Commodity Analysis & Comment

Chinese economic uncertainty keeps halting a copper rally The copper-to-gold ratio indicates a slowing global economy and decreasing demand for copper in the short term But despite short-term...

Dollar near 3-month highs, boosted by Fed’s Jackson Hole event Aug non-farm payrolls, consumer confidence, and Q2 GDP in focus this week Oil longs will also be counting on positive China...

Traders question the sudden surge in U.S. oil production reported by the EIA. The EIA's revised reporting method has raised production estimates, challenging industry expectations. U.S. oil exports...

Gold is not a risk asset, it is an insurance policy, and the gold mining industry will one day leverage that characteristicJust as a standard financial insurance policy is meant to only pay out when...

Precious metals have been a bit boring of late due to some sideways trading. But that boredom may come to an abrupt end shortly.Today’s chart takes a long-term view of Silver, highlighting a...

Rising real interest rates don't favor metals in the short term But silver has had a strong start to the week Meanwhile, gold has climbed back above $1900 Over the past month, gold and silver prices...

The oil market continues to face headwinds, both on the macro front and on the back of expectations of supply increases. Meanwhile, the natural gas market could see further volatility over the coming...

Silver rallies 5 days in row, early departure from 5 weeks in red  Run-up predicated on continued industrial demand/dollar strength China slowdown could slow global industrial progress crucial...

As many of you who follow my public articles likely know, I am an avid reader. And, from time to time, I will choose to read other public articles on various markets. I find it frustrating when...

U.S. crude production hits three-year highs for two weeks despite a 15% drop in drilling rigs. Improved production efficiency and technology advancements lead to higher output. Increasing U.S. crude...

The gold stock correction has been in play since GDX/HUI doubled topped in April-MayGold Stock Correction From a Seasonal ViewWe begin this article, which updates the gold stock correction. Below are...

Mid-$2 chokehold back with gas after spurt to $3 ends all too soon  Market could stay range-bound until winter brings a modest peak of $3.50 Tumbling rigs will not lead to a collapse in gas...

After muted US July CPI, stronger retail sales keep Fed in hawkish mode  Dollar Index charge above 103 could drive spot gold to as low as $1,846 If dollar slides goes well below 103 perch,...

Although Copper isn’t the economic bellwether that it was 50 years ago, it is still an important barometer of economic activity.As you can see in today’s chart, Copper fell sharply into...