Commodities Analysis & Opinion

For a long time, it was the less lustrous member of the Platinum Group Metals (PGMs), despite leading the group by name. Now, platinum is coming out on its own, rallying for a third straight month to...

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...

Energy shortage fears are spreading across Asia as winter has been relentless across that continent. Despite concerns of rising cases of Covid and mixed signals on Chinese oil imports, expectations...

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...

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...

Do you want to know how gold will be doing soon? Or the USDX? You have to look at the German and French economies. You may ask “What? How can they be tied together?” Well, the...

  Oil demand is coming back and the market seems to be ill-prepared. Crude oil prices closed above 53 dollars as bullish momentum is building as supplies tighten. Total CEO says he expects...

Silver just dropped about 10% in three trading days, and some are freaking out.I say just relax…and buy the dip.In late November, silver was trading at $22. By Jan. 6, it reached $27.80,...

Another week, another yield curve steepener and continuation of the trend that began in August, 2019. Flipping to the bigger picture I added in the S&P 500, Gold and the CRB commodity index to...

Oil rally continues but may face resistance soonOil’s relentless rally is continuing, with crude prices up roughly 1.5% today, making fresh highs since the pandemic plunge. The rally will run...

The world is still battling a pandemic, the U.S. government is in turmoil and there’s no shortage of other events lurking on the global stage that could cause trouble for asset markets. Should...