Commodities Analysis & Opinion

To me, the most believable thing about the Saudis, Russians and the rest of OPEC meeting again is that they’ll be meeting again.Everything else is a big “if,” including production...

As expected, the news from U.S. oil producers is concerning. The former secretary of energy and former governor of Texas Rick Perry said on Fox News that "we are on the verge of a massive collapse of...

Five cents — that’s what U.S. natural gas’ average daily range has been over the past week, after the gyrations of mid-March, as traders wonder if there’ll be any reprieve for...

First they did it to oil. Next, they might do it to gold.Russia’s often underestimated strength as a global economic influencer is beginning to dawn on some investors as crude prices languish at...

COVID-19 has changed almost every way the world works. Governments are paying people to stay at home. Landlords are telling tenants to use rent money to settle other bills first. And Texas is telling...

It could well be time to short oil again.Last week, we expected oil to rebound toward $30, along with a rising flag. But conditions appear worse than we had anticipated after the commodity's...

First, thank the Federal Reserve, the ECB and other global central banks for their response to the COVID-19 pandemic. Then, the U.S. Senate and lawmakers around the world. Finished? Now, say thank you...

Last week I addressed factors that could influence oil demand. In this article, I lay out positive and negative scenarios for oil supply.The best case scenario is one in which oil supplies decrease...

Like a Disney animation, gold suddenly seems to have transformed with the wave of a fairy pixie’s wand and sprinkle of magic dust.From a safe haven that looked anything but “safe”...

With XAU/USD rising for the third day, could gold be reclaiming its glittering crown? Several analysts, including those at Goldman Sachs, seem to think so. And the technicals appear to agree with...

Is the first U.S. gasoline build in eight weeks looming? At least one veteran watcher of the energy space seems to think so.Dominick Chirichella, who has tracked the oil and gas markets for over...

Yes, we know that the headline may evoke some disparaging comments. Yes, we’re aware that there’s a global pandemic that's disrupting manufacturing lines and shipping supply chains, and we...

How long will it be before crude trades in the teens?It's a question without doubt in the minds of us all, though another question to be asked is what will happen to shale oil at those prices.West...

Over the last decade, Texas could only think of one thing to tell its oil industry: “drill, baby, drill!”Now, the Lone Star State is telling those same drillers: “slower, baby,...