Subscribe to ML Optimal or ML Premium

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

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

Download pdf of the promo picture above

Tightly Abriged Example of Commodities Income Strategy Report

Midlincoln Commodities Strategy January 18, 2024
If your are viewing this document on a mobile device click here to skip part with data and go directly to content part

Commodities Monthly Performance

Name	Units	LastPrice	Currency	WeekChange USDpct
Lean Hogs (CME)	USd/lb.	0.7797	USD	11.23
3Mo Tin (LME)	USD/MT	25233.00	USD	7.37

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

Commodities YTD Performance

Name	Units	LastPrice	Currency	YTDChange USDpct
Cocoa (ICE)	USD/MT	4448.00	USD	70.75
Orange Juice (ICE)	USd/lb.	2.9065	USD	40.78

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

Chart: Commodities Strategy

January 2024

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 Download file in Power Point	Commodities Strategy Download file in Power Point	Commodities Strategy Download file in Power Point
Commodities Strategy Download file in Power Point	Commodities Strategy Download file in Power Point	Commodities Strategy Download file in Power Point
Commodities Strategy Download file in Power Point	Commodities Strategy Download file in Power Point	Commodities Strategy Download file in Power Point

Top 5 Commodities Longs Based on Momentum

Ticker	name	units	week	1month	ytd	6months	1yr	Rank
CC1 Comdty	Cocoa (ICE)	USD/MT	4.10	4.10	70.75	45.45	70.75	31.10
CKCK7 COMB Comdty	Cocking Coal	CNY/MT	-7.61	-7.61	3.50	53.01	3.50	10.32

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

Top 20 Commodities Shorts Based on Momentum

Ticker	name	units	week	1month	ytd	6months	1yr	Rank
XPDUSD Curncy	Palladium Spot	USD/t oz.	-9.25	-9.25	-48.51	-34.23	-48.51	-25.31
C A Comdty	Corn (CBOT)	USd/bu.	-6.67	-6.67	-32.07	-26.14	-32.07	-17.89

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

Estimates of Commodities Avg Annual Prices

Name	Units	Avg2014	Avg2015	Avg2016	Avg2017	Avg2018	Avg2019	Avg2020	Avg2021	Avg2022
WTI Crude Oil (Nymex)	USD/bbl.	94.99	50.28	42.75	51.20	66.47	56.15	40.18	66.87	93.64
Brent Crude (ICE)	USD/bbl.	101.79	55.57	44.49	54.93	72.13	63.14	43.55	69.56	96.02

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

Commodities News, Table of Contents:

Oil	Natural Gas	Cocking Coal	Gold	Silver	Platinum	Palladium	Copper
3Mo Aluminum	3Mo Zinc	3Mo Tin	Nickel	Steel	Corn	Wheat	Oats
Rough Rice	Soybean	Canola	Cocoa	Coffee	Sugar	Orange Juice	Cotton
Wool	Lumber	Rubber	Ethanol	Live Cattle	Feeder Cattle	Lean Hogs

Oil 78.32(USD/bbl.)

Natural Gas 2.93(USD/MMBtu)

Read more about Natural Gas Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

Cocking Coal 1,954.00(CNY/MT)

Read more about Cocking Coal Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

Gold 2,012.69(USD/t oz.)

Silver 22.76(USD/t oz.)

Platinum 894.95(USD/t oz.)

Palladium 932.98(USD/t oz.)

Read more about Palladium Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

Copper 3.74(USd/lb.)

3Mo Aluminum 2,178.00(USD/MT)

Read more about 3Mo Aluminum Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

3Mo Zinc 2,466.00(USD/MT)

3Mo Tin 25,233.00(USD/MT)

Nickel 16,660.00(USD/MT)

Steel 592.00(USD/MT)

Corn 4.44(USd/bu.)

Wheat 5.83(USd/bu.)

Oats 3.60(USd/bu.)

Rough Rice 17.64(USD/cwt)

Read more about Rough Rice Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

Soybean 12.11(USd/bu.)

Canola 626.80(CAD/MT)

Cocoa 4,448.00(USD/MT)

Coffee 1.80(USd/lb.)

Sugar 0.22(USd/lb.)

Orange Juice 2.91(USd/lb.)

Read more about Orange Juice Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

Cotton 0.82(USd/lb.)

Lumber (USD/1000 board feet)

Rubber 167.90(JPY/kg)

Ethanol 2.16(USD/gal.)

Live Cattle 1.76(USd/lb.)

Read more about Live Cattle Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

Feeder Cattle 2.30(USd/lb.)

Read more about Feeder Cattle Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

Lean Hogs 0.78(USd/lb.)

Read more about Lean Hogs Price ! Please

to get to this and other reports regularly

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Please subsribe to premium to see this chart

Best Commodities last Week

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
LH1 Comdty	Lean Hogs (CME)	USd/lb.	-2.88	11.23	11.23	-7.34	-2.88	3.06
LMSNDS03 Comdty	3Mo Tin (LME)	USD/MT	-0.15	7.37	7.37	-1.30	-0.15	3.32

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

Worst Commodities last Week

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
JO1 Comdty	Orange Juice (ICE)	USd/lb.	40.78	-29.28	-29.28	6.02	40.78	-2.94
SB1 Comdty	Sugar #11 (ICE)	USd/lb.	18.04	-16.68	-16.68	-8.28	18.04	-5.90

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

Best Commodities last Month

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
LH1 Comdty	Lean Hogs (CME)	USd/lb.	-2.88	11.23	11.23	-7.34	-2.88	3.06
LMSNDS03 Comdty	3Mo Tin (LME)	USD/MT	-0.15	7.37	7.37	-1.30	-0.15	3.32

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

Worst Commodities last Month

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
LH1 Comdty	Lean Hogs (CME)	USd/lb.	-2.88	11.23	11.23	-7.34	-2.88	3.06
LMSNDS03 Comdty	3Mo Tin (LME)	USD/MT	-0.15	7.37	7.37	-1.30	-0.15	3.32

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

Best Commodities YTD

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
CC1 Comdty	Cocoa (ICE)	USD/MT	70.75	4.10	4.10	45.45	70.75	31.10
JO1 Comdty	Orange Juice (ICE)	USd/lb.	40.78	-29.28	-29.28	6.02	40.78	-2.94

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

Worst Commodities YTD

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
XPDUSD Curncy	Palladium Spot	USD/t oz.	-48.51	-9.25	-9.25	-34.23	-48.51	-25.31
C A Comdty	Corn (CBOT)	USd/bu.	-32.07	-6.67	-6.67	-26.14	-32.07	-17.89

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

Best Commodities 1yr

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
CC1 Comdty	Cocoa (ICE)	USD/MT	70.75	4.10	4.10	45.45	70.75	31.10
JO1 Comdty	Orange Juice (ICE)	USd/lb.	40.78	-29.28	-29.28	6.02	40.78	-2.94

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

Worst Commodities 1yr

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
XPDUSD Curncy	Palladium Spot	USD/t oz.	-48.51	-9.25	-9.25	-34.23	-48.51	-25.31
C A Comdty	Corn (CBOT)	USd/bu.	-32.07	-6.67	-6.67	-26.14	-32.07	-17.89

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

Latest ML Comics

Rob is penetrating wrestling craft	Rob is penetrating consumer discretionary sector	Rob is penetrating consumer discretionary sector
Markets have been rising on fears of attack on North Korea, then they were rising as the threat of North Korea risk off was less. After some huff and puff - Rob decided to try and raise some money for his future automotive engineering business.	Initial Team	4 Wheel drive and thoughts about business
Rear Engine Transmission Shift Problem	6 Wheeler in the Making	Rob has a new plan

Recent ML Rural Highlights. Small Towns and Villages

Vaskoh-Romania

Artvin-Turkey

Gorishkino-Russia