commodities
42 articles tagged commodities, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
The Fed Blamed Energy Costs for Inflation. Gold Closed at a 52-Week Low Anyway.
Policymakers named energy among the reasons inflation won't settle. The one commodity that exists to hedge that outcome finished Friday at $3,875.33, a fourth s...
Refineries Are Being Shot At and Gold Fell $55. Something Doesn't Add Up.
The Fed held, the dollar weakened, and bullion lost $55.53 anyway. The physical end of the commodity complex is pricing scarcity; the monetary end is pricing po...
Energy Is Pricing the Midterms. Gold Is Pricing the Fed. One of Them Is Wrong.
Crude sat in a holding pattern ahead of the U.S. midterms while bullion faded all day into the Fed decision. Gold closed $4,040.17, down 0.54%, in the lower thi...
A $4.2 Billion Pipeline Got Funded While Gold Lost $83 an Ounce
Kinder Morgan committed to a Texas gas line for data-center power, the dollar slipped, and Washington sanctioned a shipping network with Iranian links. Gold clo...
Two Mining Economies Just Turned Hawkish. The Cost Curve Won't Cooperate.
RBA's Hauser flagged a November hike and Bank Indonesia faced the same pressure after an MSCI warning. For the two countries that dig up the world's nickel, iro...
Crude Is Passing Into Freight and Food. Gold Is Not Collecting the Toll.
Rising crude is showing up in Nigerian food prices and India's import bill, yet gold closed at $4,133.86 — down 5.6% over 30 sessions.
The RBI Burned $59.7 Billion in Six Weeks. Gold Moved $5.97 All Session.
India's reserves fell a fifth straight week to $726.027 billion as the RBI defends the rupee against a $108 Brent import bill. Gold closed at $4,164.73, down $3...
China's Factory Gate Is Where the Inflation Is. Gold Bought None of It.
Chinese producer prices rose at their fastest pace in over four years on higher oil and commodity costs. Gold closed at $4,147.04, a fourth straight red session...
Russian Strikes Put a Risk Premium Back in Crude. Gold Shrugged for a Third Session.
Renewed Russian strikes cast doubt on the energy ceasefire and crude firmed, dragging Sensex down 548 points. Bullion closed at $4,160.59, its third straight re...
Gold Traded in a 26-Cent Band. That Is Not Stability, It Is a Standoff.
Gold closed at $4,286.12 after a session that spanned twenty-six cents. Three green closes sit inside a month that is still down 3.8% — the compression has to b...
More Gas, Less Capex, and a Third Red Day in Gold — the Cheap-Input Trade Is Grinding
EQT raised its 2026 US natural gas output view while spending less, and oil softened into the open. Gold took a $76.94 hit, closing at $4,280.74 on its third st...
The Dollar Did the Selling in Gold. The Mines Didn't Miss a Shift.
Central-bank week opened with the dollar bid against every major and bullion took the hit — XAU/USD closed at $4,289.04, down $59.42, after a $101.32 swing.
Crude's Transit Tax Landed in Mumbai, Not in Gold — and That Tells You Who Is Paying
The US-Iran conflict is clogging seaborne crude and Asian equities are absorbing the bill. Gold closed at $4,370.61, up 1.25%, and is still down over the past f...
A Record $102 Diesel Crack Is the Real Hormuz Signal — Gold Just Faded to $4,396
Middle distillates, not crude, are where the chokepoint is biting. The refined-product margin printed a record while gold gave back $20.60 and closed near its s...
Hormuz Is Now a Fertilizer Story, Not Just a Crude One — and Gold Moved Eleven Cents
The blockade has spread down the barrel chain into petrochemicals, plastics and industrial gases. Gold, the asset that supposedly prices this, closed at $4,375....
The Rhine Ran Dry and Crude Caught a Bid — Gold Moved Eighty-Seven Cents
Two chokepoints tightened in the same week, one freshwater and one salt. Crude rose more than a dollar a barrel; gold closed at $4,375.69, down $0.87.
Miners Got Routed on Two Continents While the Metal Closed Within a Dollar of Its High
Copper guidance came down, crude stockpiles kept drawing, and equity investors dumped producers anyway. Gold ignored them and finished at $4,368.14, up $16.97.
Talks Deadlocked, Brent Held $80, and Gold Cleared $4,400 — Somebody Is Underwriting This Premium
US-Iran negotiations went nowhere and energy names bid anyway. Gold closed at $4,413.41, up $45.69, its first look above the round number in this stretch.
Hormuz Has Become a Condition, Not an Event — and Gold Sat Out the Session
US crude added about 5% on the Hormuz stalemate, yet gold closed at $4,388.62, lower by $1.38. The risk premium is being paid in freight and barrels rather than...
Wednesday Stacks the IEA and OPEC Balance Sheets on Top of CPI — Gold Barely Blinked
Two oil balance sheets and a US inflation print land the same day this week. Gold closed the weekend at $4,342.32, up nine cents, which tells you nobody wanted...