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Natural Gas: A negative Western Pacific Oscillation Index & No La Niña finally suggest a cold, snowy winter for the eastern half of the US
Next report Wednesday *I will update about South American weather and recent trade ideas in soybeans and some soft commodities by Wednesday sometime *Next week I will have more detailed longer-range forecasts. An El Niño neutral event (La Nada, no...
Coldest Early Winter in Years Has Natural Gas Prices Screaming Higher & Crop Issues Boost Coffee Futures
Thanks to a bunch of you who emailed me about taking some of my weather forecasts and crop discussions (especially in coffee the last two weeks) and natural gas and reacting to them. I will have a report at some time next Monday. I am still working...
The Full Monty: (3 videos): Stripping away the complex, volatile fundamentals to analyze commodity markets
Tuesday 5 am EST Weather Spiders, Trade Ideas & Commitments of Traders This video addresses: A) My recent Weather Spiders and how I alerted traders to bullish weather and crop fundamentals in cocoa and coffee 2 weeks ago, even though our...
Bottom in natural gas may be in for now & preview of my videos coming later Tuesday about commodities and weather
3 pm EST Sunday, November 17th I am working on longer-range winter studies for the natural gas and grain market. I will not get to most of this till next week. Nevertheless, my next full report will come on Tuesday or Tuesday night, instead of...
The one lone ETF I recommended a month ago & Preview of my upcoming Monday night video
I will try to address these topics in two to three videos on Monday evening Natural Gas: KOLD is the only ETF I have mentioned for a weather play nearly a month ago. While natural gas prices remain volatile, I am sticking to my guns that huge...
Our recent highest confidence commodity Spider & What is driving volatile natural gas trading?
Why I called for a high confidence trade short wheat two to three weeks ago The picture above shows my highest confidence Weather Spider in the last three weeks catching this massive move of 50 cents down ($2,500 a contract). The reasons I became...
A Stronger dollar hurting commodities. An historic November hurricane?
I will try to have a brief update later this week with a few Weather Spiders. Otherwise, next week I will have a report about teleconnections and South American weather for grains and preliminary studies for winter and the natural gas market. Here...
The difficulty trading soft commodities on just weather forecasts: What are Put Option Spreads to hedge risk?
5 pm EST Sunday, November 10 In this report: Weather Spider Summary Video: Everything You Need to Know About Using Put Option Spreads (but you were afraid to ask) The mixed confusing weather and crop signals for coffee WASDE/USDA corn and soybean...
Election results have markets reeling: Quick summary of commodity markets
Trump's victory has caused a spike in the U.S. dollar, jumping more than 1% higher, and markets such as gold, bitcoin and many other commodities moved lower on worries over a possible trade war with China and the possibility of tariffs. Here is a...
(Three videos): Impact of global weather on agricultural commodities & hurricane approaching Gulf causes short covering in natural gas
These videos were prepared between 4 am and 8 am Monday EST. My next report will be a very "brief" preview and summary, probably by Thursday morning. Video 1: Why La Niña has been slow to form and its impact on commodities (3 min: 06 seconds)...
Underwater volcanoes, the delay in La Niña, and implications for the natural gas market
Weekend Energy Report - November 1-3, 2024 https://www.youtube.com/watch?v=5SHWJGqet5M In this video, I talk about the following: 1) What is the Western Pacific Warm Pool and why it has delayed La Niña 2) How the 2022 Tonga volcanoes may...
Flash: Record warm fall creates spiral down in natural gas prices; drought to ease for Plains wheat
Coming up next week? Video sometime Monday evening EST about global coffee, cocoa, sugar, and grain weather. What is the Western Pacific Warm Pool? Also: a summary of trade ideas. Any chance for cold weather or a Gulf hurricane to support natural...
Can underwater volcanoes be warming our climate? Global commodity impacts of record warm oceans
In this report: Introduction: Why the oceans are warming so much Record warm global oceans: What have been the most recent impacts? Why has the cocoa market been so volatile and confusing to trade? First winter wheat crop rating comes out as a bit...
Brazil’s drought breaking for sugar, soybeans & coffee but new reports show irreversible coffee crop damage
4 am -EDT 10/28 4-6 weeks ago, my forecast for drought-easing rains in Brazil was quite early and ahead of the pack. While my Weather Spider has been mostly bearish coffee prices around the $2.60 area several weeks ago, some bullish weather aspects...
The pants fell off the wheat market, (are cocoa & coffee next?)
Sunday, October 27th (5 pm EDT) In this report: Introduction La Niña neutral and warm Tropical Atlantic could still result in longer-term bear markets for cocoa and coffee La Niña may not form or only be very weak this winter Calling the top of the...
Why natural gas prices soared following the recent price collapse on warm fall weather & future commodity topics
This potential hurricane by November 4-5th could possibly still head towards Florida and weaken demand for natural gas, unless it goes in the Gulf. Overall, my bias is using rallies into the late fall to be selling natural gas prices with puts,...
(VIDEO) Could sugar prices enter a longer-term bear market and why grains & natural gas prices are rallying again
https://youtu.be/4eR59mg2lUk This video discusses: (click above) Trade ideas Why gold prices should be going lower this time of the year and silver higher Summary of Weather Spider (Either short coffee and/or sugar and natural gas are my highest...
Calling the collapse in nat gas and soybean prices. Is coffee next?
In this report: Introduction Catching the collapse in these markets: Why wasn't I more aggressively short the coffee market? Natural gas prices fall 12% in two weeks. Will the bearish trend continue? Australia, Ukraine, and Plains rains pressure...


























