All Eyes on Major OPEC Meeting

Crude oil has been under the microscope for the latter half of 2014, as prices have all but cratered. Starting in late June, crude prices dropped by more than 25% as bearish momentum took over. With oil prices now sitting around $75/barrel many are looking to OPEC to install a solution to keep prices from dipping even further. All eyes will be on the organization as they meet on Thursday (11/27) to discuss possible solutions [for more commodity news and analysis subscribe to our free newsletter].

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Crude Oil Takes a Tumble

Crude oil prices enjoyed a strong first half of 2014, as energy had placed itself among the better performing sectors for the year. But the fossil fuel’s bullish run came to a head in June when a number of factors combined to sink its price. Along with barrel prices dipping, major energy companies are taking a hit and even Wall Street as a whole has begun to feel the pinch of the energy sector [for more commodity news and analysis subscribe to our free newsletter].

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The Best and Worst Performing Commodities of Q1 2014

With the first quarter of 2014 on the books, investors are still digesting a slew of mixed economic reports, as well as looming uncertainty over the crisis in Ukraine. Equity markets have struggled to find a definitive direction so far this year – a vastly different environment from the record-breaking rallies seen at the end of last year. The commodities market also saw a fair amount of activity in Q1, as geopolitical tensions, severe weather, and global economic uncertainty (particularly in China) came into focus. Below, we outline some of the best and worst performing futures from the first quarter of this year [for more commodity news and analysis subscribe to our free newsletter]:

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March Backwardation Report: Energy Futures Downward Sloping

Backwardation is the process by which futures contracts decrease in price as they move further out in maturity. This can often be due to the expectation of future prices or trends in a certain hard asset, but it can also occur from supply boosts, among other things. Though it is not a phenomenon that should worry investors, keeping an eye on the futures curve can help you make more informed investment decisions [for more commodity news and analysis subscribe to our free newsletter].

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Commodity Earnings on Tap: Energy All Around (BP, CMI, MRO)

As we enter the latter part of earnings season, investors have already gotten a taste of how the final three months of 2013 fared for the Street. Thus far, it seems that there have been more earnings misses or disappointing guidance given than major wins or rosy outlooks. This week will keep energy firms in the spotlight with a few key European-based firms reporting, as well as one major agribusiness entity [for more commodity news and analysis subscribe to our free newsletter]:

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Uganda Ready to Develop Its Oil Sector

In recent years, investors have witnessed the U.S. become a dominant force in the crude oil space, thanks in part to a development in technologies like fracking as well as more pipelines distributing the energy resource around the nation. Outside of the country, however, oil giants have struggled to match the U.S.’s fast growth, forcing these companies to new oil “frontiers” [for more energy news and analysis subscribe to our free newsletter].

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Commodity Earnings on Tap: Big Week for Oil (COP, PSX, XOM)

As earnings season kicks into full gear, all eyes turn to the reports of some of the world’s most powerful commodity firms to comment on the asset class as a whole. This week sees the heat turned up on the energy space, as some of the biggest players in the world of oil are on deck, as well as a few other companies sprinkled in throughout the week [for more commodity news and analysis subscribe to our free newsletter]:

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Backwardation Report: A Mixed Bag

Last week, we gave investors our first contango report for 2014, noting that precious metals are facing upward curves for the foreseeable future. This week, we’re bringing you the first backwardation report of the year. For those unfamiliar with this term, backwardation is the process whereby near month futures are more expensive than those expiring further into the future, creating a downward sloping curve for future prices over time – put simply, it’s the opposite of contango [for more commodity news and analysis subscribe to our free newsletter].

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What Big Banks Are Saying About Commodities in 2014

As 2013 comes to a close, several analysts have already published their predictions for the coming year with most remaining cautiously optimistic about the global economy in 2014. So far this year, however, commodity markets have struggled to stay out of the red, with many analysts speculating that the epic commodity boom seen in recent years is finally over. Though on the equity side, commodity producers have benefited from this year’s bull run, with oil and gas companies in particular logging in double digit gains [for more commodity news and analysis subscribe to our free newsletter].

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The Top 5 Commodities of 2013

As 2013 draws to an end, we take a moment to reflect on the happenings in the commodity world from this past year. All-in-all, it was a tough year for a number of hard assets, as the S&P GSCI Commodity Index struggled to find any momentum, losing approximately 2% for the year. Meanwhile, the S&P 500 has jumped more than 26%, as equities have dominated throughout the year.  While the story has been grim for some, there are a handful of commodities that have been able to turn in a solid performance in 2013 [for more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Brent Oil, Cocoa, Commodity Futures, Energy, Gasoline, Orange Juice | 3 Comments