A moment in markets – was it a shift in sentiment?
On Tuesday, 11 August, gold fell by over 5% and silver retreated nearly 15% prompting investors to wonder if there had been a material shift in market sentiment. Are defensive…
On Tuesday, 11 August, gold fell by over 5% and silver retreated nearly 15% prompting investors to wonder if there had been a material shift in market sentiment. Are defensive…
Gold is the only major commodity to post year-to-date gains in the first half of 2020. The COVID-19 crisis has ripped apart the playbook for 2020. The International Monetary Fund,…
OPEC+ (-Mexico) has agreed to extend more aggressive oil production cuts into July. In an earlier than originally scheduled meeting over the weekend (6-7th June 2020), most…
The green industrialised precious metals – platinum and palladium have started 2020 on a weak footing owing to the spread of the COVID–19 pandemic globally. The price decline…
Brent and West Texas Intermediate (WTI) are two globally recognised oil benchmarks. When market participants refer to the price of oil, they typically refer to one or the other or…
”Since the start of 2020, the trajectory of coffee prices has been volatile due to a chain of key market incidents. Increasing global inventories and higher production in…
The active Nymex West Texas Intermediate (WTI) oil contract (May) that will expire today briefly traded close to -$40/bbl yesterday and is currently at US$1.42/bbl[1]. Later today…
Following an impasse that lasted from 6th March until Easter weekend, OPEC+ are finally ready to start cutting oil production again. The pain from falling demand and rising…
We are living in a time of unprecedented volatility in oil. That is the consequence of a twin shock: both demand is collapsing and supply is rising. Oil prices are now more…
Nickel has exciting long-term prospects as its use in electric vehicle batteries is expected to drive its demand growth in the future. This structural trend has however not…