The Commodity Report #66
Last week fertilizer prices saw an awakening, as especially European natgas prices rallied further. US Gulf Urea futures jumped 20% while Middle...
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The Commodity Report #65
The benchmark, CRB Commodity Index, ended the week -0,5% lower EU CO2 Price to the moon The price of carbon in the EU’s emissions trading system...
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The Commodity Report #64
Here is what is structurally wrong in the way leaders/politicians and people in general talk about the green transition, about fossil fuels, oil,...
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The Commodity Report #63
Let me be clear, as we can measure the net money market liquidity, we can also see that there was a slight pickup in available funds over the last...
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The Commodity Report #61
But that’s IMO only a short-term development. My takeaway is don’t trust trends in the commodity world that emerge over the summer months!
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