Commodity Analysis & Comment

HenryHub natural gas contract quotes have seen a sharp decline in April so far. A cold start to the year raised average price forecasts for 2025. Can natural gas overcome the $3/MMBtu...

XAU/USD futures suddenly took a sharp bearish tone on Wednesday, soon after President Donald Trump stepped back from threats of firing Federal Reserve Chair Jerome Powell, which was also supportive...

The American Petroleum Institute (API) estimated that crude oil inventories in the United States fell 4.565 million barrels in the week ending April 18. The API estimated a 2.4 million barrel build...

Risk assets staged a recovery yesterday amid growing hopes for a de-escalation in US-China trade tensions. President Donald Trump also eased concerns that he might fire Federal Reserve Chair...

When asked about buying gold here, after years of consistently talking about the bullish case for it, I answer the same way-  I am now more interested in the gold-to-silver ratio and potentially...

Rising trade tensions, inflation worries continue to fuel demand. Gold’ strong bullish run further stretches momentum indicators. Key levels identified for potential pullbacks and bounce...

Gold prices surged to fresh highs amid concerns about the US Federal Reserve’s independence. Oil and other risk assets, however, are under pressure amid heightened global uncertainty Metals -- Gold...

Gold is hitting records in more ways than one. In nominal terms, the yellow metal set multiple new all-time highs last week, and today, the metal exceeded $3,400 an ounce for the first time ever. On...

We've been bullish on Gold since it broke out above $2,000 per ounce at the end of February 2024. It has been trading in an upward channel since then (chart). It soared to $2,600 by the end of last...

In this episode, we dive deep into gold evolving role—from its value against the S&P 500 to its backing of the monetary base, share in global assets, and how gold stocks are priced across key...

In this video, we explore the long-term macroeconomic forces shaping global markets—from the secular bear market in bonds and rising US debt burdens to the fundamental drivers of gold,...

Rising US trade tensions caused silver to drop, but tariff delays are now boosting its recovery. The US dollar's weakness, linked to inflation data and interest rate expectations, supports silver's...

Many gold bugs fail to understand the interplay between gold stocks and the Gold/Silver ratio. It has never failed. After the blessed 2001-2004 period the “misconceptions” game took over the precious...

Commodity markets are under significant pressure amid tariff threats. Uncertainty over how tense things could get is clouding the demand outlook. We’ve cut our forecasts Oil Market Hit With Demand...