Commodity Analysis & Comment

Even before oil started 2020 trading, Donald Trump fed the market a China bull.The U.S. president announced on New Year’s eve that the much-awaited preliminary trade deal between Washington and...

It has the most fascinating story of the soft commodities complex, rising from 13-year-lows to become the darling of the space for this decade, all within seven months. Yet, the odd thing about...

Grains had their biggest price bonanza of the decade when the worst drought in half a century almost decimated the U.S. soybeans, corn and wheat crops in 2012 — a rare occurrence indeed to...

Today’s penultimate natural gas storage data for 2019 ought to be good for the bulls, with a drawdown that should be 50% higher from the previous week and more than double year-ago levels....

For oil, the lowest prices of 2019 came at the start of the year with WTI at only $42.52 per barrel and Brent priced at $49.93. Currently, both are in the $60 range as WTI hovers at the low end and...

For this almost-finished decade, every sector in commodities has a different story to tell. In base metals, it’s about copper: the metal that’s supposed to tell us everything we need to...

WTI is falling for the second day following reports that Kuwait and Saudi Arabia are nearing a deal to restart production in the shared neutral zone along their border which has been untouched for...

Another decade has gone by in commodities, with none the wiser on whether the world is any closer to hitting peak demand or production in oil and a return to $100 pricing on a barrel of crude. As the...

For oil traders focused on the production side of the industry, a serious concern is always the ability to identify the so-called swing producers, usually identified by a country, capable of moving...

What’s coming out of the ground isn’t likely to be as strong as what’s being “felt” on the ground — that seems to be the problem of natural gas bulls. We’re...

Palladium has already made history at $2,000 and gold is back to within striking distance of $1,500, prompting investors to wonder about the other precious metal that matters to most: Will silver see...

The Fed pause couldn’t do it. Nor the safe likelihood of Brexit 2.0. And now, the partial U.S.-China deal—gold bears’ last big bet for the year—has been tossed to the wayside...

A week ago, I asked if oil could finish the year at $70, and by that, I meant for a barrel of Brent, the global crude benchmark. Looking at Brent at the time of writing — in Monday’s...

In an Oscar-worthy showing, palladium qualified on Thursday as the second costliest metal ever, beating gold after an eight-year struggle. Two nominations now await the auto-catalyst metal: Best...