Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

Commodities

<ul><li>Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.</li><li>The law has been in place since May 2023, and was due to enter into effect on 30 December 2024.</li><li>EU DR requires that targeted commodities (cattle, cocoa, coffee, palm oil, rubber, soy, wood) and relevant products sold in the EU must not be produced on land that was deforested after 2020.</li></ul>

Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.The law has been in place since May 2023, and was due to enter into effect on 30 December 2024.EU DR requires that targeted commodities (cattle, cocoa, coffee, palm oil, rubber, soy, wood) and relevant products sold in the EU must not be produced on land that was deforested after 2020.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Stimulus /: China rolls out fresh stimulus to boost sluggish economy</li><li>China-Japan /: Beijing, Tokyo reaffirm ties after fatal stabbing of Japanese schoolboy</li><li>SOE /: China creates new state giant to turn waste into resources</li></ul>

Stimulus /: China rolls out fresh stimulus to boost sluggish economyChina-Japan /: Beijing, Tokyo reaffirm ties after fatal stabbing of Japanese schoolboySOE /: China creates new state giant to turn waste into resources

CX Daily: China Rolls Out Fresh Stimulus to Boost Sluggish Economy 

<ul><li>According to the latest BofA fund manager survey, investors continue to sell commodities.</li><li>Allocation-wise we’re now back at levels we were at the beginning of the pandemic back in 2020.</li><li>Long commodities is now a contrarian trade again.</li></ul>

According to the latest BofA fund manager survey, investors continue to sell commodities.Allocation-wise we’re now back at levels we were at the beginning of the pandemic back in 2020.Long commodities is now a contrarian trade again.

Fund Managers Hate Commodities // EU Deforestation Law Disaster

<ul><li>During last week, the International Energy Association (IEA) as well as OPEC both announced that demand for oil is slowing, revising down previous demand forecasts for the year and beyond.</li><li>The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone its plans to ease output cuts, the IEA stated.</li><li>Meanwhile, the growth from the US won’t be able to offset the slowdown from China, according to the agency.</li></ul>

During last week, the International Energy Association (IEA) as well as OPEC both announced that demand for oil is slowing, revising down previous demand forecasts for the year and beyond.The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone its plans to ease output cuts, the IEA stated.Meanwhile, the growth from the US won’t be able to offset the slowdown from China, according to the agency.

Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere

<ul><li>Commodity Popcorn Markets During the week, I saw a tweet by the legendary commodities trader Peter Brandt.</li><li>The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry Williams Research.</li><li><p>Both look at markets very different and have a strong track record.</p><p></p></li></ul>

Commodity Popcorn Markets During the week, I saw a tweet by the legendary commodities trader Peter Brandt.The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry Williams Research.Both look at markets very different and have a strong track record.

Commodity Popcorn Markets // Coffee Bubble About To Burst?

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

Disaster Averted - But Not Solved

Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.

The Commodity Report

CX Daily: China Rolls Out Fresh Stimulus to Boost Sluggish Economy

Stimulus / China rolls out fresh stimulus to boost sluggish economy China announced a slew of stimulus measures Tuesday, including lowering rates...

Caixin Global

Fund Managers Hate Commodities // EU Deforestation Law Disaster

According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...

The Commodity Report

Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere

The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone...

The Commodity Report

Commodity Popcorn Markets // Coffee Bubble About To Burst?

The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry...

The Commodity Report

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)