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Commodities

Commodities
Analysis of underlying commodity demand & supply

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•05 Dec 2025 13:23

Weather Portends Both Hope and Concern in Southeast Asia in Dec

Highlights ENSO Conditions to be Neutral to Negative, But Not Falling to La Nina Session at COP30 Focuses on Smallholders in Climate...

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Helixtap
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bullish•Gold
•05 Dec 2025 13:15•Podcast

Why The Mining Boom is Just Beginning (Hedley Widdup)

Central banks purchasing gold as a diversification strategy has historically influenced gold prices and tightens the market, contributing to the...

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bearish•Crude Oil
•05 Dec 2025 09:09

Oil futures: Crude touches weekly highs on geopolitical tensions

Crude oil futures on Thursday were climbing higher, as benchmarks maintained the firmer start to December, albeit amid conflicting signals...

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bullish•Crude Oil
•05 Dec 2025 08:28

2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices

Why a basket  of commodity producers provide a good risk reward for any portfolio looking to get a real return. Underowned and unloved!

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bearish•Crude Oil
•04 Dec 2025 09:07

Oil futures: Crude climbs higher as US-Russia talks falter

Crude oil futures were climbing higher amid a deteriorating geopolitical situation, although ongoing concerns over a growing surplus...

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