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Commodities

A collection of 9 posts
The Risk Premium Comes Out of the Metal
Paid-members only
Commodities

The Risk Premium Comes Out of the Metal

17 Jun 2026 18 min read
Positioning Ahead of Thursday's WASDE
Paid-members only
Commodities

Positioning Ahead of Thursday's WASDE

09 Jun 2026 11 min read
The Grain Market Has Stopped Trading the War
Paid-members only
Commodities

The Grain Market Has Stopped Trading the War

02 Jun 2026 11 min read
Two Weeks of Data and One Direction
Paid-members only
Commodities

Two Weeks of Data and One Direction

26 May 2026 6 min read
The 90-Day Clock Has Delivered
Paid-members only
Commodities

The 90-Day Clock Has Delivered

19 May 2026 7 min read
The WASDE Delivered
Commodities

The WASDE Delivered

USDA projects U.S. wheat production at 1.561 billion bushels, the lowest since 1972. Corn reaches 15.995 billion, the second largest crop on record, while soybeans hit 4.435 billion, also second largest. Three crops. Three very different supply stories.
12 May 2026 8 min read
The War Is Inflationary For Food
Paid-members only
Commodities

The War Is Inflationary For Food

05 May 2026 10 min read
What Farmers Planted in April
Paid-members only
Commodities

What Farmers Planted in April

07 Apr 2026 7 min read
The 90-Day Countdown: How a Closed Energy Artery Becomes a Global Food Security Crisis
Paid-members only
Commodities

The 90-Day Countdown: How a Closed Energy Artery Becomes a Global Food Security Crisis

31 Mar 2026 8 min read
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