Commodities Analysis & Opinion

A recent CRU note shined some useful light on how the reporting of aluminum inventory in China has been distorted by changes in the supply chain between smelters and downstream consumers. Our...

With the closure of western aluminum smelters and widely reported global growth in demand of 5 to 6% per year, why have London Metal Exchange aluminum prices remained rangebound in the mid-1600s per...

Just as April showers bring May flowers, plentiful monsoon rains in India tend to drive up demand for gold jewelry among rural, income-flush farmers, who make up a third of the country’s...

A report in the Financial Times last week covered falls in metal prices due to recent Chinese trading data.The data showed a 10% fall in China’s exports last month and a greater than expected...

Crude Oil on “head and shoulders” neckline supportOriginal post

Last week was one of consolidation and regrouping for both gold and silver, following the calamitous falls of the previous week which finally injected some momentum into both precious metals following...

Copper prices could soon see significant pressure due to what many are calling ‘a wall of supply.”A recent report from CNBC, citing commodity analysts at Goldman Sachs, reveals a supply...

CFTC COT data shows speculator’s boosted oil bets higher last week WTI Crude Oil Non-Commercial Positions: Futures market traders and large oil speculators sharply increased their overall...

Gold speculative positions dropped last week by -50,289 contracts GOLD Non-Commercial Positions: Gold speculator and large futures traders sharply cut back on their gold bullish positions last week...

Copper prices started the year on a bullish note, amid positive sentiment in the overall industrial metals complex and rising Chinese imports.Unlike other base metals, we haven’t really seen a...

We check out the EIA Report this past week in this video, Inventories will determine which way we break out of this recent consolidation range in the Oil Market. We have worked off some of the excess...

Not much price action at the metals tables in the casino. Gold -$7, and silver -$0.10. Gold to silver ratio unchanged.This will be a brief report, due to the rigors of travel this week. Read on for...

Yes, 'tis another title of understatement, gold having just completed its narrowest trading week of the year -- only 20 points between high and low -- a week ago having put in its widest,...