The Commodity Report

The Commodity Report

Commodity Market Movers Report - Portfolio Update 28.12.2025

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

Lukas Kuemmerle's avatar
Lukas Kuemmerle
Dec 29, 2025
∙ Paid

What we did during the week:

  • we closed out of our short sugar trade, as our stop loss was violated. The market remains interesting on the short side though going into 2026.

  • We closed out of our long platinum trade, which was a discretionary decision on Friday as we just think the market is a bit overextended at the moment during low-liquidity conditions o…

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