Commodity Analysis & Comment

US energy bulls who missed their chance to profit from $3 natural gas this summer—despite overwhelming demand for air-conditioning—are setting their sights on the upcoming winter, when...

Crude oil is under significant pressure, as multiple risks threaten the continuing global economic expansion. Obvious culprits include the Turkish economic crisis and ongoing trade war. The former has...

Geert Rouwenhorst, the Yale professor who shares responsibility for the idea that commodities are an asset class, got plenty of laughs when he told a trade conference 12 years ago that most people...

Wednesday August 15: Five things the markets are talking about Global equities traded mixed overnight as market risk appetite continues to be tested by Turkey’s induced turmoil. U.S Treasuries...

As most everyone knows by now, the Turkish lira is struggling. On Monday, its value dropped to more than 7 lira to the dollar before rebounding slightly. If Turkey’s currency issues continue,...

Though it has underwhelmed this summer, US gasoline may still have some fuel in the tank for a year-end rally. Known as Reformulated Blendstock for Oxygenate Blending—or simply...

Gold has recently lost its safe-haven shine to the dollar, which is benefiting from the security of the U.S. economy, as well as a growing favorable interest rate differential. However,...

In “A Frayed History: The Journey of Cotton in India”, authors Meena Menon and Uzramma write of both the extreme riches and hardship that can be experienced from growing and trading the...

Gold bugs will battle to defend the yellow metal at the key $1,200 an ounce level this week as Turkey’s sanctions crisis diverts investors from commodities and other risk assets into the dollar....

US oil prices have fallen below $70 a barrel since the record high production of 11 million barrels per day announced in July. But price drop aside, investors in the country’s shale crude sector...

Market Overview With bond markets seemingly taking the summer off, the dollar is taking its lead from the direction of the yuan. Since the PBoC decision to raise the reserve requirement ratio last...

It was the best performing commodity in the first quarter. Now, cocoa might be lucky to remain in the tenth spot the rest of the year after weaker grinding results and confectionery demand cost it its...

In the 1983 Hollywood classic “Trading Places”, Ralph Bellamy’s trader character, Randolph Duke, famously says: “And then there are other commodities, like frozen orange...

1) On August 20, the OPEC and non-OPEC Joint Ministerial Monitoring Committee (JMMC) will hold its second teleconference meeting. The last meeting was held on July 18, at which OPEC producers reported...