Commodity Analysis & Opinion

Overcapacity and continued expansion in the smelting industry in China have led to a steep fall in copper treatment charges. Meanwhile, exchange inventories for copper continued to rise, putting...

COMMODITIES: It’s the worst asset class (DJP) this year, like last. China’s GDP slowdown has been a key factor, alongside the strong dollar and global manufacturing recession. Near term...

Back in August, I wrote an article called Gold: The Anti-Bubble.The point being that if you want to consider an asset to be sound value in a world of ongoing plays boosted by inflationary policy,...

The price of a Brent barrel is sharply declining on Monday and has already reached 81.20 USD.The primary reason for this is concerns about demand outweighing fears about global commodity supply. It's...

Inventories of base metals and steel increased in China over the last week, reflecting slower demand and ample supply in the short termMetals – Global Steel Output FallsSteel inventories at...

US crude oil inventories increased for a fourth consecutive week pushing stocks closer to five-year average levels as domestic demand remains soft. Meanwhile, US natural gas inventory withdrawals...

US crude oil inventories increased more than expected last week, marking the second straight week of larger buildsEnergy: Brent Time Spreads StrengthenThe oil market managed to move higher in the...

BUST: Lithium prices have plunged 77% in the past year, despite the ‘white gold’ moniker. It’s the worst of a rout in battery metals with cobalt -20% and nickel -40%. It is seeing a...

On analysis of the movements of the gold futures since the last weekly closing on Feb.16, I find a lack of enthusiasm among the bulls, as the limited trading range on Monday confirms the persistence...

Crude oil prices started the week lower, but a bullish breakout is still possible given recent positive trends. Traders will watch China's return, Nvidia's earnings, and Thursday's PMI data for oil...

Gold prices increased slightly on Friday to over $2,000 an ounce after recent volatility, but analysts say continued recovery is unlikely.Gold Sees Increased Volatility, Surges Above $2,000In the last...

It’s been a rough go for natural gas prices.Even with elevated inflation numbers, natural gas is still in crash mode. Today’s Natural Gas chart highlights the crash in prices. Natty has...

CARBON: The price of European ETS carbon permits has been plunging. As the global carbon pricing standard-bearer sees a perfect storm of weak demand and higher supply. Demand is crimped by...

After analysis of the movements by the gold futures since Feb. 2, 2024, I find that the big bears finally attacked on Feb. 13, 2024.This fall was evident enough to keep the trend downward for a long...