Commodity Compass Weekly

Clear Commodity Network
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Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead. Join us every week for a concise and informative update that keeps you connected to the pulse of the global commodity markets.

  1. 5 DAYS AGO

    Commodity Compass – 12/19 - Base Metals Find a Resurgence as Energy Lags

    Commodity markets were genuinely mixed this week as a new batch of U.S. economic data exposed growing discrepancies in inflation signals, complicating expectations for monetary policy in 2026. While headline CPI and PPI continued to cool, components tied to shelter, services, and food prices remained sticky—keeping real-asset investors cautious rather than aggressive. Markets also reacted to renewed headlines around Venezuelan oil flows, as U.S. officials signaled flexibility on enforcement amid broader energy-security concerns, weighing on crude but supporting downstream inflation narratives. The metals were the big outperformers this week, while energy continued to show weakness and agriculture was mixed.

    13 min

  2. 12 DEC

    Commodity Compass – 12/12 - The Dollar Weakens and Farmers Receive a Bailout

    This week’s commodity price action was dominated by central-bank policy and government intervention headlines, starting with the Federal Reserve’s decision to cut rates and resume short-dated Treasury purchases, which markets interpreted as a renewed liquidity backstop. That move initially supported precious metals and energy, but also reinforced concerns that economic momentum is slowing faster than expected. Equity markets turned volatile as investors debated whether the Fed’s actions were pre-emptive easing or a response to deeper stress, triggering broad de-risking that weighed on industrial commodities. The U.S. dollar softened early in the week before stabilizing, creating choppy cross-currents across metals and energy. Adding to the macro mix, the White House floated a new farmer bailout proposal, aimed at offsetting lower crop prices and export uncertainty, which briefly supported some ag sentiment while underscoring stress in the rural economy.

    14 min

  3. 5 DEC

    Commodity Compass – 12/04 - Silver and Natural Gas Steal the Stage this Week

    Hopes for a December rate cut from the Federal Reserve (given soft inflation and weak hiring trends) buoyed non-yielding assets, but the broader tone remained cautious as traders weighed soft demand against still-ample supply. The result: demand-sensitive commodities — base metals, energy and industrial minerals — came under pressure, while safe-haven assets saw sporadic bouts of interest.

    13 min

  4. 21 NOV

    Commodity Compass – 11/21 - Livestock Under Pressure this Week Amidst Equity Volatility

    This week’s macro backdrop was dominated by sharp volatility across global equity markets as investors reacted to mixed economic signals and concerns over the capex spend on the AI buildout. Risk appetite swung day-to-day, with investors unwinding positions in growth-sensitive assets and rotating defensively into cash and short-duration instruments. The recent U.S. government shutdown compounded the instability, raising fresh concerns about delayed data releases, contracting federal spending, and the broader economic drag heading into year-end.

    12 min

  5. 15 NOV

    Commodity Compass – 11/14 - Volatility Returns as Growth Fears and Policy Uncertainty Weigh on Markets

    It was a volatile week across global markets as the U.S. government shutdown finally ended, but worries about growth, stretched tech valuations, and policy uncertainty kept investors cautious. Commodities traded defensively ... gold and silver fluctuated on shifting Fed expectations, while platinum, palladium, and copper softened on weak demand signals from China. Matt Geiger of MJG Capital joined the KE Report to discuss the precious metals correction and outlook. In energy, oil edged higher after a Russian export terminal attack, natural gas spiked on cold-weather forecasts, and coal prices rebounded on stronger Chinese and European buying. Agriculture markets saw wild swings following a bearish USDA report, with traders bracing for more volatility into year-end. Click here to listen to all the Clear Commodity podcasts

    18 min

  6. 8 NOV

    Commodity Compass – 11/08 – Pressured US Tariff Policies Rattle Markets this Week

    This week, commodity prices slid broadly as global equity markets de-risked and traders grew cautious about growth prospects. The ongoing U.S. government shutdown — now the longest in history — continued to cloud economic visibility, with consumer sentiment plunging to its lowest levels in years. Private-sector jobs data further whispered caution: the latest surveys showed significant weakness and announced layoffs, amplifying fears of a slowing economy.

    14 min

  7. 1 NOV

    Commodity Compass – 11/01 – Uranium Receives Headline Boost while China Returns to the US Soy Bean Market

    The headlines this week were dominated by politics and trade: In Argentina’s mid-term elections, Javier Milei’s party secured a decisive win, boosting market confidence in Argentina’s reform agenda, lifting the peso, and energizing investment-interest in Latin American mining and agricultural export sectors. At the same time, the United States and China announced a trade truce: China agreed to resume large-scale U.S. soybean purchases and to delay expanded rare-earth export controls, while the U.S. offered tariff reprieves in exchange. For commodity markets this cell of events meant a dual-push: agricultural commodities — especially soybeans and grains — received a bid on the promise of eased trade friction, while metals and strategic minerals felt renewed focus on supply-chain geopolitics and investment flows.

    15 min

  8. 25 OCT

    Commodity Compass – 10/25 – Policy Shock in U.S. Cattle, Geopolitics Drive Metal & Energy Narrative

    The commodity narrative this week shifted from metals volatility to policy and geopolitics in the Americas. Washington moved to quadruple low-tariff beef imports from Argentina to curb grocery inflation, alarming U.S. ranchers and signaling a deeper strategy to pull Argentina out of China’s orbit in soy and critical minerals. At the same time, Beijing advanced new barriers to foreign access in rare earths and battery metals, reinforcing strategic supply-risk themes. Energy sentiment firmed on new U.S. sanctions targeting major Russian producers and fresh talk of refilling the SPR, while livestock markets reeled from the policy shock and grains stayed driven by harvest and export flows.

    13 min
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About

Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead. Join us every week for a concise and informative update that keeps you connected to the pulse of the global commodity markets.

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