Commodity Analysis & Opinion

Energy: EIA reports inventory gain for the week Metals: Downside revision in copper production guidance Agriculture: UNICA reports higher cane crush Energy: EIA reports inventory gain for the...

Outsized storage build from last time a culmination of production at all-time highs of 103 bcf and weather being warmer-than-thought   Upcoming storage report likely to show similar bcf...

Oil prices fell on Wednesday after weak economic data in Europe and possible de-escalation in the Israel-Hamas war weighed on demand.The recent surge in oil prices has been arrested lately. Slow...

Energy – Risk premium diminishes Metals – China announces supportive measures Agriculture – European wheat shipments remain soft Energy – Risk premium diminishes ICE...

Gold’s response to the latest Middle East conflagration has gone from boring to scintillating   While a triple-top typically scares traders from accumulating further longs, the bull...

In the ever-volatile energy sector, a shift in sentiment appears to be underway. As the new week commenced, Brent crude prices dipped, touching the 91.30 USD per barrel mark.Investors, returning from...

The price of Gold has traded sideways for the past three years. Feels boring (and the pullbacks painful) for bulls.But all this boring action could be coming to an end with a bang. Today’s...

Energy – Speculators boost net long in oil Metals – Gold rally continues on safe haven demand Agriculture – Wheat supply concerns Energy – Speculators boost net long in...

US pump prices of gasoline are falling just as crude prices are going the other way Americans spared the pain felt by drivers elsewhere with crude at or near $90 per barrel. If the trend lasts, it...

Henry Hub’s front-month swoons to $3.07 from $3.47 peak last seen in January Charts suggest interim return to $2 pricing but bulls refute that, pointing to demand Below-normal 80-bcf storage...

Gold prices have bounced around during a volatile multi-month pullback. Each rally has been met with more selling.Could that be changing soon? Today’s “daily” chart of the Gold...

Energy – Constructive EIA inventory report Growing tension in the Middle East continues to support oil prices, with ICE (NYSE:ICE) Brent settling 1.78% higher yesterday at US$91.50/bbl after...

Middle East conflict has escalated as Israel prepares for ground invasion of the Gaza strip With rumors of Iran potentially getting involved, there is a concern that this conflict could escalate into...

Iran pushing itself front and center in Israel-Hamas crisis Market eyeing US crude supply too, after last week’s stock build/record exports Q3 growth number awaited from top oil importer...