Commodity Compass Commentary

Cover for Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

October 10, 2025

Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

October 10, 2025

Cover for Commodity Compass - 10/3 - Diverging Supply Concerns in Copper and Oil

October 03, 2025

Commodity Compass - 10/3 - Diverging Supply Concerns in Copper and Oil

October 03, 2025

Cover for Commodity Compass - 9/26 - Platinum and Palladium Outperform, Lean Hogs find a Friday Surge

September 26, 2025

Commodity Compass - 9/26 - Platinum and Palladium Outperform, Lean Hogs find a Friday Surge

September 26, 2025

Cover for Commodity Compass - 9/21 - Rate Cuts Move Silver and Gold; Harvest Kicks Off in the Heartland

September 21, 2025

Commodity Compass - 9/21 - Rate Cuts Move Silver and Gold; Harvest Kicks Off in the Heartland

September 21, 2025

Cover for Commodity Compass - 9/14 - Grains, Gold and Palladium Shine

September 15, 2025

Commodity Compass - 9/14 - Grains, Gold and Palladium Shine

September 15, 2025

Cover for Commodity Compass - 9/7 - Gold in the Spotlight this Week, Further Weakness in Grains

September 07, 2025

Commodity Compass - 9/7 - Gold in the Spotlight this Week, Further Weakness in Grains

September 07, 2025

Cover for Commodity Compass - 8/29 - Gold and Silver Break Out, Corn Finally Rallies

August 29, 2025

Commodity Compass - 8/29 - Gold and Silver Break Out, Corn Finally Rallies

August 29, 2025

Cover for Commodity Compass - 8/24 - Dovish Tones on Friday Sent Commodities Higher for the Week

August 24, 2025

Commodity Compass - 8/24 - Dovish Tones on Friday Sent Commodities Higher for the Week

August 24, 2025

Cover for Commodity Compass - 8/17 - Mixed Signal in Metals while Farmers See Continued Pressure with Low Grain Prices

August 17, 2025

Commodity Compass - 8/17 - Mixed Signal in Metals while Farmers See Continued Pressure with Low Grain Prices

August 17, 2025

Cover for Commodity Compass - 8/8 - Is the Bull Market Run in Cattle Coming to an End?

August 08, 2025

Commodity Compass - 8/8 - Is the Bull Market Run in Cattle Coming to an End?

August 08, 2025

Cover for Commodity Compass - 8/3 - Physical Markets Whipsawed on Tariff Clarifications and Economic Data

August 03, 2025

Commodity Compass - 8/3 - Physical Markets Whipsawed on Tariff Clarifications and Economic Data

August 03, 2025

Cover for Commodity Compass - 7/21 - New Mandates in Soybeans and Rare Earths Drive Commodity Markets

July 21, 2025

Commodity Compass - 7/21 - New Mandates in Soybeans and Rare Earths Drive Commodity Markets

July 21, 2025

Cover for Commodity Compass - 7/6 - Commodities Welcome One Big Beautiful Bill

July 07, 2025

Commodity Compass - 7/6 - Commodities Welcome One Big Beautiful Bill

July 07, 2025

Cover for Commodity Compass - 6/30 - Gold and Oil Correct while Platinum and Palladium Continue Higher

June 30, 2025

Commodity Compass - 6/30 - Gold and Oil Correct while Platinum and Palladium Continue Higher

June 30, 2025

Cover for Commodity Compass - 6/22 - Energy Prices Resume Higher Moves Following US Involvement in Iran

June 22, 2025

Commodity Compass - 6/22 - Energy Prices Resume Higher Moves Following US Involvement in Iran

June 22, 2025

Cover for Commodity Compass - 6/16 - Commodities on High Alert Following Escalations in Iran

June 16, 2025

Commodity Compass - 6/16 - Commodities on High Alert Following Escalations in Iran

June 16, 2025

Cover for Commodity Compass - 6/2 - Commodities Cool Last Week before Ukraine Drone Attacks

June 02, 2025

Commodity Compass - 6/2 - Commodities Cool Last Week before Ukraine Drone Attacks

June 02, 2025

Cover for Commodity Compass - 5/26 - Metals Shine and Nuclear Energy Gets the Trump Boost

May 26, 2025

Commodity Compass - 5/26 - Metals Shine and Nuclear Energy Gets the Trump Boost

May 26, 2025

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