Commodities Analysis & Opinion

My team prepares Custom Valuations Index charts to understand how capital is being deployed in the global markets alongside US Dollar and Treasury Yields. The purpose of the Custom Index charts in...

Like it or not, our modern way of life remains extremely dependent on oil. And even using the rosiest of forecasts, that’s not going to change anytime soon.Which is why petroleum geologist Art...

Gold was sheared this past week by -1.2% and is now -3.9% year-to-date. Silver was smeared this past week by -2.6% and is now -6.4% year-to-date. But relax: have a cracker 'n schmear, perhaps even a...

Narural Gas on the NYMEX had another volatile week before closing 1.85% higher than a week ago at $2.75. EIA confirmed on Thursday a rather average withdrawal for this time of year of 134 Bcf for the...

The broader commodities market is enjoying a multi-month rally that has seen momentum carry over into early 2021.One area of commodities that’s seen a big lift is the metals space. We hear a lot...

Hurray! The disastrous year of 2020, which brought about the COVID-19 pandemic, the Great Lockdown, and the economic crisis, is over! Now, the question is what will 2021 be like – both for the...

Following last week’s big sell-off, gold and silver have both managed to cling on to their respective key support levels as investors weigh conflicting macro factors. With the recent rebound in...

Asian spot LNG prices dropped to as low as around $1.85 per million British thermal units (mmBtu) in May last year as coronavirus-induced lockdowns hammered gas demand, but shot up to a record...

On the corn front we have a little changeup as the “Tale of Two Cities,” started getting into the minds of traders. With yesterday starting the thoughts of the possibilities of changing...

The price of gold remains at $1,850, and the key drivers are higher bond yields and a stronger risk appetite.Last week, the yellow metal tanked below $1,900 again, and it hasn’t rebounded since...

Profit-taking hits oil pricesOil prices beat a modest retreat overnight with official US Crude Inventory data broadly neutral. Headline crude inventories fell more than expected, but distillates and...

Oil news is slow in the aftermath of last week’s OPEC+ meeting, but there are four issues oil traders should be looking at this week.1. Demand Still Conforms to Seasonal PatternsEven though...

An interesting split has formed in the U.S. natural gas trade on how cold January could be—a debate that has given legs to the market's rebound from three-month lows, while preventing it from...

Oil slips after another bright startOil started yesterday on the front foot but slipped as the US open approached and has been lower since. It’s been a remarable rally for crude in recent...