Chamaeleo
Capital Management LLC
Market Research
Q3 2022 Outlook
August 2022 Report: Recessionary Risks for Ahead for Industrial Commodities
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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
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April 2022 Report: Russia/Ukraine War Impact on Commodities
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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
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January 2022 Report: Strong Macro Landscape Supports Bullish View Across Commodities
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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.