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>Both precious and industrial metals jumped significantly up over the past week. Gold, Silver, Platinum and also Palladium are currently basically in the same trading regime.</li><li>Copper looks a bit different but also bullish, after breaking an H&amp;S pattern to the upside, providing both systematic and discretionary investors with a great setup.</li><li>Bintas built Trafigura’s copper book into the world’s largest. Now at Mercuria, he’s driving a major expansion into metals.</li></ul>

Both precious and industrial metals jumped significantly up over the past week. Gold, Silver, Platinum and also Palladium are currently basically in the same trading regime.Copper looks a bit different but also bullish, after breaking an H&amp;S pattern to the upside, providing both systematic and discretionary investors with a great setup.Bintas built Trafigura’s copper book into the world’s largest. Now at Mercuria, he’s driving a major expansion into metals.

(Another) Industrial Metals Breakout // La Niña Weather Scenario

<ul><li>CTA Update Last week, the research division of UBS shared an update on the positioning of CTAs.</li><li>Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium</li><li>Go with momentum' trades: bullish Lme Tin, Copper, Gold and Lean Hogs, bearish Soybean, Soybean Meal, Wheat and Corn Hurricane Milton and Orange Juice Prices Orange juice futures rose as Hurricane Milton approached Florida throughout the week.</li></ul>

CTA Update Last week, the research division of UBS shared an update on the positioning of CTAs.Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and PalladiumGo with momentum' trades: bullish Lme Tin, Copper, Gold and Lean Hogs, bearish Soybean, Soybean Meal, Wheat and Corn Hurricane Milton and Orange Juice Prices Orange juice futures rose as Hurricane Milton approached Florida throughout the week.

Hurricane Milton and Orange Juice Prices // CTA Update

<ul><li>It Got Quiet around Platinum and Palladium While sales of EVs around the world continue to surge, it kind of became obvious that BEVs or mild hybrids are the choice for many consumers going forward.</li><li>Those systems offer people the option to drive fully electric within the city and use the combustion system for further destinations.</li><li>If the demand for BEVs continues to surge, two metals could be supported by that fact which builds the investment case for platinum and palladium.</li></ul>

It Got Quiet around Platinum and Palladium While sales of EVs around the world continue to surge, it kind of became obvious that BEVs or mild hybrids are the choice for many consumers going forward.Those systems offer people the option to drive fully electric within the city and use the combustion system for further destinations.If the demand for BEVs continues to surge, two metals could be supported by that fact which builds the investment case for platinum and palladium.

It Got Quiet around Platinum and Palladium

SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

Cross Asset Strategy

<ul>
<li>A new threat to financial markets may be on the cards, with a potential incursion of Ukraine by Russia.</li>
<li>While the probability of war remains slim at best, such an event could still lead to extreme movements across every sector in the market, including stocks, commodities and bonds.</li>
<li>Energy Markets could be the primary source of volatility if tensions between the two countries turn into conflict</li>
</ul>


A new threat to financial markets may be on the cards, with a potential incursion of Ukraine by Russia.
While the probability of war remains slim at best, such an event could still lead to extreme movements across every sector in the market, including stocks, commodities and bonds.
Energy Markets could be the primary source of volatility if tensions between the two countries turn into conflict


Predicting the Impact of a Russia-Ukraine Conflict on Wall Street

Price Gauge
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Palladium (XPD COMDTY)

(Another) Industrial Metals Breakout // La Niña Weather Scenario

Both precious and industrial metals jumped significantly up over the past week. Gold, Silver, Platinum and also Palladium are currently basically...

The Commodity Report

Hurricane Milton and Orange Juice Prices // CTA Update

Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium

The Commodity Report

It Got Quiet around Platinum and Palladium

If the demand for BEVs continues to surge, two metals could be supported by that fact which builds the investment case for platinum and palladium.

The Commodity Report

Predicting the Impact of a Russia-Ukraine Conflict on Wall Street

A new threat to financial markets may be on the cards, with a potential incursion of Ukraine by Russia. While the probability of war remains slim...

subSPAC

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)