
Commodities weekly – Hard assets, hard weather: metals lead, gas shocks, cocoa cracks
Ole Hansen
Head of Commodity Strategy
Winter shock links gas markets worldwide as U.S. freeze-offs meet global LNG competition
Ole Hansen
Head of Commodity Strategy
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
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