The Commodity Report
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Opportunity: Cold Freeze Lets Energy Prices Rise
Commodity Report #236
Jan 26
•
Lukas Kuemmerle
8
Commodity Market Movers Report - Portfolio Update 25.01.2026
How we’re positioned and what we’re looking out for.
Jan 26
•
Lukas Kuemmerle
The commodity rally isn’t broad enough yet…
Commodity Report #235
Jan 19
•
Lukas Kuemmerle
6
2
Commodity Market Movers Report - Portfolio Update 18.01.2026
How we’re positioned and what we’re looking out for.
Jan 19
•
Lukas Kuemmerle
1
Back to Normal!
Commodity Report #234
Jan 12
•
Lukas Kuemmerle
4
Commodity Market Movers Report - Portfolio Update 11.01.2026
How we’re positioned and what we’re looking out for.
Jan 12
•
Lukas Kuemmerle
1
+20% Portfolio Return with Commodities - This was 2025
How our proprietary commodity strategy performed in 2025 / + our biggest learnings
Jan 5
•
Lukas Kuemmerle
6
Commodity Market Movers Report - Portfolio Update 04.01.2026
How we’re positioned and what we’re looking out for.
Jan 5
•
Lukas Kuemmerle
December 2025
Commodity Market Movers Report - Portfolio Update 28.12.2025
How we’re positioned and what we’re looking out for.
Dec 29, 2025
•
Lukas Kuemmerle
1
Metals Rip Again! // Soybeans with complete U-Turn
Commodity Report #233
Dec 22, 2025
•
Lukas Kuemmerle
1
Commodity Market Movers Report - Portfolio Update 21.12.2025
How we’re positioned and what we’re looking out for.
Dec 22, 2025
•
Lukas Kuemmerle
Commodity Market Movers Report - Portfolio Update 14.12.2025
How we’re positioned and what we’re looking out for.
Dec 15, 2025
•
Lukas Kuemmerle
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