Q3 2022 Outlook
August 2022 Report: Recessionary Risks for Ahead for Industrial Commodities
The deteriorating macro environment becomes a headwind for industrial commodity demand. Seasonal weakness and limited export capacity will drive US natural gas prices lower in September.
Q2 2022 Outlook
April 2022 Report: Russia/Ukraine War Impact on Commodities
The Russia/Ukraine war has significant ramifications in disrupting the supply of various commodities to consumers. Europe's energy crisis drives diesel fuel prices to record levels.
Q1 2022 Outlook
January 2022 Report: Strong Macro Landscape Supports Bullish View Across Commodities
Improving macro outlook and tight fundamental balances support a bullish view across the entire commodity complex with the exception of precious metals where rising real interest rates remain a headwind.