Commodities Analysis & Opinion

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...

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 complexEnergy: Macro...

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...

Longtime readers of this column know that I do not put much faith in models or forecasts. Indeed, the more complicated the model and the longer term required by the prediction, the more inaccurate it...

Railroad strike could happen by Friday, crippling coal supplies  Gas supply might get tighter on late summer heat/cooling demand; LNG in view too Gas prices could target next technical range of...

Palladium may be boxed in, going nowhere on economic uncertainty Hawkish Fed not making outlook any better for auto catalyst With appropriate demand, charts show palladium could target $2,394 After...

The dollar hasn’t exactly crumbled over the past week though the retreat from its 20-year highs has been commendably consistent. There’s something else that has held admirably well for...

Traders trying to decide on right hedge ahead of Fed rate decision China’s COVID outbreak continues to throttle market confidence Bevy of consumer price index reports for August due this...

OPEC+ tried to show its market muscle with its decision to cut production quotas by a negligible 100,000 barrels per day (bpd) in October, moving the price of the Brent benchmark by almost 4% on...

Cheniere LNG crisis cancels out misguided rally sparked by Freeport LNG   Magnitude of plunge makes market technically oversold 54 billion cubic feet U.S. storage build forecast  It...

Gold continues to be undermined by rising dollar and yields Rising interest rate expectations reduce appeal of zero-yielding assets Metal is testing key support, but it could break it this time Gold...