
Commodities rally broadens in April as Middle East disruption tightens global supply chains
Ole Hansen
Head of Commodity Strategy
Gold rises with oil as geopolitical risk overwhelms rate headwinds
Ole Hansen
Head of Commodity Strategy
Crude rally extends as Strait disruption continues; OPEC’s role tested after UAE exit
Ole Hansen
Head of Commodity Strategy
Precious metals face near-term pressure from oil-driven inflation risks
Ole Hansen
Head of Commodity Strategy
COT update: Energy strength underpins crops as precious metals demand soften
Ole Hansen
Head of Commodity Strategy
Commodities weekly: From fuel shortages to food risks as Hormuz remains shut
Ole Hansen
Head of Commodity Strategy
Crude: Severe supply disruption meets rising demand destruction as Hormuz closure persists
Ole Hansen
Head of Commodity Strategy
COT update: Energy correction masks resilient metals demand amid fragile peace hopes
Ole Hansen
Head of Commodity Strategy
Precious metals rebuild as macro tailwinds return, but gold awaits breakout confirmation
Ole Hansen
Head of Commodity Strategy
COT update: Dollar demand surges while crowded longs left crude exposed to correction
Ole Hansen
Head of Commodity Strategy
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