Commodities Analysis & Opinion

Fundamentals evolving toward a looser supply/demand situation Despite colder outlook, gas futures leaped some 8% in last two days No signs yet of storms that usually add to supply fears If it’s...

All eyes on U.S. CPI  Precious metals have made post-nonfarm payroll highs Silver’s hammer monthly candle off key long-term support suggests low might be in Precious metals have been able...

Seven weeks until next US rate hike Stronger-than-forecast July CPI could hurt gold But the damage likely won’t last given bullion’s recent momentum Is gold’s inflation-play...

Silver is worst performing precious metal year-to-date Some analysts think price may have bottomed But long-term outlook remains weak Silver is 9.7% down for the year amid a strengthening dollar,...

Starbucks’ sales roar while the raw price of arabica coffee plummets The disconnect is in production of cocoa beans, which is above need Technicals suggest arabica could go to as low as $1.77...

July CPI reading on Wednesday eagerly awaited across markets Headline inflation expected to cool, though it could surprise to the upside Oil, gold prices remain in a tight range ahead of the CPI...

US gas futures face bearish pressure as output rises, summer heat wanes $8.50 could be a resistance; with a break beneath $7.50 opening the door to $6.50 Freeport stays a factor, though a faster...

Trade awaits OPEC+ output decision but US jobs report could matter more   No concession on Fed rate hikes if nonfarm payrolls remain strong Higher rates will feed dollar strength, another...

From Pelosi in Taiwan to plummeting dollar and yields, gold has reasons to rally Last week’s gain of 2.2% was gold’s best week in 4 months Notion of peaking Fed rate hikes could send...

Crude prices will depend on OPEC meeting vs. U.S. jobs data/Fed rate hike Gold will take a cue from dollar/yields ahead of the July jobs report due Friday Minneapolis Fed’s Kashkari says market...

First US recession since pandemic signals Fed will stop super-sized rate hikes Dollar, Treasury yields weaken, opening bullish path for gold Chartists say yellow metal must hold above $1,750 in...

Next week, on August 3, OPEC+ will meet to discuss production quotas for September and perhaps for the rest of 2022. This meeting could be of great consequence to oil markets, because OPEC+ has...

Pre-contract expiry squeeze sends Henry Hub gas over $9, before retreat  Russia slashing gas delivery to Europe heightens demand for US LNG  Rally in US natural gas may have some way to...

Natural gas has touched its highest level since 2008 in July, putting the commodity on track for its strongest month on record, as Russia cuts supply and the heat wave continues.However, the price...