Commodities strike back! // Impressive Coal Demand // The long-term upside for Gold // & more — The benchmark, CRB Commodity Index, ended the week +3,9% higher

Why commodity prices have fallen off a cliff // Special demand destruction analysis by Pro Vision Macro // Dr. Bitcoin meets Dr. Copper // & more — The benchmark, CRB Commodity Index, ended the week 1,3% higher

The problem with the refinery capacity in the US // Russia is probably exporting Ukrainian agricultural goods // & more — The benchmark, CRB Commodity Index, ended the week 3,5% lower Consider subscribing to the weekly commodity report to get updated about the most important developments in the commodity sector every Monday morning. It’s a free lunch! Abonnieren The problem with the refinery capacity in the US

The Big Squeeze 2022 // What bottoms first? // OPEC spare capacity saga continues // & more — The benchmark, CRB Commodity Index, ended the week 1,4% lower

Recession in Q1 2023?// Oil stays interesting // Elastic vs. Inelastic Demand // & more — The benchmark, CRB Commodity Index, ended the week 1,2% lower

Cotton Flash Crash // Boring Gold // Emerging Market Currencies take a hit // & more — The benchmark, CRB Commodity Index, ended the week 3,4% lower It was a tough week for investors who have long positions on commodities in place. While the mass media is already calling for an end of the commodity bull market, I do think that we only see a correction, which we can use for re-entries in commodities with structural…

European Natural Gas vs. US Natural Gas Futures // We need a FED Funds Rate of 3,4% — The benchmark, CRB Commodity Index, ended the week 5,1% lower

Food Crisis in Emerging Markets // Bidens Approval Ratings — The benchmark, CRB Commodity Index, ended the week 0,8% higher

State of the oil market: What is holding US oil producers back? — The benchmark, CRB Commodity Index, ended the week 0,9% higher Oil and refined products were strong again, while Natgas took a breather. In strong contrast, many grains sold off over the week as well. Quite a divergence here. (covered in The Kuemmerle Report) The soft sector was mixed, in the metals sector, platinum and copper showed relative strength, maybe…