Commodities Analysis & Opinion

Gold bugs anticipate the August non-farm payrolls to be the weakest in 2-½ years Historical trends show mixed reactions in gold prices to lackluster U.S. job data If the numbers do meet...

European natural gas prices rallied yesterday as the threat of strike action in the Australian LNG industry grew. This is after unions served a strike notice to Chevron (NYSE:CVX).Energy – A...

Chinese economic uncertainty keeps halting a copper rally The copper-to-gold ratio indicates a slowing global economy and decreasing demand for copper in the short term But despite short-term...

Dollar near 3-month highs, boosted by Fed’s Jackson Hole event Aug non-farm payrolls, consumer confidence, and Q2 GDP in focus this week Oil longs will also be counting on positive China...

Traders question the sudden surge in U.S. oil production reported by the EIA. The EIA's revised reporting method has raised production estimates, challenging industry expectations. U.S. oil exports...

Gold is not a risk asset, it is an insurance policy, and the gold mining industry will one day leverage that characteristicJust as a standard financial insurance policy is meant to only pay out when...

Rising real interest rates don't favor metals in the short term But silver has had a strong start to the week Meanwhile, gold has climbed back above $1900 Over the past month, gold and silver prices...

Summer heat isn’t giving up, not even in late August That could keep air-conditioning demand, power burns up next four to six weeks Hurricane season is also here, with potential for more storms...

Silver rallies 5 days in row, early departure from 5 weeks in red  Run-up predicated on continued industrial demand/dollar strength China slowdown could slow global industrial progress crucial...

Oil market expected to remain volatile in the coming week, influenced by economic data, China's economic challenges, and Federal Reserve statements at the Jackson Hole event. Evergrande (HK:3333)'s...

As many of you who follow my public articles likely know, I am an avid reader. And, from time to time, I will choose to read other public articles on various markets. I find it frustrating when...

U.S. crude production hits three-year highs for two weeks despite a 15% drop in drilling rigs. Improved production efficiency and technology advancements lead to higher output. Increasing U.S. crude...

The gold stock correction has been in play since GDX/HUI doubled topped in April-MayGold Stock Correction From a Seasonal ViewWe begin this article, which updates the gold stock correction. Below are...

Mid-$2 chokehold back with gas after spurt to $3 ends all too soon  Market could stay range-bound until winter brings a modest peak of $3.50 Tumbling rigs will not lead to a collapse in gas...