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.

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<ul><li>During the week, Trump muscled his <strong>Big Beautiful Bill </strong>through a divided congress. With that, the bill got passed even right before 4th of July.</li><li>The nearly-900 page bill includes a tax-cut and spending package that is projected to increase the national debt by $3.3 trillion over a decade.</li><li>Cost-saving to reduce the government debt seems to be completely from the table. The DODGE department seems compared to this bill like a joke.</li></ul>

During the week, Trump muscled his Big Beautiful Bill through a divided congress. With that, the bill got passed even right before 4th of July.The nearly-900 page bill includes a tax-cut and spending package that is projected to increase the national debt by $3.3 trillion over a decade.Cost-saving to reduce the government debt seems to be completely from the table. The DODGE department seems compared to this bill like a joke.

How Trump's Big Beautiful Bill Will Affect Commodity Markets

<ul><li>During the past two weeks we highlighted that the upside for oil is only minimal and that trading the “war event” may be the rational thing to do.</li><li>So far, this turned out to be the right call.</li><li>Investment banks seem to be a bit more emotional about the topic.</li></ul>

During the past two weeks we highlighted that the upside for oil is only minimal and that trading the “war event” may be the rational thing to do.So far, this turned out to be the right call.Investment banks seem to be a bit more emotional about the topic.

Crude Oil Reverts Back (Like We Predicted)

<ul><li>*YTD our absolute return strategy is up 7,5% Commodities Crash after Trump’s Tariff Nightmare In his mission to re-shore critical industries, raise revenue for the U.S. and narrow the deficit, Trump rolled out aggressive tariffs on virtually all countries (except Russia, Cuba and North Korea).</li><li>The new 10% tariff baseline is roughly triple the average US tariff rate before Trump reclaimed power in January and the calculation behind each tariff rates seems insane.</li><li>“We will charge them approximately half of what they are and have been charging us,” Trump said of the reciprocal tariffs.</li></ul>

*YTD our absolute return strategy is up 7,5% Commodities Crash after Trump’s Tariff Nightmare In his mission to re-shore critical industries, raise revenue for the U.S. and narrow the deficit, Trump rolled out aggressive tariffs on virtually all countries (except Russia, Cuba and North Korea).The new 10% tariff baseline is roughly triple the average US tariff rate before Trump reclaimed power in January and the calculation behind each tariff rates seems insane.“We will charge them approximately half of what they are and have been charging us,” Trump said of the reciprocal tariffs.

Commodities Crash after Trump’s Tariff Nightmare

<ul><li>How We Traded Wheat Short Wheat prices saw a small revival over the last month.</li><li>From the rect bottom the forward futures contract recovered almost 15%.</li><li>During last week new selling pressure started to effect the market and led prices down again. </li></ul>

How We Traded Wheat Short Wheat prices saw a small revival over the last month.From the rect bottom the forward futures contract recovered almost 15%.During last week new selling pressure started to effect the market and led prices down again. 

How We Traded Wheat Short & CTA Positioning Update

<ul><li>The Abrdn Commodity Index is putting in a textbook head and shoulders consolidation pattern.</li><li>These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical perspective here…</li><li>The ETF is tracking the Bloomberg Commodity Index Total Return (BCOM).</li></ul>

The Abrdn Commodity Index is putting in a textbook head and shoulders consolidation pattern.These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical perspective here…The ETF is tracking the Bloomberg Commodity Index Total Return (BCOM).

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)

How Trump's Big Beautiful Bill Will Affect Commodity Markets

During the week, Trump muscled his Big Beautiful Bill through a divided congress. With that, the bill got passed even right before 4th of July.

The Commodity Report

Crude Oil Reverts Back (Like We Predicted)

During the past two weeks we highlighted that the upside for oil is only minimal and that trading the “war event” may be the rational thing to do.

The Commodity Report

Commodities Crash after Trump’s Tariff Nightmare

The new 10% tariff baseline is roughly triple the average US tariff rate before Trump reclaimed power in January and the calculation behind each...

The Commodity Report

How We Traded Wheat Short & CTA Positioning Update

How We Traded Wheat Short Wheat prices saw a small revival over the last month. From the rect bottom the forward futures contract recovered almost...

The Commodity Report

Something Is Brewing…

These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical...

The Commodity Report

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52-week Range

Market Cap (USDm)

P/E

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