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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

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

Name	Units	LastPrice	Currency	WeekChange USDpct
Natural Gas (Nymex)	USD/MMBtu	3.11	USD	71.82
Silver (Tokyo)	JPY/g	147.50	JPY	22.71

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Commodities YTD Performance

Name	Units	LastPrice	Currency	YTDChange USDpct
Cocoa (ICE)	USD/MT	9254.00	USD	108.05
Orange Juice (ICE)	USd/lb.	4.096	USD	40.93

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Chart: Commodities Strategy

June 2024

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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	-6.38	-6.38	108.05	116.57	202.62	76.61
NG1 Comdty	Natural Gas (Nymex)	USD/MMBtu	71.82	71.82	6.14	11.07	36.40	47.78

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Top 20 Commodities Shorts Based on Momentum

Ticker	name	units	week	1month	ytd	6months	1yr	Rank
SB1 Comdty	Sugar #11 (ICE)	USd/lb.	-17.76	-17.76	-16.22	-30.19	-23.16	-22.22
XPDUSD Curncy	Palladium Spot	USD/t oz.	-11.04	-11.04	-4.44	-13.28	-37.15	-18.13

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Estimates of Commodities Avg Annual Prices

Name	Units	Avg2017	Avg2018	Avg2019	Avg2020	Avg2021	Avg2022	Avg2023	Avg2024
WTI Crude Oil (Nymex)	USD/bbl.	51.20	66.47	56.15	40.18	66.87	95.03	78.28	73.18
Brent Crude (ICE)	USD/bbl.	54.93	72.13	63.14	43.55	69.56	99.45	83.04	78.32

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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 82.39(USD/bbl.)

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.)

Silver 29.45(USD/t oz.)

Platinum 956.53(USD/t oz.)

Palladium 891.52(USD/t oz.)

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Copper 4.51(USd/lb.)

3Mo Aluminum 2,533.50(USD/MT)

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3Mo Zinc 2,771.00(USD/MT)

3Mo Tin 31,913.00(USD/MT)

Nickel 16,749.00(USD/MT)

Steel 575.00(USD/MT)

Corn 4.51(USd/bu.)

Wheat 6.23(USd/bu.)

Oats 3.37(USd/bu.)

Rough Rice 15.44(USD/cwt)

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Soybean 11.84(USd/bu.)

Canola 651.00(CAD/MT)

Cocoa 9,254.00(USD/MT)

Coffee 2.21(USd/lb.)

Sugar 0.19(USd/lb.)

Orange Juice 4.10(USd/lb.)

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Cotton 0.72(USd/lb.)

Lumber (USD/1000 board feet)

Rubber 167.90(JPY/kg)

Ethanol 2.16(USD/gal.)

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

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
NG1 Comdty	Natural Gas (Nymex)	USD/MMBtu	6.14	71.82	71.82	11.07	36.40	47.78
JI1 Comdty	Silver (Tokyo)	JPY/g	33.97	22.71	22.71	24.47	40.34	27.56

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Worst Commodities last Week

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
CT1 Comdty	Cotton #2 (ICE)	USd/lb.	-12.29	-21.77	-21.77	-9.43	-11.66	-16.16
SB1 Comdty	Sugar #11 (ICE)	USd/lb.	-16.22	-17.76	-17.76	-30.19	-23.16	-22.22

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Best Commodities last Month

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
NG1 Comdty	Natural Gas (Nymex)	USD/MMBtu	6.14	71.82	71.82	11.07	36.40	47.78
JI1 Comdty	Silver (Tokyo)	JPY/g	33.97	22.71	22.71	24.47	40.34	27.56

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Worst Commodities last Month

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
NG1 Comdty	Natural Gas (Nymex)	USD/MMBtu	6.14	71.82	71.82	11.07	36.40	47.78
JI1 Comdty	Silver (Tokyo)	JPY/g	33.97	22.71	22.71	24.47	40.34	27.56

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Best Commodities YTD

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
CC1 Comdty	Cocoa (ICE)	USD/MT	108.05	-6.38	-6.38	116.57	202.62	76.61
JO1 Comdty	Orange Juice (ICE)	USd/lb.	40.93	11.62	11.62	-0.34	49.41	18.08

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Worst Commodities YTD

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
CKCK7 COMB Comdty	Cocking Coal	CNY/MT	-17.71	0.82	0.82	-23.97	25.92	0.90
SB1 Comdty	Sugar #11 (ICE)	USd/lb.	-16.22	-17.76	-17.76	-30.19	-23.16	-22.22

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Best Commodities 1yr

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
CC1 Comdty	Cocoa (ICE)	USD/MT	108.05	-6.38	-6.38	116.57	202.62	76.61
JO1 Comdty	Orange Juice (ICE)	USd/lb.	40.93	11.62	11.62	-0.34	49.41	18.08

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Worst Commodities 1yr

Ticker	name	units	ytd	week	1month	6months	1yr	Rank
XPDUSD Curncy	Palladium Spot	USD/t oz.	-4.44	-11.04	-11.04	-13.28	-37.15	-18.13
C A Comdty	Corn (CBOT)	USd/bu.	1.46	2.85	2.85	-5.30	-25.06	-6.16

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