Commodities Analysis & Opinion

The biggest winners of U.S. President Donald Trump’s ban on Iranian oil will be the Saudis. The biggest losers might not be the Iranians.From China to India, as well as the United States,...

U.S. President Donald Trump is doing his utmost to alleviate an upcoming summer squeeze on oil supply by playing to Saudi expectations in banning Iranian oil—while starting a new threat...

The spectacular stock market rally since the end of last year has set in motion a powerful risk-on cycle. Increased confidence in the economy, growing optimism that equities will just keep going...

It took a while but it finally seems to be happening. The argument that natural gas prices can’t be at the high $2 levels with production at record highs and the weather getting cheerier by the...

Trade deal or not, it’s going to take quite a lot to restore the glory of U.S. soy products in China. And you can blame the poor pigs for that.The dreaded African Swine Fever is obliterating...

"Oil prices have been climbing steadily throughout the spring, with WTI increasing by more than $20/bbl from lows reached in early winter. But don’t get too optimistic that supply and demand is...

Once again, OPEC is cutting production in shocking style, and again hedge funds are responding by pushing oil prices to higher levels each week. And once again, the seeds to the next crude market...

Forecasts for air both cool and warm will continue to challenge investors in pricing natural gas this week, as the market prepares to receive data likely to show the second storage build for...

The writing is on the wall: Saudi Arabia and its oil-producing allies can’t keep up very much longer with production cuts the way they’ve been going.Saudi Energy Minister Khalid al-Falih...

Will money managers take meaningful profit from oil after five straight weeks of gains? And will gold bugs find a new lease of life with the Federal Reserve increasingly underpressure from President...

First, Saudi Arabia put its market share for crude on the line. Now, it's threatening to risk decades of its relationship with the United States just so that it can sell oil at the price it wants.The...

On Sunday night, the Saudi Arabian national oil company, Saudi Aramco, released its bond prospectus ahead of roadshows in New York and London. The company recently agreed to purchase Saudi...

Iron ore was up more than 4% today, though it ultimately settled 2.63% higher. This brings the current rally to its third straight day and an accumulated gain of 7.46%.We expect the rally to resume,...

There might never be a good time to buy copper.The industrial metal, used in making everything from phone cables to power turbines, was one the first quarter’s stars, gaining 11% on talk that...