Commodity Analysis & Opinion

Research examining centuries of commodity price data has tended to sketch a pattern of 15–20 year super-cycles (a period of rising prices), followed by a slide in prices over the following...

With less than two weeks before he takes office to possibly announce COVID-relief checks of $2,000 for each American—in what could be his first order of business—President-elect Joseph...

At its meeting in the beginning of December, OPEC+ agreed to shift from biannual ministerial meetings to monthly ministerial meetings at which members would consider oil output for the following...

Will it come? Or rather WHEN will it come?Expectations over “real” cold weather—the kind that forces one to bundle up, even indoors, and crank the heat up all the way—are...

After a year of financial stress from reduced oil and gas demand and other virus-related disruptions, the energy industry could be on the hook again for something it hasn’t been unduly bothered...

The breakthrough in relations between Russia and Saudi Arabia removes some of the downside risk to oil prices and could lead to continued strength as the global economy recovers later this year.After...

Agricultural commodities look like they are beginning to see the start of a sustained bull market. First, precious metals, then base metals and now agriculture. Since the middle of 20202 soybeans and...

Gold surged on Monday to start the new year on a high note, gaining 2.3%. The precious metal broke free of its stifling falling channel, as the dollar drop extended. Gold, which is priced in USD,...

Raja Adnan hasn’t set foot outside Pakistan. Yet, for the past month, the 24-year-old daytime trader in gold has had the U.S. state of Georgia on his mind — just like the 1960 song by Ray...

As 2020 ends and 2021 begins, it's customary to make predictions. However, predictions are at least as likely to be wrong as right. (See Daniel Kahneman’s work or just consider if anyone could...

The year of the pandemic continues to surprise, with 2020's choice of commodity winners and losers. In the agricultural corner, despite the storm over U.S. tariffs on China and blow to animal...

Even without this year’s pandemic, there were concerns at the end of last year that the big oil majors were running at too slow a pace with respect to the transition towards renewables, as well...

The two metals are supposed to be on the opposite ends of the investment spectrum, one leveraging on risk and the other safe-haven money. Yet, startlingly, prices of copper and gold have risen and...

From minus $40 per barrel in April to nearly $50 in the positive by December, oil’s 2020 rollercoaster ride was quite unprecedented. The price spout—in true black gold fashion—has...