Commodities Analysis & Opinion

Silver down 8% over four weeks, at an inflection point now amid China slowdown China is world’s largest solar panel maker, with 430GW or more of solar capacity China slowdown, without doubt,...

US CPI, China inflation data both on tap this week, keeping markets on edge Crude rally could cause new inflation worry for Fed just as US jobs growth ease Fed, yearning for 2% US inflation, will...

Diesel could emerge as a new inflation worry for Fed Heating oil, a proxy for diesel, is up 28% over 6 weeks vs an 11% gain for gasoline Tight diesel stocks to blame, say bulls; some claim...

South-Central America is baking, power burns are off the charts Yet, gas prices are heading south, not north, as supply stays adequate  Front-month Sept gas on Henry Hub must clear $2.60 for...

Weakened auto outlook has weighed on PGMs this year, particularly palladium Since May, platinum and palladium have moved same way on dollar rebound To rebound, palladium has to cross first resistance...

Gold’s struggle at holding $2,000 visible after Tuesday’s about-turn U.S. jobs report on Friday could help decide metal’s near-term direction Spot gold has to stay above $1,987;...

July’s double-digit rally in oil could continue, fundamental and charts show Yet, threat of inflation grows as a barrel of crude, gasoline get costlier Fed likely to fight back with higher...

Hottest weather pattern of 40 years emerging, signaling more power burn  But gas keeps trading sideways, dynamically positioned at $2.65  Gas storage “reclassifications” also...

Upon analyzing this week's movements of natural gas futures, it becomes evident that the bulls are striving to maintain the August futures above $2.676, with the aim of experiencing wild price swings...

98% consensus for 25-bps hike means gold, silver to dip before Powell comments Fed chief’s outlook on rates will tell if another hike due before the end of 2023 While another rate pause is seen...

Monday's China Politburo meeting marks a distinct shift in sentiment from the Chinese government away a softly-softly approach to steering the nation's economy. Instead, the readout from the meeting...

The price of the world’s favorite precious metal remains near its upper range of the past three years, but this is disappointing for gold bulls. The surge of inflation in the wake of the...

Crude begins three-day grind towards U.S. rate decision for July Fed chief Jay Powell likely to laud win against inflation but express caution too Dollar’s performance post-Fed will be key to...

Debate on gas storage raises question of whether stockpile vs demand is too high Some analysts still see an oversupplied market, and need for more summer heat Gas has potential to go above $3, but...