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What is backwardation?: How weather created supply squeezes in natural gas and coffee but not in grains.
In this report: Weather Wealth Trade Ideas What is backwardation? Natural Gas: Warming US weather eased the supply squeeze and reduced backwardation last week LNG exports & a cold late autumn: Why backwardation occurred in the natural gas...
My three highest confidence trades
Last week, I wrote a report last week entitled "What is Backwadation in commodities?" I will send this out mid-late week. Again, I will discuss more about South American grain weather in the weeks ahead. Jim Roemer While I have not had any specific...
Global Grain Weather Update & Quick Comment About Other Commodities
6 am Friday My next update will be Monday evening or early Tuesday I am sending yet another special quick update due to client questions about grains. Also, in summary, here is what I have been saying about other markets. A) Wet weather and...
FLASH: Silver prices exploding, warm weather returns next week for natural gas & cocoa market breaking out
Silver: I have been bullish for 8 months catching at least part of this massive 80-100% rally on AI, solar, the Global Green Economy, which is putting the world in a supply deficit. We will go to $100 within the next 1-2 years Cocoa: Read between...
What is negative global angular momentum & how did it thwart the bull market in natural gas?
Following some free reports about weather and commodities here on Substack GLAAM stands for Global Atmospheric Angular Momentum in weather forecasting. It is sometimes referred to as GAM and/or GLAM, but they all refer to the same phenomenon....
Why cocoa prices may have seen the lows: New weather problems & a possible pick up in demand
My next report may not be until Sunday night or early Monday, unless I see a return to colder weather for the natural gas market. On Monday morning, I mentioned a big change and more bearish natural gas weather. This next report will discuss...
The Polar Vortex Retreat & Updated Weather Spiders
4 a.m. EST, Monday December 8th What's coming up? A) I was going to send a report today title "What is Backwardation in commodities? The focus is on natural gas and coffee. I will send that probably later Wednesday and after I analyze new models...
Coming Up: La Niña & Cocoa-Sugar Price Patterns, Global Grain Weather Update & Cold US Winter, Coffee and More
Roemer 12:30 EST, Thursday My next update will be sometime on Monday or Monday evening, EST, Florida My recent highest confidence trades Those were: A) Short natural gas put options from two weeks ago, which are quite profitable, and long the ETF...
Stratospheric warming, a bitter cold US winter & all about the grain market
This video talks about: What a stratospheic warming event is and why it is bringing one of the coldest Decembers in 15 years to the Midwest and Northeast Different flavors of La Niña and their influence on the U.S. winter temperatures Why have...
Silver Powers Green Economy, Cold US Winter Energy Markets & Flooding in Vietnam, Thailand, and Indonesia Hits Some Commodities
In This Report: Published December 1st at 11 a.m. EST The factors affecting the coming cold and snowy US December (video) Could silver prices reach $100 an ounce? Coffee prices remain strong due to low certified stocks and more wet weather heading...
Special Update: Cold December for US Energy areas still on track as some computer models are Thanksgiving Turkeys
The maps have turned colder again for key natural gas and heating oil demand areas due to the MJO. See any resemblance between the Turkey and me? Earlier this week, I mentioned this should be the case and that some models were wrong. On Monday, I...
Why Natural Gas Prices Got Over-Hyped & Coffee Prices Keep Rallying
In this report: Why have natural gas prices fallen again? Why have coffee prices soared again? Revisiting corn prices during La Niña events Have a happy Thanksgiving, If I do not issue a report by then, I will have a video by Sunday evening EST...
Roll Baby Roll: Adjusting Long-Term Bearish Coffee Positions in Options & Natural Gas and Coffee Spiders
In this report: WeatherWealth Trade Ideas Rolling options in commodity trading Sugar market remains in bearish trend, but bullish factors remain Natural Gas , Coffee & Sugar BestWeather Spiders Weather Wealth Trade Ideas (click here) I discuss...
Have Cocoa Prices Bottomed? Preview Of My Monday Commodity Video On Natural Gas, Coffee, Sugar & Corn
6:45 AM EST, Thursday November 20th The reasons for the cocoa price collapse Since September , I discussed that A) Demand was being hurt by the high cocoa prices; B) A good mix of Fall rains and sunshine suggest great new pods on West African cocoa...
Cross Polar-Flow to Bring Coldest Early December Outlook for US Natural Gas Demand Areas in Two Decades
12:15 PM, Tuesday, EST Highest confidence trades Short coffee longer-term as I have been saying for three months Long natural gas as the 30 cent break this week on warm mid-late November weather I predicted may be built into prices Weather pattern...
Could La Niña End the Bear Market in Corn? A Potential Brutally Cold December & Coffee Tariff Trickery
November 17th In This Report: Introduction: Corn price action during La Niña events, coffee tariffs still in place & early winter outlook December-February South American rainfall and temperature trends during La Niña events South American...
Why coffee prices have seen the highs: Our bearish longer-term attitude has held
For four months, I have been preaching that we would go into a longer-term bear market in coffee. I have suggested that global coffee production will improve heading into 2026 and that eventually prices could hit $3 next year. It was really the...
La Niña, Coffee Price Trends & Weather Spider Trade Sentiment
4 a.m. EST, Thursday Reports next week A look at La Niña and corn price action My follow-up video addresses complex weather forecast techniques for the winter, regarding the natural gas market Introduction: Yeah, a bit "tongue in cheek” since we...


























