Analysis: Commodities

J. Safra Sarasin: "In a crisis, energy is always paid for in dollars"

In an interview with MarketScreener, Benoît Harger, commodities portfolio manager at J. Safra Sarasin, shared his analysis of the impact of current geopolitical tensions on global supplies of oil,...

Energy, the New Engine of European Competitiveness, According to EdRAM

Energy is simultaneously a matter of sovereignty, purchasing power and industrial competitiveness. This issue, already prominent during the war in Ukraine, has become central since the war in Iran.

Brent Returns to $110

Crude oil has emerged as a dominant narrative in recent days, driven by tensions in the Middle East. The US easing of restrictions on Russian energy has complicated the equation, but has not changed...

Agricultural Commodities: The Lasting Impact of the Gulf Crisis and Input Costs in 2026

The conflict in the Gulf, now in its seventh month, is intensifying rather than stabilizing. The April cease-fire, like the memorandum of understanding signed in June, was ultimately abandoned after...

Oil: Growth in Demand to Slow in 2026, with Renewed Acceleration Expected in 2027 (OPEC)

In its October report, OPEC now expects global oil consumption growth to slow in 2026. It is expected to increase by 200,000 barrels per day year over year, versus the previously expected 400,000...

Europe Pays a Hefty Price for Its Lowest-Ever Gas Inventories

The European gas market is enduring a highly volatile week, driven by historically low inventories and increased competition for global LNG cargoes. The rest of the commodities complex has effectively...

All precious metals are in negative territory in 2026

The decline in precious metals since the beginning of September has pushed them all below their January 1 levels. The S&P GSCI Precious Metals Index is down 5.7% in 2026, after gaining 70.6% last...

DNCA Investments: "Copper is at the heart of trade and technology wars"

Government bond yields are not the only ones reaching new highs. Copper, the red metal, recently surpassed its January highs, rising above $14,000 a ton. Copper, which Anglo-Saxon investors call...

Gold corrects, should investors prefer miners to the metal?

After nearly touching $5,600 an ounce in January, gold was trading at around $4,140 in early October, meaning that a quarter of its value has evaporated. Central banks, meanwhile, have never bought so...

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...