Sitemap - 2023 - The Commodity Report
Another Macro Tailrisk - Shipping Cost // Where the Opportunities in Bond Land Are
December 2023 - Macro Commodity Outlook
Drought Pain in South America Eases // OPEC+ Meets
J.P. Morgan Turns Bullish Again on Energy - BUT WHY?
Why we don’t trade commodities via ETFs // Gold may be “overvalued” at its current price
Orange Juice Squeeze at Crossroads // Gold Demand in Q3 Remained Weak
November 2023 - Macro Commodity Outlook
There Are No Oil Underinvestments Anymore // Brazil’s Incredible Corn Production
Investors Seek Protection in Commodities Again // Crude Oil Volatility Stays
EIA Changes Oil Market Outlook // Copper Producers send another Warning
Crude Oil Crash - We told you so!
October 2023 - Macro Commodity Outlook
This is Goldman Sachs' Oil Market Framework // Energy-Sector Mood Brightens
Why Brazil Could Be a Great (Commodity) Investment - Stock Picks
Mind the Information Gap in Crude Oil // Mississippi Runs Out Of Water
Investors Continue Offloading Commodities // Long Nuclear & Short Wind // Impacts of El Nino
Are Coffee Futures due for a Rebound? // Orange Juice Crisis Continues
September 2023 - Macro Commodity Outlook
Why BRICS is a Commodity Union & Food Inflation Will Lead to MORE Poverty
Traders Remain Neutral Commodities // Copper Loses as China Falls Apart
Cocoa Market Started Collapsing // Soybean Spreads crash down
US Oil Inventories Log Biggest Ever Weekly Decline // Central Bank’s Gold Appetite Slows
August 2023 - Macro Commodity Outlook
Stocks vs. Commodities Ratio // China wants to boost its property sector (but how)
Wheat explodes after Russia threatens to attack grain shipments // Dollar-Commodities Divergence
Why isn’t Gold starting to sell off? // The Big Sugar Rush
July 2023 - Macro Commodity Outlook
Gold remains unattractive - as Fed will do more // Grain market implodes on speculative frenzy
Soybeans spike due to weather worries // The Credit Crunch isn’t over yet
El Nino is here // River Rhine is drying up again // Managers are net short commodities
The Case for Oil // Farmer Sentiment continues to fall
The World Has a New No. 2 Copper Supplier // El Nino effects start to sink in?
June 2023 - Macro Commodity Outlook
Make or break time for Gold // Goldman Sachs has no feeling for timing oil trades
Short Commodities is now Consensus // Olive Oil Prices to the Moon
The Silver euphoria is over // Why crude oil continues to fall
While Commodities sold off - we made profits // Some relief on the sugar front
May 2023 - Macro Commodity Outlook
Recession fears scare commodities again & World Banks forecasts major drop
Don’t get fooled by the tight inventory narrative // Economic situation continues to worsen
Soft commodities dominate 2023 - US orange crop falls to 86-year low
Between Chilean Copper Woes & Brazilian Sugar Rush
Scary: Oil market business conditions are worsening fast - due to policy mistakes
April 2023 - State of The Commodity Market
Goldman Sachs jumps back into the supercycle boat // Trafigura CFO sees more Volatility ahead
Oil is crashing down but the EIA is bullish // Banking crisis and FED Reversal
Our Oil Price Analysis // FED is Willing to Break the Market
US Large-Sized Farms Increase - Due to Input Cost Pressure // The Fall of The Petrodollar
March 2023 - State of The Commodity Market
The Highlights of USDAs 2023 Commodity Outlook // Where Stock Prices Are Headed in 2023
Major Commodity Fund Outflows continue in January // Soft commodities break to new highs