Commodity Market Movers Report - Portfolio Update 10.08.2025

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

What we did during the week:

• We opened a short position in coffee futures – this position was closed again on Friday’s close as it ran into our applied stop loss

• We opened a short position in heating oil futures

Current active portfolio:

• Short Soybean Meal since 16.06.25: already reduced pos. by 50% to take profits

• Short HH Natural Gas since 01.07.25: /

• Long …