The Commodity Report

Home
INSTITUTIONAL ALPHA CAPTURE
Twitter
Archive
About
New
Top
Discussion
December 2023 - Macro Commodity Outlook
Our commodity-related macro framework for the month - All the macro fundamentals that investors with commodity exposure need to know
 • 
Lukas Kuemmerle
Brazil joins OPEC+
The Commodity Report #132
 • 
Lukas Kuemmerle
The Kuemmerle Report
03.12.2023 // weekly commodity market outlook, stories and trading updates
 • 
Lukas Kuemmerle
November 2023
Drought Pain in South America Eases // OPEC+ Meets
The Commodity Report #131
 • 
Lukas Kuemmerle
The Kuemmerle Report
26.11.2023 // weekly commodity market outlook, stories and trading updates
 • 
Lukas Kuemmerle
J.P. Morgan Turns Bullish Again on Energy - BUT WHY?
The Commodity Report #130
 • 
Lukas Kuemmerle
The Kuemmerle Report
19.11.2023 // weekly commodity market outlook, stories and trading updates
 • 
Lukas Kuemmerle
Why we don’t trade commodities via ETFs // Gold may be “overvalued” at its current price
The Commodity Report #129
 • 
Lukas Kuemmerle
2
The Kuemmerle Report
12.11.2023 // weekly commodity market outlook, stories and trading updates
 • 
Lukas Kuemmerle
Orange Juice Squeeze at Crossroads // Gold Demand in Q3 Remained Weak
The Commodity Report #128
 • 
Lukas Kuemmerle
The Kuemmerle Report
05.11.2023 // weekly commodity market outlook, stories and trading updates
 • 
Lukas Kuemmerle
November 2023 - Macro Commodity Outlook
Our commodity-related macro framework for the month - All the macro fundamentals that investors with commodity exposure need to know
 • 
Lukas Kuemmerle
© 2023 Lukas Kümmerle
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing