31 May 2024
Speculators have built the largest Brent Oil short position since 2020
Source: Barchart, Bloomberg
30 May 2024
The Orange Juice crisis is upon us 🚨 What will be the next fruit to get sent? Mango, Pineapple, Kiwi?
Source: Barchart, FT
30 May 2024
Commodities, the silent bull market that almost nobody cares about...
Source: Ronnie Stoeferle, MUFG
30 May 2024
The 5D commodity bull market according to Goldman Sachs
Source: Goldman Sachs Global Investment Research
29 May 2024
As highlighted by Tavi Costa ->
Silver production in Peru continues to fall severely, now down 43% from peak levels. Together with China, Peru is projected to be the second-largest producer of silver globally. Limited new supply paired with structurally higher demand is the perfect recipe for major price surges in any commodity. Source: Tavi Costa, Crescat Capital, Bloomberg
29 May 2024
Commodities today...
Source: Markets & Mayhem
28 May 2024
The breadth in commodity price spikes is the highest in two years
Source: Bloomberg
24 May 2024
Copper just had its worst 2-day decline in 13 years.
A much-needed shake out to reset the sentiment. Source: Bloomberg, Tavi Costa, Crescat Capital
