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>*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>Breakout Time in Oil and FX During the last week there occurred many breakout patterns as the volatility in financial markets has risen significantly after president Trump introduced tariffs on Mexico and Canada.</li><li>The Ukraine-drama also doesn’t really help to calm market participants at the moment either.</li><li>We just highlight the technical pattern and add a few words about our current framework and how we view these markets at the moment. </li></ul>

Breakout Time in Oil and FX During the last week there occurred many breakout patterns as the volatility in financial markets has risen significantly after president Trump introduced tariffs on Mexico and Canada.The Ukraine-drama also doesn’t really help to calm market participants at the moment either.We just highlight the technical pattern and add a few words about our current framework and how we view these markets at the moment. 

Cocoa Prices Disconnected from Reality? // Breakout Time in Oil and FX

<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>Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal.</li><li>Per soybean crushed, you get something like an 80/20 meal to oil share.</li><li>While the soy oil part is currently in high demand due to a higher bioethanol requirement (Brazil increased the share from 14% to15% as of 2025), there isn’t an additional demand driver for soy meal.</li></ul>

Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal.Per soybean crushed, you get something like an 80/20 meal to oil share.While the soy oil part is currently in high demand due to a higher bioethanol requirement (Brazil increased the share from 14% to15% as of 2025), there isn’t an additional demand driver for soy meal.

<ul><li>Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high.</li><li>Supply concerns continue to fuel the rally in a strongly backwardated futures market.</li><li>The drought that El Niño weather brought over to Brazil over the last summer continue to be persistent.</li></ul>

Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high.Supply concerns continue to fuel the rally in a strongly backwardated futures market.The drought that El Niño weather brought over to Brazil over the last summer continue to be persistent.

Historic Coffee Price Rally & WASDE Report Recap

United States

Natural gas is a naturally occurring hydrocarbon gas mixture consisting primarily of methane, but commonly including varying amounts of other higher alkanes, and sometimes a small percentage of carbon dioxide, nitrogen, hydrogen sulfide, or helium. It is formed when layers of decomposing plant and animal matter are exposed to intense heat and pressure supplied by existing under the surface of the Earth over millions of years. The energy that the plants originally obtained from the sun is stored in the form of chemical bonds in the gas.

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Natural Gas (NATURAL GAS COMDTY)

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

Cocoa Prices Disconnected from Reality? // Breakout Time in Oil and FX

We just highlight the technical pattern and add a few words about our current framework and how we view these markets at the moment.

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

Soybean-Meal Oversupply Crisis Incoming?

Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal. Per soybean crushed,...

The Commodity Report

Historic Coffee Price Rally & WASDE Report Recap

Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high. Supply concerns continue to fuel the rally in a strongly...

The Commodity Report

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)