Commodity Analysis & Comment

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...

Western Europe's ban on Russian oil led to changes in the market, with Russia now top oil supplier to India and China Saudi Arabia increased exports to Europe but still bets on China for future...

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...

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...

Crude prices up 4% in two days after last week’s 13% slide Potentially hawkish Fed could disrupt oil’s continued rebound Crude bulls thus hoping OPEC+ will “fix” market in...

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...