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. 3日前

    Commodity Compass - 5/16 - The Move in Bond Yields Brought Volatility to Commodities

    Last week on this show, we talked about the divergence — equities at all-time highs while commercial traffic through the Strait of Hormuz had gone to zero. We called it one of the more remarkable macro contradictions in recent commodity history. This week, the underlying tension finally resolved — and it resolved violently.

    13 分鐘

  2. 5月9日

    Commodity Compass - 5/9 - Equity Markets Brush Off Rising Commodity Supply Risks

    The Hormuz crisis entered new territory this week. AIS vessel-tracking data from MarineTraffic confirmed what many had feared was approaching: commercial traffic through the Strait of Hormuz has dropped to zero. Not diverted around the Cape of Good Hope. Not delayed. Zero transits in the past twenty-four hours. The strait that normally moves approximately twenty percent of the world’s seaborne oil — along with disproportionately large shares of LNG, petrochemicals, and refined products — has gone completely dark for commercial shipping.

    16 分鐘

  3. 5月1日

    Commodity Compass - 5/1 - Grains Head Higher on Fertilizer Squeeze; UAE Leave OPEC+

    This week, one of the most significant institutional developments of the Hormuz crisis arrived not with a missile strike or a diplomatic announcement — but with a formal letter. On April 28th, the United Arab Emirates announced its withdrawal from OPEC and the broader OPEC-plus alliance, effective today, May 1st. The UAE joined the organization in 1967. It has now left. The country produces roughly three and ahalf million barrels per day and represented approximately twelve percent of OPEC’s total output. The stated reason: a sovereign strategic choice to pursue its own production ambitions free of cartel constraints — a tension that hasbeen building for years but was accelerated by the Hormuz crisis and the UAE’s own experience of being attacked by Iran during the conflict. We’ll have more on what this means for oil markets in the energy section.

    17 分鐘

  4. 4月24日

    Commodity Compass - 4/24 - Brent Heads Above $100 Once Again; Concerns in Wheat Country

    The Strait of Hormuz stalemate is now entering its ninth week, and the numbers are becoming staggering. Thirteen million barrels per day remain shut in. Cumulative supply losses have now surpassed six hundred and fifty million barrels — roughly seven days of total global consumption, gone from the market since the conflict began. Iran’s Revolutionary Guard seized two vessels this week, following attacks on three ships in the strait, a sharp escalation that underscored how far the situation is from any practical resolution.

    15 分鐘

  5. 4月18日

    Commodity Compass - 4/18 - The Week that Was Not

    If last week was the ceasefire that wasn’t, this week was the reopening that wasn’t. The U.S. Navy opened the week by announcing a blockade of Iranian ports and mine-clearing operations in the Strait. Oil rebounded sharply — Brent pushed back toward $99 — as the Islamabad talks between U.S. and Iranian officials collapsed midweek and the supply disruption narrative hardened.

    18 分鐘

  6. 4月10日

    Commodity Compass - 4/10 - Commodity Trades the Week in Two Acts

    This week’s commodity story came in two acts. Act one: Wednesday, April 8th. President Trump announced a two-week ceasefire between the United States and Iran, with Tehran agreeing to reopen the Strait of Hormuz as a condition. Act two: the breakdown. The ceasefire began unraveling almost immediately. Pakistan’s Prime Minister announced it covered all fronts including Lebanon — Trump and Netanyahu disagreed publicly. Iran announced tolls of more than one million dollars per ship through the Strait.

    19 分鐘

  7. 4月3日

    Commodity Compass - 4/3 - Historic Inversion with Brent and WTI

    This was the week the Iran war moved from a supply shock to something closer to an existential market event. Four things happened, and every one of them lands on Monday. April 6th is shaping up to be one of the more consequential market opens in recent memory.

    18 分鐘

  8. 3月27日

    Commodity Compass - 3/27 - Iran Shuts the Door

    This week’s commodity story came down to three data points, and none of them were bullish for a resolution. Iran’s IRGC turned back two Chinese-flagged vessels — CSCL Indian Ocean and CSCL Arctic Ocean — owned by China’s state shipping giant, less than 48 hours after Iran’s Foreign Minister Araghchi publicly promised safe passage to ships from five friendly nations, China among them. That promise lasted two days. Washington postponed — again. President Trump extended his deadline for Iran to reopen the Strait of Hormuz or face strikes on its power plants, pushing the threat out to April 6th. And finally, White House proposals went nowhere.

    19 分鐘
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關於

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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