Commodity Market Movers Report - Portfolio Update 24.05.2026

How we’re positioned and what we’re looking out for.

What we did during the week:

• we closed the soybean position again as we saw the momentum fading. The market remains in a bull regime - but El Nino is coming closer and closer. Grains don’t like this environment from a price perspective - also we heading towards bearish seasonality.

• We opened a new long position in natgas.

• We opened a new short position in…