Commodity Analysis & Comment

Wheat rockets on crisis of confidence over Putin, Russia grains corridor decision Global production suggests tight market, meaning potential for more upside Technical outlook indicates consolidation...

Higher inflation suggests economy is working for oil Gold as an inflation hedge holds up in higher-price environment But central banks, from Fed to BoE and ECB, stand by with rate hike...

Since I wrote last on May 25, gold and natural gas futures look ready to hit their fresh targets after wobbly weeks amid increased uncertainty over interest rate hikes. Gold futures started to melt...

Texas could lead summer cooling demand as Lower 48 weather underwhelms U.S. power burns improving, helped by drop in LNG feed demand June proving best month for gas since August, up nearly...

China's uneven economic recovery has disrupted oil market forecasts, keeping prices low The Asian giant is importing record amounts of cheap Russian crude, stockpiles for future use China prepares for...

Fed chief’s 2-day testimony to lawmakers comes after hawkish week-ago stance Powell, staying the course of a data-driven Fed, could push gold to $1,850 low Dovish signals from Powell could,...

It was a mixed set of data for the oil market yesterday. The IEA report was fairly neutral with both supply and demand growth estimates increasing by 0.2MMbbls/d. The weekly report from the EIA was...

Except for the South, typical heat for this time of year eludes many parts of U.S. Demand for gas-powered cooling has accordingly been lower Analysts caution that both weather and gas production...

Even after CPI, Fed decision, pricing a barrel might not get any easier Oil bulls double down on summer demand and tightening inventories Bears point to economic uncertainty and supply withstanding...

The copper market could see an “unprecedented” inflow in the coming years as investors seek to profit from the metal’s anticipated surge in value, driven by growing demand for...

Tuesday/Wednesday promise high drama for oil and gold with CPI/Fed decision on tap Oil bulls might have another headache as Iran’s Khamenei eager for nuclear deal Even rebuild of US crude...

From disclosing potential oil production level changes to revealing discrepancies between reported and actual supply, the most recent OPEC+ meeting held last weekend provided invaluable insights to...

Cool pre-summer comes on the heels of extraordinarily warm winter 27% fewer cooling degree days in May than year-ago; trend to continue Gas storage likely added another 100+ bcf build last...

U.S. drillers have the potential to double oil output from existing wells, thanks to new drilling efficiencies and innovations such as shale well refracturing Higher drilling efficiency is driving...