Commodities Analysis & Opinion

Oil prices break losing streak following OPEC+ meeting OPEC+ reaffirmed production cut commitment, expecting prices to recover Refilling the U.S. Strategic Petroleum Reserve may help buoy prices, but...

Judging by the March 13th U.S. inflation report, retail eggs still show the most dramatic price movements, which is a big puzzle for many poultry farmers, consumers and economists. Since the bird's...

Oil Oil prices are stable today after suffering significant losses as investors worried about the financial crisis's spillover impact. We are still not out of the woods, and it would be incorrect to...

There is a commodity performance cycle. As a downturn begins, commodities weaken, and Gold begins to perform well in real terms. When central banks are forced to print and the government is forced to...

Reports that regulators at the U.S. Federal Deposit Insurance Corp (FDIC) have asked banks interested in buying the failed Silicon Valley Bank and Signature Bank (NASDAQ:SBNY) or the possibility that...

We’ve got a major situation brewing in the banking sector, and it’s got the market on edge. Silicon Valley Bank (SVB) and Signature Bank’s recent collapses have sent shockwaves through the financial...

Gold was forming a bull flag as predicted. Longs at strong support at 1893/90 worked perfectly as we held above 1885 & shot higher to my targets of 1914, 1924/26 & 1935. An easy 40-point profit....

Storage remains ample from abysmal winter heating demand  LNG processing below par as Freeport has way to go before peak liquefaction Gas prices seen stuck in mid-$2 range near term, at least If...

Last week we wrote about the inevitable bullish fundamentals for gold. Recent events that followed our editorial signal that the inevitable is moving closer to imminent. Due to bank failures, a...

Gold prices extended gains on Wednesday as risk aversion hit markets amid fears the U.S. banking crisis spreading into the Old Continent, with Credit Suisse shares plummeting. Against this backdrop,...

Another day another bank failure. The banking crisis is causing a deleveraging by big banks, pulling back their exposure to oil and causing prices to fall harder than other risk assets. Credit Suisse...

On average, over 20% – or about $200 – of input costs to grow an acre of corn is expected to be spent on fertilizer in 2023. The cost is, however, down 3% from 2022, according to this projection. From...

Gold prices fell after their impressive gains in the aftermath of the SVB’s collapse. But as I explain in this video, more gains seem likely as prices test some key support levels.

Gold We see an additional correction for gold as the dollar index gains pace, and traders expect that the Fed's attitude will remain intact despite the impact of the SVB. As previously said, the US...