The Commodity Report #77
Fundamentally speaking, it was nearly a perfect week for commodities as much major news aligned during the week after China eased some Covid...
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The Commodity Report #76
As most commodity groups are heavily correlated with the ISM data, this will provide significant headwinds over the next six months or so,...
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The Commodity Report #75
A short calculation: In 2021 Russia delivered 55 billion cubic meters to Germany or 55% of the total German gas consumption.
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The Commodity Report #73
Respect the trend - inflation continues to trend down but also continues to surprise on the upside in terms of analysts’ expectations.
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