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The Commodity Report

Lukas Kuemmerle
Tens of paid subscribers

Tradeable Commodity Research from an Alpha-Capture Strategist.

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PricingFreemiumPublishesWeekly
Issues535Founded5 years agoLast Issue9 days ago
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Latest Issues

Where the Short Sits in Grains – and Where It Doesn’t

YTD our absolute return strategy is up +3.8% (with unrealized gains more like +10%)

Find our 2025 performance here (+20% total return and 2.99 Sharpe)


Where the Short Sits in Grains – and Where It Doesn’t

Traders are hunting har...

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Commodity Market Movers Report - Portfolio Update 23.08.2026

How we’re positioned and what we’re looking out for.

What we did during the week:

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Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet

YTD our absolute return strategy is up +4.1%

Find our 2025 performance here (+20% total return and 2.99 Sharpe)


Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet

Everyone is talking El Nino, but the t...

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Commodity Market Movers Report - Portfolio Update 16.08.2026

How we’re positioned and what we’re looking out for.

What we did during the week:

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Cotton's Short Squeeze Is Getting a Fundamental Assist

*YTD our absolute return strategy is up +4.2%

Find our 2025 performance here (+20% total return and 2.99 Sharpe)


Cotton has rallied hard over the past couple of weeks. The primary driver has -not yet - been a dramatic supply shock....

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  • Lukas Kuemmerle

    Agricultural Commodity Strategist, Market Neutral, Editor, Founder Kucrop Analytics

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