About soybeans, pork meat and wheat — The benchmark, CRB Commodity Index, ended the week 3,7% lower Welcome to another 44 people that subscribed to the Commodity Report during the last week, bringing the total subscriber count up to 2.226 people! China’s soybean shortage At the beginning of the week, China was redoubling its efforts to bolster food security by trying to cut the amount of soybeans that get…

Big Rail Strike Averted // Inflation stays sticky after all — markets panic // & more — The benchmark, CRB Commodity Index, ended the week 1,8% lower

Rice stays pricy // European Gas Price Update // Yuan & Commodity Correlation // & more — The benchmark, CRB Commodity Index, ended the week -0,1% lower

Rhine Facts, Implications on Trade & Outlook — Today I’m back with a short explainer about the rhine waterway crisis in Germany. As this is a shorter piece it’s also freely available for everyone! If you haven’t already — check out my piece about the Big Drought which I published last week. Some facts about the Rhine The Rhine is Europe’s most important…

Is there delusion in the copper market? // Commodities continue to mean revert // Resilient Bitcoin — Welcome to another 64 people who subscribed to the Commodity Report during the last week, bringing the total subscriber count up to 2.649.

How the FED is slowing down CAPEX in oil and gas & another bad inflation surprise — The benchmark, CRB Commodity Index, ended the week -3,1% lower

OPEC+’s big surprise / First the Rhine now the Mississippi River / Chinese Oil Demand is trending down — The benchmark, CRB Commodity Index, ended the week +6,5% higher

Russia stops gas flows again — now what? // Important day for oil // & more — The benchmark, CRB Commodity Index, ended the week 4,9% lower

Fertilizer & Gas crisis // Decarbonization in the Shipping Industry // Dollar weakness ahead & more — The benchmark, CRB Commodity Index, ended the week 2,4% higher