Category: Soft Commodities

One story some analysts are missing is the price of lumber. After surging to a new all-time high in May, futures prices fell 48% by the end of the year.

Early 2019 will likely see fear roiling through the energy markets over tempering demand. But this will create a great buying opportunity.

The price of natural gas has swung wildly in the past several weeks. But hedge funds remain bullish. They hit a record long on natural gas in November.

Things can’t get much worse for soybean prices. However, as all good natural resource investors know, from great pain comes great opportunities.

This year’s Thanksgiving dinner comes in as the cheapest in nearly a decade. Much of this year’s savings are from the centerpiece — the turkey.

The flurry of sales on ribs isn’t an accident. It’s a side effect of the tit-for-tat tariff match between the U.S. and China.

“Record supplies” is all that needs to be said to turn off most resource speculators. But the story here is not as straightforward as it seems.

While the disruption in soy is well-covered by the media, the knock-on effects of the trade war will breathe new life into the struggling sugar sector.

Hurricane Florence is one of the strongest storms to threaten the Eastern Seaboard in decades. However, there will be a silver lining for some.

Consumers will spend more this year on Easter thanks to a hidden cost in their grocery bill.

Recent plans to impose tariffs on steel and aluminum imports have economists worried. But this isn’t the first tariff announcement in recent months.

As metal prices rose, so did the profits of major mining companies. And they are using the money for exactly the right thing today.

The price of lumber is up 10% since Harvey hit in August. That’s sending timber companies’ shares soaring.

As Hurricane Irma approached Florida, traders looked for possible gains in orange juice. But the smart money was selling orange juice instead of buying.

There is an uptrend that’s forming in one of my personal favorite commodities. And the trends line up for a double-digit move in the short term.

When you have a major South Florida hurricane, the price of oranges goes up. And that’s just one of the many impacts a hurricane has on the markets.

Investors want Uber and Google, not cotton and wheat. They want Apple, not apples. Food is boring. Now that sentiment has hit an unusual extreme.

Our favorite sweetener is in a major bear market, and that could prove troubling for sugar producers such as the Canadian company Rogers Sugar.

Cocoa prices are near an eight-year low. And as a natural resource investor, this kind of situation is a dream come true.

Ethanol ruins gasoline, but it has spurred a huge windfall for corn farmers. Today we have an investment opportunity in this once-beloved Midwestern staple.

Cotton plants are useful for a multitude of things. And right now, cotton fiber is in a bull market, with room for us to make money.