Commodity Analysis & Comment

Precious metals bulls rose sharply last summer into the heart of inflation headlines and Ukraine war news. Since that time, both gold and silver have moderated but remained elevated in a consolidation...

The latest production cut could result in a $10 rally or more a barrel The counter-effect will be higher inflation and, possibly, more Fed hikes Ultimately, the focus on recession will return; this...

My most recent analysis on natural gas futures, garnered mixed reactions due to my writing on the probabilities of a bounce despite the bearish trend in March 2023. However, the last trading day of...

Various promotions along the way of the Continuum have distilled the case for gold down to handy buzz phrases like “got gold?” as if it were a carton of milk. Other promotions have...

Improved risk sentiment has seen oil trade higher over the week, whilst supply concerns have only added further strength. OPEC+ meet early next week and we expect the Joint Ministerial Monitoring...

Gold and silver have had a great month so far. With risk appetite improving noticeably in the last week or so, silver, which is more of a risk-sensitive commodity, has outperformed the yellow...

Natural gas futures movements during March 2023 suggest a decline in bullish sentiment as prices found buying support at $2 and are now poised for a sharp reversal.On March 29, 2023, natural gas...

Natgas heads for 50% loss for Dec-March trading, possibly worst qtr in history Gas storage at 1.9 tcf, up 36% from a year ago and 23% above the 5-year average Most-active May gas could drop to $1.76...

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...