
COT report: positioning pivots on geopolitics, lifting crude and gold longs and reversing dollar selling
Ole Hansen
Head of Commodity Strategy
Trump’s tariff threats over Greenland push hard assets back to centre stage
Ole Hansen
Head of Commodity Strategy
COT report: Geopolitics meets sceptical positioning as 2026 begins
Ole Hansen
Head of Commodity Strategy
Commodities weekly: Geopolitics and index rebalance in focus as 2026 begins
Ole Hansen
Head of Commodity Strategy
Gold and silver face a test of strength as annual index rebalancing begins
Ole Hansen
Head of Commodity Strategy
Gold, silver and platinum regain momentum as 2026 opens with familiar risks and new tensions
Ole Hansen
Head of Commodity Strategy
Oil markets digest Venezuela shock: disruption now, optionality later
Ole Hansen
Head of Commodity Strategy
What the steepest US yield curve since 2021 signals as 2026 begins
Ole Hansen
Head of Commodity Strategy
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