Commodity Analysis & Opinion

Energy - Kazakh oil disruptions Metals – MMG Peru copper miners begin strike Agriculture – Cocoa jumps on supply woes Energy - Kazakh oil disruptions A move lower in treasury yields and...

Energy - Attention remains on OPEC+ Metals – Gold surges to six-month highs Agriculture – UNICA reports higher cane crush Energy - Attention remains on OPEC+ The oil market came under...

The Brent crude oil market is currently navigating a complex landscape, reflected in the recent decline in prices. On Monday, the price of Brent crude fell to $79.95 per barrel, indicating a notable...

Energy - OPEC+ makes progress Metals - Gold above $2,000 Agriculture– Solid Ukrainian grain harvest Energy - OPEC+ makes progress Sentiment in the oil market remains negative. ICE (NYSE:ICE)...

Energy - OPEC+ meeting delayed Metals – LME on-warrant zinc stockpiles rise Agriculture – Ukrainian grain exports remain under pressure Energy - OPEC+ meeting delayed Disagreement has...

The Copper to Gold ratio has been indicating an oncoming counter-cyclical environment since breaking down in June 2022.Copper: Cyclical, inflation sensitive, and a material of positive economic...

If you have been reading any of my articles over the last 12 years, you know that I have a major issue with the common view of how markets work, as represented through the public articles that we all...

Economists at TD Securities think gold could surge as high as $2,100 in the coming months amid a potential dovish pivot by the Federal Reserve.Over the past week, gold prices have increased...

Energy - Oil weakness increases likelihood of Saudi extension Metals – LME zinc on-warrant stocks rise Agriculture – IGC raises grain production estimates Energy - Oil weakness increases...

U.S. inflation has fallen faster than expected and Fed's target is right around the corner Meanwhile, gold has rebounded after US dollar's weakening But $2,000 remains a key resistance for the yellow...

Energy - US crude inventories increase Metals – China’s steel output falls Agriculture – ISO cuts global sugar deficit estimate Energy - US crude inventories increase Oil came...

Energy - OPEC still sees tight market Agriculture – US harvest progress Energy - OPEC still sees tight market Following the heavy sell-off in the market over the last 3 weeks, oil has managed...

A little over a century ago, Captain John Alcock and Lieutenant Arthur Whitten Brown became the first people to make a nonstop, transatlantic flight. Beginning in Newfoundland and ending with a...

Energy – Oil steady ahead of key monthly reports Metals – LME aluminium stocks increase Agricultre – UNICA reports higher sugar production Energy – Oil steady ahead of key...