Commodities Analysis & Opinion

Oil and gas companies are posting their third quarter earnings this week and next. So far, the results are varied despite dismal market sentiment on demand growth and generally low oil prices. BP...

Some think it’ll happen in a matter of weeks, or before the year-end. Others are willing to give it until 2020.But most appear to agree on one thing: It’s a matter of when, not if, for...

Is U.S. crude oil production really at record highs? Or is the EIA’s estimate out-of-whack with what’s happening on the ground, especially with the collapse in oil drilling rigs that...

Sitting pretty—at least for now—on their $1,500 perch, gold punters seem convinced about what the Federal Reserve will do on Wednesday. Expectations for a third straight U.S. rate cut are...

It was just what grains markets seemed to have waited for months: China, China, and more China. And when people familiar with China's grains demand indicated on Wednesday—albeit through...

OPEC chatter still has some ability to rally oil prices⁠—at least temporarily. The market proved this when WTI surged 1.6% and Brent gained 1% on the morning of Oct. 22 after Reuter...

Away from the figurative trading pits for oil and gold in New York, something aromatically strong is drawing commodity bulls in: arabica. From six-week lows just two weeks ago, arabica coffee on ICE...

British premier Boris Johnson’s do-or-die move on Brexit adds new dread for oil longs this week, along with uncertainties over China’s economic growth and talk of Russia missing OPEC...

When U.S. President Donald Trump announced that trade negotiations with China were progressing well via Twitter Oct. 11, oil markets reacted swiftly. By 2:00 pm, they'd gained 1.5% and then, news...

It’s odd but both the bulls and bears in natural gas might detest the market right now. However, after four weeks in the red, gas futures on the New York Mercantile Exchange’s Henry Hub...

Corn and wheat are up about 10% each since the end of August, while soybeans have moved higher by 8%, giving commodity bulls wary of being caught on the wrong side of oil and gold a chance for some...

Gold is back to flirting with $1,500, with futures crossing that territory and bowing out before Monday’s settlement in New York. Bullion, meanwhile, has parked itself within striking distance...

The United States said on Friday it has reached a tariffs “pause” with China. At this point, we need to hit the rewind button to go back to December 2018 to see what happened after...

As this week began, we warned that the macro picture might completely hijack the oil and gold markets, leaving both at the vagaries of U.S.-China talks and rate cut speculation. Given that these have...