Commodity Market Movers Report - Portfolio Update 15.03.2026
How we’re positioned and what we’re looking out for.
What we did during the week:
closed out of our new short cotton position as we didn’t like the price action throughout the week
VIEWS on Iran and the closure of the streetf of Hormuz:
we don’t trade macro-situations that appear short term, we won’t implement any positions in oil related futures. The situation on the other hand has impact on the fertilizer …