Commodities Opinion & Analysis

Spring’s here—and like the ritual cleaning that comes with the season, it’s time to dust the natural gas trading books of positions, as well as projections, that didn’t or...

Iron ore slipped today after the world's largest producer of the base metal, Brazilian miner Vale (NYSE:VALE), said a court ruling has given it a green light to restart production at one of its...

Agricultural China’s worst fears have come true—no, it’s not a collapse in trade talks with the U.S. or new Trump tariffs on farm products, but rather that the world’s biggest...

Saudi Arabia gives the impression that the alliance of 25 oil producers it leads with Russia will be ruthless in carrying out deep production cuts over the next three months, and the market bought the...

Cuts, cuts and more cuts—that’s what the oil market is likely to hear of between now and OPEC’s next meeting, with data showing the world still has more crude than it needs and $80...

America’s favorite citrus is exploding off the charts. From a gloomy headline like “Orange Is the New Red” by Bloomberg two months ago, when prices were hitting 2016 lows, orange...

As geopolitics and transportation disasters impact the oil and fuels markets, some oil company CEOs seem most concerned with climate change and environmentalism. For oil and equities traders, the new...

Oil has just witnessed a stunningly bullish U.S. dataset for last week. Natural gas could be up next. The U.S. Energy Information Administration is expected to announce a gas withdrawal of 210-215...

Morgan Stanley sees Brent crude anchored at $65 per barrel over the long term while cross-town rival Goldman Sachs) expects a “fleeting” high of $75.Whatever the forecast, the...

Positive earnings trends from locally listed platinum miners have followed vast improvements in basket prices of platinum group metals, but can these trends be sustained in 2019? Recent results...

Can U.S. crude production continue making record highs while oil companies cut back on drilling? It’s something worth pondering after the U.S. oil rig count hit 10-month lows last week, without...

Brent crude oil (UKOIL) keeps consolidating around $65 per barrel, a level that can be rightfully considered a psychological milestone. The buyers are obviously reluctant to give up their leading...

Yesterday, the EIA announced a 7.1 million barrel increase in crude oil stocks in the U.S. This brings current U.S. oil inventories to just above the 450 million barrel mark. Put in context, this is...

The window for winter is fast closing, hastening the guessing game on how many outsize weekly draws of natural gas there may be left for heating. The official start of spring in two weeks means much...