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Commodity Compass Weekly Commodity Compass Weekly Jennifer Pickerel 吳淡如人生實用商學院 吳淡如人生實用商學院 吳淡如 Doing Business with a Servant's Heart Doing Business with a Servant's Heart Steve Ramona The Level Up Podcast w/ Paul Alex The Level Up Podcast w/ Paul Alex Paul Alex Espinoza GBM | Markets & News GBM | Markets & News GBM Network Marketing Talk | Trends, Strategies & Real Results Network Marketing Talk | Trends, Strategies & Real Results George Levy 7 Minute Leadership 7 Minute Leadership Paul Falavolito 財經一路發 財經一路發 News98 Gut Check Podcast Gut Check Podcast Ted Kluck and Zachary Bartels Larry Reidy’s America Larry Reidy’s America larryreidy InvestTalk InvestTalk Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors The Global Lithium Podcast The Global Lithium Podcast Joe Lowry NTD Evening News NTD Evening News NTD Evening News Real Estate Exam Prep Real Estate Exam Prep Ran Chen, EA, CFP® The Loan Officer Podcast The Loan Officer Podcast Dustin Owen NZZ Akzent NZZ Akzent NZZ The Jabot The Jabot Kathryn Rubino at Above the Law Best of Business Best of Business Newstalk ZB Discover Crypto Discover Crypto HIT Network Labor Radio-Podcast Weekly Labor Radio-Podcast Weekly laborradiopodcastweekly Money Making Conversations Master Class Money Making Conversations Master Class Rushion McDonald The Jas Johal Show The Jas Johal Show CKNW / Curiouscast OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News Noah Leidinger, OMR Good Sleep: Positive Affirmations Good Sleep: Positive Affirmations Optimal Living Daily | Sleepy Meditation From B.A. to Broadway From B.A. to Broadway Brennan Stefanik Your Daily Holiday Briefing Your Daily Holiday Briefing Checkiday.com Il Caffettino di Mario Moroni Il Caffettino di Mario Moroni OnePodcast Dubai Property Podcast Dubai Property Podcast Dubai Property Podcast Райт Окна - Говорят оконщики Райт Окна - Говорят оконщики Руслан Ахриев JIJI news for English Learners-時事通信英語学習ニュース‐ JIJI news for English Learners-時事通信英語学習ニュース‐ 時事通信社 The Breakthru Podcast The Breakthru Podcast J.Paul Fridenmaker The Breakthru Podcast The Breakthru Podcast J.Paul Fridenmaker Alles Coin Nichts Muss Alles Coin Nichts Muss Florian Adomeit, Julius Nagel, Finance Forward, Podstars by OMR EE Times Current EE Times Current EE Times On Air Honest Money Honest Money Warren Ingram 4biddenknowledge Podcast 4biddenknowledge Podcast Billy Carson 4biddenknowledge Real Talk Personal Finance's Podcast Real Talk Personal Finance's Podcast RealTalkPersonalFinance
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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