Q2 Portfolio Update – Stable Performance in a Volatile Environment
Our long/short commodity strategy has had a strong start to the year despite significant geopolitical turbulence. Second-quarter performance was...
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The First-Mile View on Commodities Making News (19 June 2026)
USDA's 11 June Crop Production report placed US winter wheat at 1.03 billion bushels, 27% below 2025 and the smallest crop since 1965; Treefera...
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The First-Mile View on Commodities Making News (5 June 2026)
The May WASDE puts 2026/27 US wheat output 424 million bushels below last year's record and corn at its tightest stocks-to-use ratio in recent...
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Agricultural Flows Monitor: May 2025 Issue
Wheat: Futures at $4.90/bushel (lowest since mid-2020), reflecting ample global supply and subdued demand. U.S. production is projected to rise by...
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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...
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