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Commodity Compass Weekly Commodity Compass Weekly Jennifer Pickerel Die Potenzialwerkstatt Die Potenzialwerkstatt Andreas Nemeth - Der Potenzialentwickler Alles auf Aktien – Die täglichen Finanzen-News Alles auf Aktien – Die täglichen Finanzen-News WELT Practice Momentum - Private Practice Business Coaching Podcast Practice Momentum - Private Practice Business Coaching Podcast Dr Brooklyn Storme Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage Lars Erichsen Morgenkaffen med Finansavisen Morgenkaffen med Finansavisen Finansavisen Richissime Richissime Delphine Pinon Becker’s Healthcare Podcast Becker’s Healthcare Podcast Becker's Healthcare De 7 De 7 De Tijd Playlist News : les meilleurs podcasts d'actualité Playlist News : les meilleurs podcasts d'actualité Acast France FD Toegevoegde Waarde FD Toegevoegde Waarde Het Financieele Dagblad New Gen Investor New Gen Investor THE STANDARD 華倫老爹說歷史 | 愛故事 華倫老爹說歷史 | 愛故事 Warren 華倫.老爹 ( 我還沒這麼老,可先不加老爹 ) Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Sports Geek Rapid Rundown Sports Geek Rapid Rundown Sports Geek Commanding Morning Commanding Morning Peter Adekeye 雪球·财经有深度 雪球·财经有深度 雪球 SECRETOS DE UN EMPRENDEDOR SECRETOS DE UN EMPRENDEDOR Streamla Beat The Books Podcast Beat The Books Podcast Matt Madd 小資變有錢|Dr.Selena生活理財王 小資變有錢|Dr.Selena生活理財王 Dr.Selena 楊倩琳博士 The Moneywise Guys The Moneywise Guys Wealth Management - Community JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 Family Business Stories with Fexingo: Succession, Legacy, and Multi-Generational Companies Family Business Stories with Fexingo: Succession, Legacy, and Multi-Generational Companies Fexingo Brushwood Media Network Brushwood Media Network Brushwood Media Network Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT WELT Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry Brian Kilmeade Show Brian Kilmeade Show FOX News Podcasts Top Traders Unplugged Top Traders Unplugged Niels Kaastrup-Larsen The Money Show The Money Show Radio 702 The Best of the Money Show The Best of the Money Show Radio 702 Kurzerklärt - Der Jurapodcast Kurzerklärt - Der Jurapodcast Nomos Verlag & Sebastian Baur La retraite à 40 ans par Victor Lora La retraite à 40 ans par Victor Lora Victor Lora Der Unternehmer-Academy Podcast Der Unternehmer-Academy Podcast Thomas Göller Motivational Speech Motivational Speech Motivational Speech Was jetzt? – Spezial Was jetzt? – Spezial DIE ZEIT The McClain Method | Business Tools For Interior Designers The McClain Method | Business Tools For Interior Designers John McClain im Loop: Der News-Podcast von Finanzfluss im Loop: Der News-Podcast von Finanzfluss Finanzfluss, Mary Abdelaziz-Ditzow
Commodity Compass Weekly

Business

Commodity Compass Weekly

Jennifer Pickerel

Commodity Compass - 6/26 - The Trump Administration Makes Another Investment into Nuclear Energy

June 26, 2026 4:27pm 15 min

The dominant force on the board this week didn't come from a commodity market at all — it came from the AI trade, and the doubt that suddenly crept into it.On Tuesday, a wave of selling hit the semiconductor and memory n...

Commodity Compass - 6/19 - FOMC Swing Hawkish in the New Warsh ERa

June 19, 2026 4:41pm 13 min

Kevin Warsh held his first press conference as Chair of the Federal Reserve, and he used the debut to push back against the market's expectation of summer rate cuts. The read coming out of that room was unmistakably hawk...

Commodity Compass - 6/12 - More Peace Deal Optimism Rebounds Metal Markets

June 12, 2026 4:56pm 17 min

This week brought the most substantive Iran deal developments since the conflict began. Axios, which hasbeen the primary source of White House leak intelligence throughout the Hormuz crisis, published a detailed walkthro...

Commodity Compass - 6/5 - Friday's Economic Data Punishes Investors and Commodities

June 05, 2026 5:10pm 15 min

Friday's May employment report landed above expectations across the board — stronger job creation, a tight unemployment rate, and wage growth that gives the Federal Reserve no reason to move toward rate cuts. The reactio...

Commodity Compass - 5/29 - A Memorandum of Misunderstanding Defines Energy Markets

May 29, 2026 7:39pm 15 min

This week's defining event arrived not from the strait but from the negotiating table. Reports of a U.S.-Iran memorandum of understanding on a framework for talks set off the mostsignificant single-week oil price decline...

Commodity Compass - 5/22 - EIA Proclaims July as Oil's Red Zone

May 22, 2026 5:00pm 14 min

Three supertankers carrying an estimated six million barrels of crude transited the Strait of Hormuz this week — cargos bound for Japan and China, the first to move through the strait since the conflict began. Japan, who...

Commodity Compass - 5/16 - The Move in Bond Yields Brought Volatility to Commodities

May 16, 2026 7:03pm 13 min

Last week on this show, we talked about the divergence — equities at all-time highs while commercial traffic through the Strait of Hormuz had gone to zero. We called it one of the more remarkable macro contradictions in ...

Commodity Compass - 5/9 - Equity Markets Brush Off Rising Commodity Supply Risks

May 09, 2026 3:58pm 16 min

The Hormuz crisis entered new territory this week. AIS vessel-tracking data from MarineTraffic confirmed what many had feared was approaching: commercial traffic through the Strait of Hormuz has dropped to zero. Not dive...

Commodity Compass - 5/1 - Grains Head Higher on Fertilizer Squeeze; UAE Leave OPEC+

May 01, 2026 5:05pm 16 min

This week, one of the most significant institutional developments of the Hormuz crisis arrived not with a missile strike or a diplomatic announcement — but with a formal letter. On April 28th, the United Arab Emirates an...

Commodity Compass - 4/24 - Brent Heads Above $100 Once Again; Concerns in Wheat Country

April 24, 2026 5:09pm 15 min

The Strait of Hormuz stalemate is now entering its ninth week, and the numbers are becoming staggering. Thirteen million barrels per day remain shut in. Cumulative supply losses have now surpassed six hundred and fifty m...

Commodity Compass - 4/18 - The Week that Was Not

April 18, 2026 11:02am 17 min

If last week was the ceasefire that wasn’t, this week was the reopening that wasn’t. The U.S. Navy opened the week by announcing a blockade of Iranian ports and mine-clearing operations in the Strait. Oil rebounded sharp...

Commodity Compass - 4/10 - Commodity Trades the Week in Two Acts

April 10, 2026 5:51pm 18 min

This week’s commodity story came in two acts.Act one: Wednesday, April 8th. President Trump announced a two-week ceasefire between the United States and Iran, with Tehran agreeing to reopen the Strait of Hormuz as a cond...

Commodity Compass - 4/3 - Historic Inversion with Brent and WTI

April 03, 2026 5:59pm 18 min

This was the week the Iran war moved from a supply shock to something closer to an existential market event. Four things happened, and every one of them lands on Monday. April 6th is shaping up to be one of the more cons...

Commodity Compass - 3/27 - Iran Shuts the Door

March 27, 2026 4:46pm 18 min

This week’s commodity story came down to three data points, and none of them were bullish for a resolution. Iran’s IRGC turned back two Chinese-flagged vessels — CSCL Indian Ocean and CSCL Arctic Ocean — owned by China’s...

Commodity Compass - 3/21 - Iranian Escalations Move Towards Midstream Energy Infrastructure

March 21, 2026 4:43pm 15 min

Commodity markets were driven by one overwhelming reality this week: the Middle East conflict moved from a war narrative to an energy system story. After earlier strikes on Iranian infrastructure, the week was defined by...

Commodity Compass - 3/14 - Commodities Become front Line of Global Risk Pricing

March 14, 2026 1:44pm 13 min

This week, commodity markets traded under the shadow of a single question: what happens if the Strait of Hormuz becomes a battlefield? After last week’s U.S. and Israeli strikes on Iran, the story shifted from the initia...

Commodity Compass – 3/6 - The Iranian Conflict Launches Oil Volatility

March 06, 2026 9:50pm 13 min

The commodity complex was thrown into one of the most geopolitically charged environments we’ve seen in years this week. Joint U.S. and Israeli strikes on Iranian targets escalated tensions across the Middle East and imm...

Commodity Compass – 2/27 - Precious Metals and Energy Rise on a Week where Growth Stocks Fell

February 27, 2026 4:46pm 13 min

This was a week where volatility wasn’t random — it had a trigger. The release of the Citrini report sent shockwaves through high-multiple tech names, reigniting questions around valuation, liquidity sensitivity, and jus...

Commodity Compass – 2/22 - Military Movements in the Middle East Cause Metals and Energy to Rise

February 22, 2026 11:32am 11 min

This week was a headline trader’s market. The Supreme Court’s decision to take up challenges related to presidential tariff authority reintroduced uncertainty around trade policy, and that uncertainty rippled through met...

Commodity Compass – 2/13 - Metals Stabalize while Grains and Livestock Show Relative Strength

February 13, 2026 4:45pm 14 min

This week, commodities traded in a market that was recalibrating fast. U.S. inflation data came in cooler than expected, reinforcing the disinflation trend and sending Treasury yields lower across the curve. That drop in...

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