Commodity Analysis & Comment

Gold up as much as 8% for first quarter versus oil’s decline of same Banking crisis flipped fortunes of world’s two most traded commodities Gold bugs aim to rewrite 2020 record high; oil...

Concerns over the banking sector have led to a move towards safe haven assets and gold has clearly benefited from this. While we see a short-term pullback in prices, we expect these to strengthen over...

Crude futures looking at double-digit losses for quarter, without adequate rebound Banking crisis lumbers on, looking for next victim with shaky balance sheet Uncertainty over Fed feeds volatility in...

Silver down more than 3% on the year, while gold is up over 9% Gold's safe-haven status seems to have hit zenith with banking crisis, inflation Silver stays true to industrial that could reach $30 on...

Europe has diversified crude oil sources, albeit at a higher cost Saudi Arabia and the U.S. have become more important crude oil suppliers Russian-made diesel imports have also dropped significantly,...

Gas market at pivotal stage between end of storage draws and start of injection The just-ended winter, one of the warmest, has left incredible gas balances Challenge now is for front-month gas to...

Gold delivers fizz-worthy $2,000 high for bulls; record peak will likely take longer  Upside momentum intact despite a drop from Monday’s one-year highs Fed in play on Wednesday adds to...

In my previous article, I noted the presence of extreme indecisiveness among traders on March 19th as natural gas futures continued to slide and hit a low of $2.218 on Monday.The question is whether...

After a bearish inventory announcement last Thursday, a slight increase in the U.S. Baker Hughes Total Rig count from 746 to 754 last week added one more leg to the bearish sentiments. Natural gas...

Oil prices break losing streak following OPEC+ meeting OPEC+ reaffirmed production cut commitment, expecting prices to recover Refilling the U.S. Strategic Petroleum Reserve may help buoy prices, but...

OilOil prices are stable today after suffering significant losses as investors worried about the financial crisis's spillover impact. We are still not out of the woods, and it would be incorrect to...

Storage remains ample from abysmal winter heating demand  LNG processing below par as Freeport has way to go before peak liquefaction Gas prices seen stuck in mid-$2 range near term, at least If...

Gold prices fell after their impressive gains in the aftermath of the SVB’s collapse. But as I explain in this video, more gains seem likely as prices test some key support levels.

GoldWe see an additional correction for gold as the dollar index gains pace, and traders expect that the Fed's attitude will remain intact despite the impact of the SVB. As previously said, the US...