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The Commodity Report

Lukas Kuemmerle

Tradeable Commodity Research from an Alpha-Capture Strategist.

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Substack
PricingFreemiumPublishesWeekly
Issues506Founded5 years agoLast Issue8 days ago
Active

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Latest Issues

Commodity Market Movers Report - Portfolio Update 10.05.2026

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

What we did during the week:

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When the Mainstream Says Oil Goes Higher - It is Time to Sell!

*YTD our absolute return strategy is up +5.7%

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


When the Mainstream Says Oil Goes Higher - It is Time to Sell!

This week’s Economist cover shows an oil tanker drif...

15 days ago
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Commodity Market Movers Report - Portfolio Update 03.05.2026

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

What we did during the week:

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El Nino is Coming! - What it Means for Commodity Prices in 2026

*YTD our absolute return strategy is up +5.8%

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


El Nino is Coming! - What it Means for Commodity Prices in 2026

A strong El Niño is forming in the Pacific, with ov...

22 days ago
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5

Commodity Market Movers Report - Portfolio Update 26.04.2026

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

What we did during the week:

22 days ago
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Authors

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  • Lukas Kuemmerle

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

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