Analysis: Commodities

Rumor of European reserve release sends oil plunging

Brent and WTI started the morning lower, although losses widened after rumors that Europe could release strategic reserves.

Gold under pressure despite intact structural support

The yellow metal has lost ground this week amid rising bond yields and renewed appetite for oil risk, without its long-term fundamentals being called into question.

Strategic materials: the new pillars of the global economy

At a meeting held yesterday morning at its Paris offices, Swiss private bank J. Safra Sarasin spoke with journalists and MarketScreener.com about the structural momentum behind strategic materials. In...

2026-2027 price outlook: what changes for metals and coal, according to Fitch Ratings

Fitch Ratings has raised several of its short-term price assumptions for metals and mined commodities, reflecting prices seen since the start of the year, as well as supply and demand factors.

Oil posts its worst losing streak in months as silver shines

The week is opening with hopes of the conflict subsiding in Iran, which is weighing on crude prices. Precious and industrial metals, meanwhile, are benefiting from renewed demand for safe-haven and...

Diesel: why banning US exports could worsen the crunch

With diesel prices hitting record highs in the United States less than two months before the midterm elections, several politicians are considering a temporary ban on exports to ease the burden on...

VanEck: "August was gold's best month since January"

Gold fared well in August, rising 9.67% over the month, closing at $4,437.38 on August 31, its best monthly performance since January, said Imaru Casanova, portfolio manager for gold and precious...

China and the oil market, episode 2

In July, we explained how, not why, China quietly helped avert a far more severe oil shock, especially for its top trading partner, the United States. Today, Chinese oil imports are climbing again....

WisdomTree launches two new physical silver ETCs hedged against currency risk

WisdomTree, a global player in financial innovation, announced the launch of two new physical silver ETCs , hedged against currency risk in euros and pounds sterling , listed on Börse Xetra, Borsa...

Inflation, commodities and supply chains: the global threat of El Niño 2026-2027

The El Niño phenomenon shaping up for 2026-2027 could become the most intense climate event in over a decade. While weather events are often viewed as operational risks, this one should instead be...

Copper turns a deeper red to start the week

Copper slipped at the start of the week, weighed on by a firm dollar and a rebound in London Metal Exchange inventories, while oil surged amid geopolitical tensions in Saudi Arabia.

Shutdown of a Saudi pipeline threatens 4% of global oil supply

Saudi Arabia is said to have only five to seven days of inventories left at Yanbu to sustain exports. Without a quick restart of the East-West pipeline, up to 4% of global supply could disappear in...

Copper keeps setting records amid supply tensions

The 3-month London Metal Exchange contract hit a new all-time high this week at $14,728 a ton, while US futures also set a high of $6.89 a pound on Wednesday.

Vanguard: "Economies' sensitivity to energy shocks varies"

Yesterday, during a press lunch hosted at Vanguard's offices in Paris, Alès Koutny, portfolio manager and head of international rates, shared with marketscreener.com his analysis of the global...

Oil hits $100 a barrel again

Brent oil regained the symbolic $100-a-barrel mark on Wednesday morning, briefly rising to $100.13. The continuing military escalation in the Middle East is reshaping the global supply risk map.

BofA Raises Its Oil Price Forecasts for Late 2026 and 2027

Bank of America has raised its oil price forecasts to reflect the continued disruptions affecting shipping in the Strait of Hormuz.

Oil regains altitude, European gas follows

The week has begun under the weight of a fresh escalation in the Strait of Hormuz, reviving fears of a prolonged disruption to Middle East oil flows. Precious metals and copper stayed on the...

Aluminum rides a deficit market

As commodities were jolted by the return of macroeconomic doubts tied to rising bond yields, aluminum stood out with notable resilience, underpinned by supply fundamentals that remain structurally...

Diesel: why are prices surging while oil stays contained?

Diesel prices have tightened sharply in recent weeks even as crude oil remains relatively contained, a divergence that may seem counterintuitive but is largely explained by far greater strain on...