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 12,0% Diamonds Are Cheap Diamond prices have fallen to their lowest level this century!</li><li>Diamond prices are currently low due to a combination of factors including decreased demand, increased supply of lab-grown diamonds, and fewer marriages.</li><li>Lab-grown diamonds used to take weeks to make but can now be grown in a few hours, compared with billions of years for natural stones.</li></ul>

*YTD our absolute return strategy is up 12,0% Diamonds Are Cheap Diamond prices have fallen to their lowest level this century!Diamond prices are currently low due to a combination of factors including decreased demand, increased supply of lab-grown diamonds, and fewer marriages.Lab-grown diamonds used to take weeks to make but can now be grown in a few hours, compared with billions of years for natural stones.

Diamonds Are Cheap & Seasonality Headwinds for Soybeans

<ul><li>Corn crop looks good but slightly worse than 2024</li><li>Spring Wheat is looking okayish, but conditions are worse than during the three previous years</li><li>Soybean conditions aren’t that visible yet, but analysts expect solid to good conditions at the moment</li></ul>

Corn crop looks good but slightly worse than 2024Spring Wheat is looking okayish, but conditions are worse than during the three previous yearsSoybean conditions aren’t that visible yet, but analysts expect solid to good conditions at the moment

<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>Gold Demand Data Indicates More Economic Weakness Gold demand for technology purposes is still up but the pace continues to decline for the second quarter in a row now, as the latest data by the World Gold Council for Q3 showed.</li><li>The total gold demand (inclusive of OTC investment) gained meanwhile 5% y/y to 1,313 tonnes.</li><li>Global gold ETF inflows (95t) were a major driver of growth as Q3 was the first positive quarter for ETF flows since Q1’22.</li></ul>

Gold Demand Data Indicates More Economic Weakness Gold demand for technology purposes is still up but the pace continues to decline for the second quarter in a row now, as the latest data by the World Gold Council for Q3 showed.The total gold demand (inclusive of OTC investment) gained meanwhile 5% y/y to 1,313 tonnes.Global gold ETF inflows (95t) were a major driver of growth as Q3 was the first positive quarter for ETF flows since Q1’22.

Gold Demand Data Indicates More Economic Weakness

<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

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Soybean Active Contract (S A COMDTY)

Diamonds Are Cheap & Seasonality Headwinds for Soybeans

YTD our absolute return strategy is up 12,0% Diamonds Are Cheap Diamond prices have fallen to their lowest level this century!

The Commodity Report

Drought & Planting Update

Corn crop looks good but slightly worse than 2024. Spring Wheat is looking okayish, but conditions are worse than during the three previous years

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

Gold Demand Data Indicates More Economic Weakness

Gold Demand Data Indicates More Economic Weakness Gold demand for technology purposes is still up but the pace continues to decline for the second...

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

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