Analysis: Commodities

Oil: A glimpse into the crisis between Houthis and Saudis

If a single asset class were chosen to illustrate the importance of geopolitical relationships in price dynamics, the commodities market would certainly be the ideal contender. And within commodities,...

GOLD: Investors seeking refuge

The markets begin the last quarter of the year in a nervous environment, weighed down by the decline in macroeconomic statistics on both sides of the Atlantic. After the decline in manufacturing ISM,...

BRENT CRUDE OIL SPOT: Impacted by the decline in economic statistics

The surge in prices resulting from the paralysis of Saudi production, hit in its heart by an attack of drones claimed by the insurgents, will have been only of short duration. Aramco’s teams quickly...

WTI: Sensitive to macroeconomic indicators

The rise of prices resulting from the paralysis of Saudi production, hit in its heart by an attack of drones claimed by the insurgents, was only of short duration. Aramco’s teams quickly returned to...

WTI: The immobility persists

Initiating a technical rebound since the beginning of the month, oil prices suddenly dropped on contact with relevant graphical elements, weighted by the reversal of Donald Trump’s position against...

BRENT CRUDE OIL SPOT: Go back below 60 USD

Initiating a technical rebound since the beginning of the month, oil prices suddenly dropped on contact with relevant graphical elements, weighted by the reversal of Donald Trump’s position against...

GOLD: Sensible consolidation

Lonce prices are now entering a phase of consolidation, a legitimate step following the bullish trend of gold metal, which has risen by 24% over a sliding year. Profit taking coincides with a...

Fake-branded bars slip dirty gold into world markets

A forgery crisis is quietly roiling the world's gold industry....

WTI: Neutralized by the persistence of economic concerns

The summer period will not benefit the oil markets. The latter are struggling to follow a clear path and remain widely divided between fears of trade conflicts settling and the intensification of...

BRENT CRUDE OIL SPOT: Oil: Tossed between Riyadh's efforts and the economic outlook

The summer period will not benefit the oil markets. The latter are struggling to follow a clear path and remain widely divided between fears of trade conflicts settling and the intensification of...

GOLD: Gold: and in the end, it is gold that benefits

Gold prices continue to rise to new highs not seen since April 2013 and are now at the 1500 USD level. As such, the course achieved since the beginning of the year is remarkable, with gold...

Oil-rich sovereign funds look to renewables alongside fossil fuels

Sovereign wealth funds from oil-rich countries in the Middle East are moving to diversify into renewable energy, pushed by regulators and pledges on climate change, but are stopping short of following...

The US challenges OPEC for oil supremacy

OPEC's policy of limiting production, including partners such as Russia, seems to be bearing fruit. If we only consider the evolution of crude oil prices since the beginning of the year, which have...

Investment Analysis: The journey of US light tight oil production towards a financially sustainable business

26 July 2018 The financing model underpinning the US shale oil industry is fundamentally different from that of large companies producing predominantly in conventional oil. Small and medium-size...

Commodity : Copper price falls under overabundant reserves

The copper price reached its lowest level in a month while the Chinese reserves of the red metal accumulated in December, according to data of the London Metal Exchange . A ton of copper hit...

Commodities : Are Oil and Oiler Prices Correlated?

Two years ago, the U.S. Oil Fund , which tracks the price of $WTIC closed at $14.08. At yesterday’s close, USO was $11.46, a drop of -18.6%. I wanted to examine how my recent Oiler investments had...

Commodities : A “Silver” Lining In The Metals Market

Last weekend , I tried to explain why it looked as though the metals market has been telling different stories in the various charts I follow. ...

Commodities : We Have A Bifurcated Metals Market

There is no doubt that the action we have experienced in the metals complex in 2017 has been exceptionally frustrating, especially as the market presented us with several break out set ups that did...

Commodities : Should We Buy Forest Products Stocks Today?

With lumber prices soaring, investors might be looking at portfolio opportunities among the producers of wood and lumber. Given that Lumber futures are now up about +86% to about $428 from the...