Commodity Analysis & Comment

First gas injection of 2023 likely occurred last week with 28-bcf build Spring start to storage one of the most bloated ever, seen at 1.881 tfc Charts suggest gas futures could break $2 support again...

China’s oil demand growth is expected to slow down, while India’s should accelerate in the coming years. India’s fuel consumption hit a new record in March, largely due to increased...

After a woeful 2023 start, silver has been keeping pace with gold’s momentum Jeff Clark of TheGoldAdvisor.com is calling for a peak of $30/oz for silver Chartist Sunil Kumar Dixit has major...

Gary Tanashian of NFTRH.com.com understands gold stock and gold mining fundamentals like no other. In this interview he discusses the major potential fundamental change at hand, Silver acting as a...

Last Week’s ObservationsNatural gas futures hit a new low on Apr. 5 after a steep slide on the announcement of a meager weekly withdrawal, which makes the storage 32% higher than a year ago and...

Central banks accumulated gold at the fastest pace on record in the first two months of 2023, according to a report by the World Gold Council’s (WGC) Krishan Gopaul. In January and February,...

Real gold mining macro fundamentals matter. A lot. Here is a list of things that don’t matter, or at least shouldn’t matter when considering a bullish view of the gold stock sector (GDX,...

Saudi Arabia's surprise production cut was targeted at short sellers. While Saudi energy ministers dislike futures trading's role in the oil market, it helps increase liquidity. Meanwhile, water has...

Gold prices remain elevated as inflation, political differences, and the prospect of international war radiate on the horizon.This prospect of uncertainty tends to be where gold finds buyers at higher...

Oil prices rose sharply on Monday following surprise production cuts by the Organization of the Petroleum Exporting Countries (OPEC) and its allies, known as OPEC+.Both oil benchmarks, including Brent...

Saudi Arabia has had six oil ministers in just over 60 years. The first abhorred American dominance of Arabian oil and fought to end it; the second wanted low prices for greater market share; the...

Gold appears to be well-positioned for a strong pump that could carry it to new all-time high prices in 2023—and beyond. As you know, I’ve been following and writing about the precious...

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...