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Commodity Trade Ideas
Natural gas: Colder weather and east coast snowstorm next week, but market too volatile for the average investor Due to the volatile U.S. weather pattern, I advised taking only very small profits on the short March, $4.20-$3.30 option strangle last...
La Niña: Colombia Coffee & Minor New Weather Threats for South American Soybeans?
10 pm, Monday night EST In this report: Trade Ideas Weak La Niña & positive Southwest Indian Ocean Index suggest more wet weather for Colombian coffee & ideal for Brazil's crop Have you heard of Colombia's coffee triangle? How bad is the...
What’s coming up next week: Colombian coffee crop hit by too much rain & quick weather & commodity market review
Next report will be Monday evening or early Tuesday a.m. EST Using natural gas option strangles to capture volatility The weather returns to slightly bearish towards natural gas again. While the potential is there for some colder March weather,...
The Weather Battleground: How contrasting climatic forces are causing incredible natural gas price volatility
This video by Jim Roemer (AKA Dr. Weather) addresses: A) Why forecasts for warmer weather deeper in February helped pressure natural gas and the ETF (BOIL) some 50% since the polar vortex and bull market, two weeks ago. B) Why parts of the northern...
Orange crop damage worsens for Brazil and Florida, sugar prices make new lows, but why are soybean prices resilient?
3 pm EDT, Wednesday In this report: Weather Spider Summary: (All trade ideas are written within "key points" within each article). Potential Chinese demand and Brazil’s harvest delays in Mato Grosso keep soybean prices firm Ideal 2025 weather...
Will cold weather return for natural gas? South American soybeans at critical development stage & summary of trade ideas
4 am EST, Monday, February 9, 2026 Summary of Trade Ideas Short coffee, longer term per my comments, five months ago, close to $4.00. I do not recommend selling futures in the hole now, but sell the July $3.50 call option (high confidence) Long May...
Implications of a weak La Niña & strong negative NAO for global commodities
5 a.m. EST, Friday This is another very quick update. I will have a summary of trading ideas sometime on Monday. My wheat study will come within the next week or two. Some of you emailed me about orange juice. While my frost forecast for Florida...
What is a strangle option position for natural gas, the rally in soybeans & bearish global coffee weather and production
3 a.m. EST Thursday, February 5th I will be on Bloomberg TV today at 12:40 EST talking about commodities and weather In this report I discuss the natural gas market, uncertainty over the wheat market for now, the rally on Wednesday in soybeans, and...
Natural Gas Volatility, Why OJ Prices Did Not React to the Worst Freeze Since 1989 & Highest Confidence Trades
5 A.M EST, TUESDAY , FEB 3 My apologies with respect to the natural gas market. After predicting at least two major moves in prices (up and down) in this wild ride since December ended, those of you who bought the ETF (BOIL) on my advice 1-2 weeks...
The Mid-January Retreat of the Arctic Oscillation Index (Polar Vortex), Devastating Florida Citrus Freeze and More
3 a.m. EST, Monday Coming up soon Off and on, I have been working on a wheat study for the last two weeks. However, there will not be another report published here until next week. This is due to the fact that there have been incredible moves in...
More big time cold weather in February and how weather is affecting global commodities
See this video by Jim Roemer. He discusses: The squeeze in natural gas prices and more big-time cold and snowstorms coming in February Why we were bearish on coffee futures since $4 We got clients out of long silver around $100 an ounce a few weeks...
Weather Spider Summary, Review of Global Weather and Recent Trade Ideas
6 am, Friday, EST My next report will be Monday evening EST on the wheat market. Coldest Florida weather since 1989 & 2010 There is going to be a modest freeze to Florida citrus this weekend. Very similar to the great 1989 Christmas freeze,...
Orange Juice, Florida Freeze, Nat Gas Weather & Coffee Volatility
7 am EST Wednesday In this report: Video: About the present coldest weather in 10-20 years in the Midwest/Eastern U.S. Why did OJ prices crash 75% in 2025 only to rally back? "Citrus Greening" has spread to Brazil The last great Florida Citrus...
Grain and Coffee Weather Update & Summary of Questions from Clients
Review of key points from recent client questions (See detailed report from Sunday) 1) Australian crop lands have been dry during this summer (our winter). A negative AAO and weak La Niña should portend some improvement before planting in March....
Answering Client Questions: Aussie weather, how to play this big U.S. storm and cold, plus coffee, OJ, grains, silver and more
Due to more shut-downs of natural as wells in the Gulf, the natural gas spider is probably more bullish than this. Come Brazil coffee harvest time, unless I see a frost scare of wet weather, the coffee spider will become more bearish than this. The...
Possible freezes for wheat in both Kansas and Russia & A word about Florida’s orange crop
On Monday, I will update everything mentioned here, and also answer queries from subscribers. The major Polar Vortex I talked about weeks ago could bring, on February 1st, the coldest weather to Florida in several decades. It may be a bit risky...
The major short squeeze in natural gas & quick grain comments
I am sending yet another email because readers have sent in a ton of emails regarding the natural gas market. Next week, I will have a report about "Client questions" ... along with my answers. During the winter, I cannot answer client questions by...
Last bullish man standing: The collapse in cocoa & quick comments about nat gas, silver and more
7 pm Tuesday night, EST As usual, I am trying to help clients around the world in no fewer than seven markets. I have posted so many more reports than usual. My next report will come Sunday night or Monday morning to answer questions from clients....


























