Commodity Analysis & Comment

February 24 marks the 1-year anniversary of the Russian invasion of Ukraine Russian oil exports remain nearly unchanged from a year ago Higher reliance on Saudi Arabia and Iraq from the West will...

Energy - Higher Demand for OPEC Oil Oil prices settled lower yesterday as the market digested the US SPR release announcement, while the YoY US CPI print also came in above expectations, which will...

In my last public article on gold, I outlined my expectations for a rally to the $2,428 level. And, as I write this article now, gold is finally giving us the pullback I wanted to see to set up the...

Premium coffee bean arabica up 20% over five weeks, going from $1.52/lb to $1.84 Rally comes as near-term weather in Brazil plays mind games with trade Notwithstanding the short-term outlook, a...

Biden administration’s timely action to shoot down some suspected Unidentified Flying Objects over the U.S. and Russia’s announcement of an oil-production cut by 500,000 barrels per day...

A lower-than-expected CPI reading can bring gold some love this Valentine Yearly CPI growth is tipped to be lower, but core and monthly numbers could be up Gold needs to make a clear break above...

The natural gas futures market has been volatile following the announcement of weekly inventory data on Thursday.Despite a weekly withdrawal of 217 Bcf, which was higher than expected, the bulls have...

Frozen concentrated orange juice futures hit record highs at $2.67 a pound, could breach $3  Florida’s oranges see multi whammy of storms, frost, “crop greening” and realty...

The price of gold stopped just short of hitting $1,960 an ounce last Thursday, its highest level since April 2022, before plunging below $1,900 on Friday following a stronger-than-expected U.S. jobs...

$2 support is the last major defense line for gas longs; market is now around $2.40   US gas storage seen up 12% year-on-year, despite last week’s forecast draw If gas goes below $2,...

The oil market rallied yesterday partly driven by supply concerns related to the halting of operations at the Ceyhan export terminal. However, these worries should subside with Turkey ordering the...

Global copper supply being squeezed, major deficit forecast through 2030 Copper prices are down in Feb., after three months in the green Near-term copper story dictated by China vacuum on data,...

India is set to overtake China as the world’s most populous country as early as this year, says the UN As such, the country’s energy consumption is of major importance to energy traders...

Movements in natural gas prices since Feb. 3, when the futures tested a multi-year low at $2.341 after a sudden jerky move from $2.514, make this level a pivotal point both for the bulls and bears as...