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Quick Weather & Commodity Update
I was going to have two videos about El Niño and various commodities but am taking some much needed time off this week. This is delayed till later this week or more likely next week and through the spring and summer. More frequent discussions and...
Preview of recorded commodity and El Niño videos next week
Right now, the closure of the Strait of Hormuz is affecting many markets and making things confusing. It is the wheat market that has been the most weather-driven. I am getting inundated with questions about El Niño, the wheat and other markets. I...
The Coming “Mega-Coffee-Crop” in Brazil: Factors Affecting Robusta vs Arabica & A Look at Coffee Spreads During El Niño
My next report will be next Monday evening and will address Brazil's second corn crop and the Midwest corn belt weather. I will be taking a few days off next week. Trade Ideas and ETFs Click below to find out more about: How the weather is...
Commodity Trade Ideas
4 a.m. April 23, EDT RAINFALL PATTERN SUNDAY NIGHT THROUGH EARLY MAY (COOL AND WETTER) ETFs Buy the Sugar ETF (CANE) ahead of El Niño, but confidence is only moderate at best (see below) If there were a cotton ETF (there is not), I would recommend...
When the Sky Turned Black: A Century of Great Plains Drought and Wheat Prices
Coming up next Developing weak El Niño events and potential impacts for Brazil's second corn crop and Australian grain weather. (Not sure if I will have it later this week or Sunday evening) With the possibility of War again in the Middle East,...
Crude Volatility: War, Weather, and El Niño & What’s Coming Up?
3 PM, Sunday EDT (Next update later on Tuesday) Crude oil prices will likely rally back early this week as Iran rejects Trump's comments that it is willing to scale back their uranium program. The Strait of Hormuz (for now) is closed again. This...
Is El Niño driving the coffee market?
Follow our for FREE weather and commodity reports click here at SUBSTACK. You will get access to see my ClimatePredict long-range weather forecast platform and a summary of my view of the markets. For more great analysis from a 40 year+ seasoned...
Maps turn drier again for Plains wheat & review of recent El Niño report & summary of all markets I follow
12:15 a.m. EDT, Thursday Wheat: Weather is bearish CBOT on good crops and still friendly KC until consistent rains hit Nebraska, Kansas and points south A neutral-to-weak El Niño with a -PDO index and positive Indian Ocean Dipole suggests a 65-70%...
El Niño, Indian Dipole & PDO index: Teleconnections that will influence global grain weather and markets
(Part 1 about El Niño) I will have a series of reports over the next two weeks about El Niño, whether it will be super strong or not, and how it may affect global commodity markets. This is part one, just focused on the grain market. I am getting...
Whip-sawed: How the on-again-off-again war and changing Strait-of-Hormuz signals are offsetting weather plays
Introduction: Because of the war, multiple media interviews and lengthy research, I am behind with my first El Niño report. I will get it out by later Wednesday or early Thursday. My last report preached: "Don't get caught up yet in bullish moves...
Don’t Dive Long: The El Niño Bear Trap
El Niño report coming up I have been inundated with questions from clients around the world regarding the "Super EL Niño (or not)". Due to the war and research, I will get to some preliminary ideas and a detailed report by either Monday evening or...
How the opening of the Strait of Hormuz is affecting commodity prices
I am behind with research and will publish an El Niño report next week. This will be one of several regarding El Niño over the next few months. All eyes remain on Middle-East war and whether it really tames down The Strait of Hormuz is confirmed to...
Quick Summary: Iran War, Crude Oil Prices versus Weather
Not enough rains for Plains wheat could be bullish again in a volatile market. Crude oil volatility and war talk back and forth make trading grains very complicated. Plains wheat crop ratings will fall again Monday night when report comes out....
A Thin Market: Why I became bullish on OJ futures last week, plus Wheat & Cocoa update
The next report will be on Monday and will address "Teleconnections" and how I make long-range weather predictions for commodities. In This Report: Click on Weather Spider for Trade Ideas The recent Florida citrus freeze Chart pattern turning more...
Shock or Status Quo: Inside the Forces Driving Farmers’ 2026 Planting Decisions & Coffee Prices Collapse as Expected
Sunday night, EDT, March 29th In This Report: Trade ideas from last week and a few months ago Introduction Could the USDA corn acreage report throw a bearish surprise? Is now the time for farmers to hedge some 2026 production? Acreage Outlook:...
Commodity Trade ideas
March 30th, 8:15 A.M EDT, Monday (update) Past Trade Ideas Short coffee, longer-term with short call options and long the $2.90 July put option when prices hit $3.10 last week. (trade is ahead once again nicely) Probably short soybeans on the rally...
The U.S. Plains Wheat Drought & Conflicting Geopolitical and Climatic Factors Affecting Grain Market Volatility
4 am Thursday, EDT Next report will be later Monday or Monday evening EDT (Video); El Niño neutral spring, the Plains wheat drought, and geopolitics in the grain market https://www.youtube.com/watch?v=fOn6jnKN8u8 Watch our short video (3 minutes 40...
Weather Spider Update: Clouded by Iran War & Shutdown of the Strait of Hormuz. Why Silver prices collapsed.
6:30 a.m, EDT, Monday In This Report: Introduction ETF ideas Summary of commodity futures and option ideas Weather Spider sentiment FLASH: At 7 a.m., crude prices collapsed on some other war news. This report was written on Sunday night and early...


























