Commodities Analysis & Opinion

From the Land of The Rising Sun, comes new hope for Iran. And possibly doom for OPEC in the near run.As Saudi Crown Prince Mohammed bin Salman and his distinguished Energy Minister Khalid al-Falih...

The melody was in place. All the Russians had to do was sing along with the Saudis. Yet the song that emerged in the end was barely in tune with OPEC’s needs.We’re talking about the...

U.S. President Donald Trump has proven again to be the biggest disruptor of oil markets, with his 11th hour flip-flop on Mexican tariffs likely to extend crude’s comeback rally from last week.On...

Nothing beats the exhilaration of being on the right side of a market. Even better, when the momentum seems totally on your side, prompting you to disregard all caution signs in the way. But...

Although the words came off a published interview rather than a live news conference, they reflected the vintage Khalid al-Falih we knew—calm, measured and dignified in providing just the right...

From fund managers in Connecticut holding long contracts of oil worth millions of dollars to powerful energy ministers in the Middle East in charge of billions of barrels of their countries’...

What tidings will this summer bring for oil? With Memorial Day flagging off the annual U.S. driving spectacle, all eyes will be on gasoline stats from here on, to see if fuel consumption keeps up with...

If there’s one person who’s enjoying the trade war with China, it’s Donald Trump. The U.S. President made that clear two weeks back: “I love the position we’re in”,...

It could turn out to be a perfect storm for natural gas bulls in the near-term, with a few real storms thrown in as well.Relentless record highs in production, benign weather and Memorial Day travels...

OPEC’s Joint Ministerial Monitoring Committee (JMMC) met last weekend in Jeddah, Saudi Arabia and reports suggest it's prepared to recommend that OPEC and OPEC+ rollover their production...

Gold has traded side-ways so far this week, moving very little in either direction. But judging by last week’s price action, the metal could be on the verge of another sharp move lower,...

The oil bull might wish he had bought some corn instead. Despite OPEC’s best efforts to cut production, crude futures are struggling to make headway after a gain of more than 30% over the past...

If the price action that came at first was worthy of a champagne pop, it’s also because the initial messaging was just as sparkling for its unity and coherence.Saudi Energy Minister Khalid...

As expected, Saudi Arabia and the United Arab Emirates aren’t ready to concede a barrel of oil beyond market needs, so that crude prices will not come under undue pressure. Yet, what might help...