Commodities Analysis & Opinion

It was a mixed set of data for the oil market yesterday. The IEA report was fairly neutral with both supply and demand growth estimates increasing by 0.2MMbbls/d. The weekly report from the EIA was...

Except for the South, typical heat for this time of year eludes many parts of U.S. Demand for gas-powered cooling has accordingly been lower Analysts caution that both weather and gas production...

Tehran's embassy opening in Riyadh is unlikely to impact Saudi Arabia, OPEC, or oil policies. Still, rapprochement between the two countries could facilitate U.S. negotiations, potentially affecting...

Even after CPI, Fed decision, pricing a barrel might not get any easier Oil bulls double down on summer demand and tightening inventories Bears point to economic uncertainty and supply withstanding...

The copper market could see an “unprecedented” inflow in the coming years as investors seek to profit from the metal’s anticipated surge in value, driven by growing demand for...

Tuesday/Wednesday promise high drama for oil and gold with CPI/Fed decision on tap Oil bulls might have another headache as Iran’s Khamenei eager for nuclear deal Even rebuild of US crude...

Cool pre-summer comes on the heels of extraordinarily warm winter 27% fewer cooling degree days in May than year-ago; trend to continue Gas storage likely added another 100+ bcf build last...

U.S. drillers have the potential to double oil output from existing wells, thanks to new drilling efficiencies and innovations such as shale well refracturing Higher drilling efficiency is driving...

For the benefit of the rolling cameras, Saudi Energy Minister Prince Abdulaziz bin Salman triumphantly declared that the rest of OPEC+ will keep to promised oil cuts till 2024 while the kingdom itself...

It’s what authoritarian regimes do when they want to black out information or silence news that’s inconvenient. And this week, OPEC, the oil cartel, showed similar despotic, or desperate...

OPEC and OPEC+ will meet on June 4 to discuss oil production. Traders should be on watch to see whether OPEC decides to keep production steady or to implement further oil production cuts this year.On...

After more than 6% loss for May, gas’ ability to resume upside is in question Bears cite ever-rising output, throttled LNG exports, and weak demand for cooling Bulls say potential global supply...

Trepidation over debt ceiling deal continues ahead of Congress passage Oil, gold focused on U.S. May job numbers for clues on Fed’s June 14 decision Meanwhile, market anticipates a Fed hike in...

There’s been plenty of uncertainty in the air. From our economy to the stock market to politics to war abroad, consumers are concerned.So we continue to look for facts, signals, and clues in the...