
US diesel export ban: A political quick fix that could make the problem worse
Ole Hansen
Head of Commodity Strategy
Iran offer raises prospect of a Hormuz breakthrough, but rising oil flows complicate the path to a deal
Ole Hansen
Head of Commodity Strategy
Gold breaks with real yields as fiscal concerns reshape investor demand
Ole Hansen
Head of Commodity Strategy
COT update: Yen bulls pile in ahead of Fed as commodity longs turn cautious
Ole Hansen
Head of Commodity Strategy
Saudi pipeline outage sends physical crude and diesel into scarcity pricing
Ole Hansen
Head of Commodity Strategy
COT update: Yen sees dramatic positioning flip while agriculture longs remain near record
Ole Hansen
Head of Commodity Strategy
Commodity weekly: Oil shock reshapes commodity rally as yields surge and metals retreat
Ole Hansen
Head of Commodity Strategy
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