Commodities Analysis & Opinion

Natgas' Achilles' heel seems to be output above 100 bcf daily Analysts forecast a higher-than-seasonal 94 bcf build to gas storage last week Last week's weather reading was 60 CDDs, slightly above...

Oil was volatile on Wednesday as bulls and bears traded opposing themes. The dollar rose 0.4%, advancing for the seventh straight session to the highest since May 14, 2002. Given that oil is priced in...

Wheat jumps 1.5% right after Putin drafts Russian farmers for Ukraine war Market up for second straight month, rising 7% from July’s close. Global grains data shows world heading for tightest...

US dollar strength and central bank tightening have weighed heavily on the gold market. And with further tightening expected there is room for more downside in the near term. However, the medium-term...

The move higher in the US Dollar has been unrelenting and this continues to weigh heavily on the commodities complex. Macro drivers remain firmly in the driving seat, while supply risks continue to be...

Copper is down 25% on the year, slid in five of the past six months $3 support held since November 2020 could break Commodities pulverized by a dollar enabled by hawkish Fed talk Exactly two months...

Cotton jumps 17% in August but then gives all back Charts suggest an immediate weakening back to July bottom of under 83 cents But cotton could also rebound to recapture highs of $1.1085 Prices and...

The macro picture continues to weigh on the commodities complex and the hawkish FOMC meeting certainly hasn't helped. However, there are clear supply risks still facing the market following...

Concerns are growing over the state of US oil production, particularly as the fate nears for implementation of the US and EU sanctions against Russian oil. Unless the US and EU reverse their policies,...

Record production of 100 bcf/d mitigates threat of a winter supply squeeze Milder temperatures heading into fall suggest less need for air-conditioning  Bull case led by Putin’s renewed threat of...

Price action across commodities is likely to be dictated by today's FOMC meeting. A 75 bps hike is likely priced in, but anything more aggressive could put further pressure on the complex Energy:...

Oversold conditions make gold vulnerable to fierce short-covering Supportive buying from lows can start recovery towards $1,680-$1,685 and more Breaching the long-held $1,681 floor of support, the...

Markets have been trading in a fairly choppy manner, while sentiment remains relatively negative for risk assets. Participants will be focused on the Fed meeting later this week and expectations in...

It’s here: The thing investors across markets and the world have been dreading. The week of the U.S. Federal Reserve’s September rate hike. If anything, the next 72 hours could lead to...