Sitemap - 2023 - The Commodity Report

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Another Macro Tailrisk - Shipping Cost // Where the Opportunities in Bond Land Are

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Dear Oil Bulls - We Told You!

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December 2023 - Macro Commodity Outlook

Brazil joins OPEC+

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Drought Pain in South America Eases // OPEC+ Meets

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J.P. Morgan Turns Bullish Again on Energy - BUT WHY?

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Why we don’t trade commodities via ETFs // Gold may be “overvalued” at its current price

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Orange Juice Squeeze at Crossroads // Gold Demand in Q3 Remained Weak

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November 2023 - Macro Commodity Outlook

There Are No Oil Underinvestments Anymore // Brazil’s Incredible Corn Production

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Investors Seek Protection in Commodities Again // Crude Oil Volatility Stays

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EIA Changes Oil Market Outlook // Copper Producers send another Warning

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Crude Oil Crash - We told you so!

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October 2023 - Macro Commodity Outlook

This is Goldman Sachs' Oil Market Framework // Energy-Sector Mood Brightens

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Why Brazil Could Be a Great (Commodity) Investment - Stock Picks

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Mind the Information Gap in Crude Oil // Mississippi Runs Out Of Water

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Investors Continue Offloading Commodities // Long Nuclear & Short Wind // Impacts of El Nino

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Are Coffee Futures due for a Rebound? // Orange Juice Crisis Continues

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September 2023 - Macro Commodity Outlook

Why BRICS is a Commodity Union & Food Inflation Will Lead to MORE Poverty

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Traders Remain Neutral Commodities // Copper Loses as China Falls Apart

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Cocoa Market Started Collapsing // Soybean Spreads crash down

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US Oil Inventories Log Biggest Ever Weekly Decline // Central Bank’s Gold Appetite Slows

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August 2023 - Macro Commodity Outlook

Stocks vs. Commodities Ratio // China wants to boost its property sector (but how)

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Wheat explodes after Russia threatens to attack grain shipments // Dollar-Commodities Divergence

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How much do commodity prices rise when fertilizer prices rise? // India threatens with another Rice export stop

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Why isn’t Gold starting to sell off? // The Big Sugar Rush

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July 2023 - Macro Commodity Outlook

Gold remains unattractive - as Fed will do more // Grain market implodes on speculative frenzy

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Soybeans spike due to weather worries // The Credit Crunch isn’t over yet

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El Nino is here // River Rhine is drying up again // Managers are net short commodities

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The Case for Oil // Farmer Sentiment continues to fall

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The World Has a New No. 2 Copper Supplier // El Nino effects start to sink in?

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June 2023 - Macro Commodity Outlook

Make or break time for Gold // Goldman Sachs has no feeling for timing oil trades

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Short Commodities is now Consensus // Olive Oil Prices to the Moon

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The Silver euphoria is over // Why crude oil continues to fall

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While Commodities sold off - we made profits // Some relief on the sugar front

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May 2023 - Macro Commodity Outlook

Recession fears scare commodities again & World Banks forecasts major drop

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Don’t get fooled by the tight inventory narrative // Economic situation continues to worsen

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Soft commodities dominate 2023 - US orange crop falls to 86-year low

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Between Chilean Copper Woes & Brazilian Sugar Rush

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Scary: Oil market business conditions are worsening fast - due to policy mistakes

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April 2023 - State of The Commodity Market

Goldman Sachs jumps back into the supercycle boat // Trafigura CFO sees more Volatility ahead

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Oil is crashing down but the EIA is bullish // Banking crisis and FED Reversal

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Our Oil Price Analysis // FED is Willing to Break the Market

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US Large-Sized Farms Increase - Due to Input Cost Pressure // The Fall of The Petrodollar

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March 2023 - State of The Commodity Market

The Highlights of USDAs 2023 Commodity Outlook // Where Stock Prices Are Headed in 2023

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US wants to diversify commodity exports away from China // Largest Orange Juice Producers in the World // Emerging Markets Fund Flows not overstretched yet

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China reaches Trump's agricultural trade target // US Farm income set to fall for first time since 2019 // Don’t underestimate China’s hunger for renewable energy

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Major Commodity Fund Outflows continue in January // Soft commodities break to new highs

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February 2023 - State of The Commodity Market

The Commodity Report #88

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The Commodity Report #87

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The Commodity Report #86

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The Commodity Report #85

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The Commodity Report #84

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January 2023 - State of The Commodity Market