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Commodities

More shocks to Russia-linked Commodities coming?

The Russian invasion of Ukraine, now in its fourth week, has taken centre-stage as the main focus point for traders – with the extra volatility very much concentrated in commodity markets. Russia is a major supplier of oil, natural gas, ...

Commoditiescopper

Is Copper the new Oil?

Last year, commodities including copper witnessed one of their best annual rallies since 2009. Last week, the red metal made a new all-time high as geopolitical tensions set a fire under major metals. But has it ...

StocksCommoditiesTechnology

Agriculture tech: A bright future ahead

Agriculture technologies helping generate greater yields and lessen the environmental impact are positioned for a bright future. What are the top technologies for modernising agriculture and potential ...

Commoditiesgeopoliticsoil

Does $100 oil depend on Russia?

Oil prices have booked gains for eight straight weeks amid heightened geopolitical risk but this week could be the first weekly decline since mid-December, possibly opening the door to a deeper pullback.

Commodities

Is gold still attractive?

While rate hikes can create headwinds for gold, history shows the impact may be limited. In fact, the past two gold bull cycles began with the Fed raising interest rates (2004, 2015).

CommoditiesEnergy

European LNG prices turn parabolic. What happened?

European liquid natural gas (LNG) prices are back at record highs over the threat of supply disruptions from Russia as the country sabre rattles with Ukraine and NATO.

Commodities

Oil Price Outlook: Inflation Poses a Risk to Energy Demand

The timing of the current pullback in oil, just as US inflation hit a 30-year high might be instructive. Is high inflation starting to pose a risk to the demand outlook for oil?

CommoditiesMacro

Gold & Silver Outlook: Time for the Classic Inflation Hedge?

Inflation is rising across the globe and precious metals are renowned as a hedge against inflation. Nonetheless the Gold & Silver price action has been muted. What to do?

CommoditiesEnergyEurope

Energy sector outperformance and European upsides

Booming commodities, and upside potential for European energy majors suggest energy cyclical outperformance could continue into the next year.

Commodities

Brent Crude Oil at $80: Trading the UK Fuel Crisis

Pandemonium is breaking out across the UK with around two thirds of petrol stations completely dry of fuel and the government putting the army on standby. What does this mean for Brent crude oil?

CommoditiesMacro

The link between stubbornly high US inflation and surging commodities

US inflation data has been critical for the market outlook and what the Fed does next, perhaps none more than commodities. After a multi-month pause, are commodity prices ready to resume the early 2021 rally?

CommoditiesESG

BHP is not pro ESG, it just has petroleum unit problems...

BHP buys itself a $5.7B dollar potash mine, and looks to rid itself of its oil-and-gas liabilities. The firm wants to go full-on mining and say goodbye to oil, but do not be fooled, this move is about efficiency, and not the ...

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