Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

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Commodities

<ul><li>Too much rain in Brazil and worries about the drought conditions in the US corn belt are driving soybean prices higher.</li><li>The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.</li><li>Many farmers already report demaged beans and as a result corn planting is also lagging.</li></ul>

Too much rain in Brazil and worries about the drought conditions in the US corn belt are driving soybean prices higher.The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.Many farmers already report demaged beans and as a result corn planting is also lagging.

<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)

7% Within a Week - Soybean Price Rally

The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)