Oil is trading a little lower on Globex Monday, a move that sits alongside rather than in place of the string of Iran-linked headlines already on the wire today...
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The explicit threat to halt all oil exports from the Persian Gulf, not just the Strait of Hormuz, raises the stakes well beyond the partial disruption markets h...
Any credible signal that Iran might reconsider its non-nuclear posture adds a new layer of geopolitical risk premium to oil markets already pricing in Strait of...
The near standstill in Strait of Hormuz shipping keeps a geopolitical risk premium embedded in oil prices, with traders likely to stay cautious heading into Mon...
The weekly Baker Hughes rig count shows:Crude oil rigs -3 at 452Natural Gas rigs -1 at 127Total rigs -5 at 588For the year:Oil was 412Natural Gas was at 122Tota...
The weekly Baker Hughes rig count shows:Crude oil rigs -3 at 452Natural Gas rigs -1 at 127Total rigs -5 at 588For the year:Oil was 412Natural Gas was at 122Tota...
Gold has been a hot topic this week again, owing much thanks to the US Treasury move on Wednesday. Bessent & co. called to double buybacks at the long-end o...
The dollar's slide reflects a shift from viewing the Treasury's buyback expansion as a stabilising measure to treating it as confirmation of how stretched US fi...
Currie's framing positions commodities as the asset class that benefits from both sides of the current macro backdrop, physical scarcity pushing prices higher a...
The scale of the drawdown, 1.6 million ounces since January, values reserve losses at 33.7 billion dollars over seven months, underscores how far Russia's fisca...
The plan as described would target the two main routes shippers have used to avoid the Strait of Hormuz, Saudi Arabia's Yanbu pipeline and the UAE's Fujairah te...
Trump's comments add another data point to the market's ongoing assessment of how much longer the Iran conflict, and the associated oil price premium, is likely...