Price movements and fundamentals across major commodities.
Analysis and reporting on commodities such as oil, natural gas, gold, industrial metals, and agricultural products. Focuses on supply-demand dynamics, geopolitical risks, inventory trends, and macro drivers affecting commodity markets.
156 total articles
BCA Research has issued a cautionary outlook on the recent rally in silver prices, highlighting that the uptrend is largely driven by speculative forces rather than fundamental demand. Indicators point to an overbought market condition with strong retail enthusiasm and fear of missing out (FOMO) pushing prices to seemingly unsustainable levels. Des…
Natural gas futures experienced a significant increase of 25%, reaching $3.88 per MMBtu early Monday, driven by forecasts of an intense winter storm expected to elevate heating requirements across much of the United States. The sudden surge highlights the commodity's responsiveness to weather forecasts, with traders rapidly adjusting positions amid…
The Democratic Republic of Congo has forwarded a carefully vetted selection of state-owned mineral assets—including manganese, copper-cobalt, gold, and lithium projects—to U.S. officials, aiming to attract American investment under a bilateral minerals partnership. This move marks a significant step in solidifying U.S. involvement in Congo's critic…
Markets showed signs of stress as President Trump's tariff threats over Greenland heightened transatlantic tensions. European stock indices declined over 1%, U.S. equity futures weakened, and the dollar lost ground even as U.S. Treasury yields made four-month highs. Traditional safe-haven metals, including gold and silver, surged to new record leve…
Gold prices surged to new record highs on Tuesday as escalating geopolitical tensions linked to the U.S. administration's stance on Greenland prompted investors to seek safe-haven assets. The ongoing uncertainty led to increased demand for gold and silver, pushing prices upward alongside a weakening U.S. dollar. This shift in investor behavior come…
Oil prices inched upward driven by better-than-expected Chinese fourth-quarter GDP growth and robust refinery output, while investor caution prevails due to escalating trade threat tensions from the U.S. over Greenland. Anticipation also builds around upcoming International Energy Agency and U.S. inventory reports.
