The Commodity Report | Lukas Kümmerle | Substack

Quite a divergence between energy futures and stocks // Economic momentum continues to slow (as expected) // Shipping reliability improves

Lukas Kümmerle

New Top Community

04.12.2022 // weekly commodity market outlook, stories and trading updates

Lukas Kümmerle

Dec 4

Our commodity related macro framework for the month - All the fundamentals that investors with commodity exposure need to know

Lukas Kümmerle

Dec 1

IIF paints a dire picture for commodity prices (but beware) // OECD energy dependency // Uranium’s future

Lukas Kümmerle

Nov 28

27.11.2022 // weekly commodity market outlook, stories and trading updates

Lukas Kümmerle

Nov 27

Indonesia proposing an OPEC for Nickel // Our big coffee short // Mass media calls crypto dead

Lukas Kümmerle

Nov 21

20.11.2022 // weekly commodity market outlook, stories and trading updates

Lukas Kümmerle

Nov 20

Germany considers national metals fund // Bad time being a major food importer // Crypto implodes

Lukas Kümmerle

Nov 14

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