
High tech needs low tech: AI’s power appetite and copper’s constraint
Ole Hansen
Head of Commodity Strategy
COT report: Nearly half of managed money’s commodity exposure now in gold
Ole Hansen
Head of Commodity Strategy
Commodities weekly: Metals lead, crude heavy, ags under pressure
Ole Hansen
Head of Commodity Strategy
OPEC+ supply expansion and Russia’s export woes keep crude rangebound
Ole Hansen
Head of Commodity Strategy
Gold breaks to record as investors seek alternatives in a fractured world
Ole Hansen
Head of Commodity Strategy
U.S. lumber futures erase tariff gains, hint at housing slowdown
Ole Hansen
Head of Commodity Strategy
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