
COT update: Hedge funds kept rotating out of metals into energy ahead of Friday’s slump
Ole Hansen
Head of Commodity Strategy
Commodities weekly: Metals pull back after a volatile, record-setting month for commodities
Ole Hansen
Head of Commodity Strategy
Gold’s orderly rally meets silver’s chaos as the dollar comes under pressure
Ole Hansen
Head of Commodity Strategy
COT update: Silver surges without speculator backing as FX focus shifts to yen
Ole Hansen
Head of Commodity Strategy
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
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