Commodities Analysis & Opinion

Donald Trump’s propensity to say one thing and let his administration do another has become a gift for Iran in the aftermath of the Saudi attack, as U.S. president assured Tehran there’ll...

The attacks on Aramco facilities in Abqaiq and Khurais drew major attention from oil markets this week, largely because the geopolitical talking heads exaggerated the projected consequences with worst...

Is natural gas in overbought territory? Some say it looks that way. Others admit that while prices seem on the higher end of the range, money flows have to be respected as fund buying driven by...

As the world’s attention was riveted to the super rally in oil on Monday, investors in gold were left to their own devices, fumbling with little direction on the geopolitical premium appropriate...

Brent futures soared 13.6%, or $8.20, at today's open, to reach $68.50, after a series of drone attacks disabled half of Saudi’s oil production, reducing the global supply by 5%. Exacerbating...

If you’re rushing to add to oil’s geopolitical premium in the aftermath of Saturday's attacks on key Saudi oil facilities, there are three things you need to watch: Saudi Aramco’s...

OPEC held its Joint Ministerial Monitoring Committee (JMMC) meeting this morning, setting the stage for the upcoming OPEC and OPEC+ meeting on Dec. 5th. While not meant for policy creation, JMMC...

With the heatwave across the U.S. expected to last a couple more weeks, keeping air-conditioning demand and the fuel’s prices bubbling, natural gas bulls are living on borrowed time before the...

Why have China and Russia — America's two biggest opponents in trade and global dominance — been amassing gold? Might they be planning to dump U.S. Treasurys? China’s gold reserves...

If Ali Al-Naimi, Saudi Arabia’s legendary two-decade long energy minister, were to place a call today to Khalid Al-Falih, the man who replaced him back in 2016, he’d probably tell...

Blockbuster U.S. draws have helped crude prices go strong late into the summer. But production is also up stealthily year-on-year, despite a sheer drop in the U.S. oil rig count—a less...

Is the gold rally under threat? The world’s favorite safe haven has gone far this year—hitting highs not seen since 2013—as collapsing bond yields, currency and equity market flux,...

The price of soybeans is about to jump as China finds itself out of options for sourcing the commodity other than once again importing them from the U.S. despite the trade war. Adding to price...

A Southern heat blast has saved U.S. natural gas from testing the depths of $2 pricing, jacking up air-conditioning usage and providing relief for the market ahead of the advent of the typical...