minute deal with the US, which will see tariffs postponed by at least a month Energy – No Change to OPEC+ Output Policy The...

New tariffs on energy imports may lead to higher gasoline prices but won't drastically impact crude oil in the long run. Despite Trump's protectionist stance, oil price forecasts remain unchanged,...

Oil prices have rallied on the back of US tariffs imposed on imports from Canada, Mexico and China, while metal and agri commodities have come under pressure Energy – Tariffs on Canadian Energy...

Gold Ratios are indicating our projected countercycle is slowly coming to be and that is to the benefit of the gold mining industry Gold ratios such as those to Oil/Energy and Copper/Industrial...

Looking at the price of Gold in US Dollar is critical to understanding its trend for US investors. Today we look at a “monthly” chart of the Gold to US Dollar ratio to highlight why Gold may be...

European gas prices have jumped to their highest level in more than a year. Meanwhile, aluminium rose in yesterday’s trading after reports of the EU proposing a phased ban on imports of Russian...

Upon analyzing the movements by the Natural Gas Futures for Mar 25 (NGH5), I find that despite surging volatility, exhaustion is likely to continue in Feb. 2025 as the current scenario indicates a...

The EU plans to ban Russian aluminium imports as part of a sanctions package ahead of the third anniversary of Russia’s invasion of Ukraine Energy – Crude Oil Steady Crude oil prices steadied...

Commodity markets were unable to escape the sell-off that was seen in equities, while the threat of tariffs will not be helping sentiment Energy – Unable to Escape Risk-off Move Oil prices came under...

Gold's recent pullback signals reduced safe-haven demand, though inflation fears persist. Central bank meetings ahead may influence gold’s trajectory, with support levels at $2750 and $2710. The...

Tariff developments over the weekend have led to a stronger dollar this morning and weighed on large parts of the commodities complex Energy – Tanker Rates Ease Oil prices saw their first weekly...

Upon analyzing the movement of the natural gas futures since the day US President Donald Trump was inaugurated, I find that surging bearish pressure says a lot about the sustainability of the prices...

Oil prices traded lower yesterday after President Trump’s speech at the World Economic Forum, while European gas prices remain well supported given storage concerns Energy Oil prices came under...