Asia central banks juggling risks find solace in stable food

Asian central bankers grappling with wobbly markets, higher energy costs and simmering trade tensions are getting relief from an old foe: food prices.

Commodities

Mideast bets on $100 billion industry as oil-use outlook dims

The science may be esoteric, but petrochemicals are big business in the oil-rich Persian Gulf, and they’re poised for further growth.

Commodities

Broad commodities gaining support, showing divergent strength

In the wider scheme of investing and market performance, the 2018 commodity recovery to May 31 is a rounding error -- it promises to gain significance. 

Research and Analysis

Copper to gold: Metals resume rally, show divergent strength

Divergent strength in April-May is a key takeaway as metals enter the summer. Despite the strongest two months for the dollar in almost two years, metals have simply marked time, backing up into good support levels.

Research and Analysis

Bring it on; Prices unlikely to drop without another bumper crop

Knocked around by trade tension as the Northern Hemisphere enters growing season, the grains, comprising the majority of agricultural commodities, should come out with higher prices.

Research and Analysis
Request a demo.

Crude oil rally runs its course; Natural gas ready to burst

Absent further geopolitical risk, the energy bull appears past its prime, with crude oil-led prices signaling a May peak and underlying dynamics favoring a natural-gas rally.

Research and Analysis

The commodities that may win big from U.S.-China trade truce

Commodities were a big casualty of the escalating trade war between the U.S. and China, but are now set to be a major beneficiary of Beijing’s pledge to import more American goods.

Commodities

Trouble for U.S. E&Ps as shale reaches refining wall

The combination of torrid U.S. production, refiners' shale-processing-capacity crunch, infrastructure bottlenecks and exponential yet limited export growth is depressing domestic prices and widening the WTI-Brent spread to levels not seen since 2015.

Commodities

A new E&P "normal"? Maybe not for long

While value-centric investors are hyper-focused on capital discipline even as oil prices rally, E&Ps are keeping an eye on production growth.

Commodities

Forget Iran. The real oil action is in China

Looking at supply is crucial for understanding crude, but it’s not everything. Right now, the strength of China’s demand may be the most underappreciated story in the market.

Emerging Markets