Commodity Market Movers Report - Portfolio Update 14.12.2025
How we’re positioned and what we’re looking out for.
What we did during the week:
we closed out of our remaining soybean position half on Monday. With that said, the long soybean complex trade is now on hold for now, especially since the La Niña scenario appears to retreat and with that buyer liquidity.
we established a new short position in sugar as the market made a new low within its bear market regime