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Midlincoln Commodities Strategy

is useful to analytics professionals to identify key trends in commodities price formation

Identify trends in supply and demand

Trends in cost curve pressure dynamics on prices
View Example

As with other midlincoln publications the report is accompanied with lots of supporting dataPlease, view an example of Supporting Data for Commodities Strategy Report

Or View the data for single commodityLike cocking coal for example


Midlincoln consulting services in global commodities space include:

Providing bespoke research and consulting services on market outlook for your commodity of interest: cost curves, supply/demand stats, market insights

Environmental impact in production of specific commodities and consequences for specific commodity production and usage

Helping with strategies, analysing competition for commodities or commodity producers focused funds

View Example of bespoke research Nickel, Platinum and Palladium published a while ago but so timely highlighting the potential of Palladium metal

If interested please reach out to research@midlincoln.com or call +79651095688


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Tightly Abriged Example of Commodities Income Strategy Report

Midlincoln Commodities Strategy June 12, 2024
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Commodities Monthly Performance

NameUnitsLastPriceCurrencyWeekChange USDpct
Natural Gas (Nymex)USD/MMBtu3.11USD71.82
Silver (Tokyo)JPY/g147.50JPY22.71

This is abriged version of a table in this report, please to see the full report

Commodities YTD Performance

NameUnitsLastPriceCurrencyYTDChange USDpct
Cocoa (ICE)USD/MT9254.00USD108.05
Orange Juice (ICE)USd/lb.4.096USD40.93

This is abriged version of a table in this report, please to see the full report

Chart: Commodities Strategy

June 2024


Read more about Commodities Strategy ! Please
to get to this and other reports regularly

Oil Production Cost Curve


Oil Supply and Demand


Aluminium Cost Curve


Aluminium Supply and Demand


Nickel Metal Cost Curve


Nickel Metal Supply Demand


Copper Cost Curve


Copper Supply Demand


Recent Commodities Ideas ChartArt

Commodities Strategy

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Commodities Strategy

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Commodities Strategy

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Commodities Strategy

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Commodities Strategy

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Commodities Strategy

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Commodities Strategy

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Commodities Strategy

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Commodities Strategy

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Top 5 Commodities Longs Based on Momentum

Tickernameunitsweek1monthytd6months1yrRank
CC1 ComdtyCocoa (ICE)USD/MT-6.38-6.38108.05116.57202.6276.61
NG1 ComdtyNatural Gas (Nymex)USD/MMBtu71.8271.826.1411.0736.4047.78

This is abriged version of a table in this report, please to see the full report

Top 20 Commodities Shorts Based on Momentum

Tickernameunitsweek1monthytd6months1yrRank
SB1 ComdtySugar #11 (ICE)USd/lb.-17.76-17.76-16.22-30.19-23.16-22.22
XPDUSD CurncyPalladium SpotUSD/t oz.-11.04-11.04-4.44-13.28-37.15-18.13

This is abriged version of a table in this report, please to see the full report

Estimates of Commodities Avg Annual Prices

NameUnitsAvg2017Avg2018Avg2019Avg2020Avg2021Avg2022Avg2023Avg2024
WTI Crude Oil (Nymex)USD/bbl.51.2066.4756.1540.1866.8795.0378.2873.18
Brent Crude (ICE)USD/bbl.54.9372.1363.1443.5569.5699.4583.0478.32

This is abriged version of a table in this report, please to see the full report

Commodities News, Table of Contents:

OilNatural GasCocking CoalGoldSilverPlatinumPalladiumCopper
3Mo Aluminum3Mo Zinc3Mo TinNickelSteelCornWheatOats
Rough RiceSoybeanCanolaCocoaCoffeeSugarOrange JuiceCotton
WoolLumberRubberEthanolLive CattleFeeder CattleLean Hogs

Oil 82.39(USD/bbl.)


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Natural Gas 3.11(USD/MMBtu)


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Cocking Coal 1,608.00(CNY/MT)


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Gold 2,312.70(USD/t oz.)


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Silver 29.45(USD/t oz.)


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Platinum 956.53(USD/t oz.)


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Palladium 891.52(USD/t oz.)


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Copper 4.51(USd/lb.)


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3Mo Aluminum 2,533.50(USD/MT)


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3Mo Zinc 2,771.00(USD/MT)


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3Mo Tin 31,913.00(USD/MT)


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Nickel 16,749.00(USD/MT)


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Steel 575.00(USD/MT)


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Corn 4.51(USd/bu.)


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Wheat 6.23(USd/bu.)


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Oats 3.37(USd/bu.)


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Rough Rice 15.44(USD/cwt)


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Soybean 11.84(USd/bu.)


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Canola 651.00(CAD/MT)


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Cocoa 9,254.00(USD/MT)


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Coffee 2.21(USd/lb.)


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Sugar 0.19(USd/lb.)


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Orange Juice 4.10(USd/lb.)


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Cotton 0.72(USd/lb.)


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Lumber (USD/1000 board feet)


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Rubber 167.90(JPY/kg)


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Ethanol 2.16(USD/gal.)


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Live Cattle 1.79(USd/lb.)


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Feeder Cattle 2.58(USd/lb.)


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Lean Hogs 0.92(USd/lb.)


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Best Commodities last Week

Tickernameunitsytdweek1month6months1yrRank
NG1 ComdtyNatural Gas (Nymex)USD/MMBtu6.1471.8271.8211.0736.4047.78
JI1 ComdtySilver (Tokyo)JPY/g33.9722.7122.7124.4740.3427.56

This is abriged version of a table in this report, please to see the full report

Worst Commodities last Week

Tickernameunitsytdweek1month6months1yrRank
CT1 ComdtyCotton #2 (ICE)USd/lb.-12.29-21.77-21.77-9.43-11.66-16.16
SB1 ComdtySugar #11 (ICE)USd/lb.-16.22-17.76-17.76-30.19-23.16-22.22

This is abriged version of a table in this report, please to see the full report

Best Commodities last Month

Tickernameunitsytdweek1month6months1yrRank
NG1 ComdtyNatural Gas (Nymex)USD/MMBtu6.1471.8271.8211.0736.4047.78
JI1 ComdtySilver (Tokyo)JPY/g33.9722.7122.7124.4740.3427.56

This is abriged version of a table in this report, please to see the full report

Worst Commodities last Month

Tickernameunitsytdweek1month6months1yrRank
NG1 ComdtyNatural Gas (Nymex)USD/MMBtu6.1471.8271.8211.0736.4047.78
JI1 ComdtySilver (Tokyo)JPY/g33.9722.7122.7124.4740.3427.56

This is abriged version of a table in this report, please to see the full report

Best Commodities YTD

Tickernameunitsytdweek1month6months1yrRank
CC1 ComdtyCocoa (ICE)USD/MT108.05-6.38-6.38116.57202.6276.61
JO1 ComdtyOrange Juice (ICE)USd/lb.40.9311.6211.62-0.3449.4118.08

This is abriged version of a table in this report, please to see the full report

Worst Commodities YTD

Tickernameunitsytdweek1month6months1yrRank
CKCK7 COMB ComdtyCocking CoalCNY/MT-17.710.820.82-23.9725.920.90
SB1 ComdtySugar #11 (ICE)USd/lb.-16.22-17.76-17.76-30.19-23.16-22.22

This is abriged version of a table in this report, please to see the full report

Best Commodities 1yr

Tickernameunitsytdweek1month6months1yrRank
CC1 ComdtyCocoa (ICE)USD/MT108.05-6.38-6.38116.57202.6276.61
JO1 ComdtyOrange Juice (ICE)USd/lb.40.9311.6211.62-0.3449.4118.08

This is abriged version of a table in this report, please to see the full report

Worst Commodities 1yr

Tickernameunitsytdweek1month6months1yrRank
XPDUSD CurncyPalladium SpotUSD/t oz.-4.44-11.04-11.04-13.28-37.15-18.13
C A ComdtyCorn (CBOT)USd/bu.1.462.852.85-5.30-25.06-6.16

This is abriged version of a table in this report, please to see the full report

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