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Commodity Compass Weekly: Daily Summaries Delivered
by Jennifer Pickerel
Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead.Join us every week for a concise and informative update that keeps you connected to the pulse of the global commodity markets.
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- 4 days ago17 min
Commodity Compass - 6/12 - More Peace Deal Optimism Rebounds Metal Markets
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 walkthrough of the MOU text on Thursday night.According to a diplomat from one of the mediating countries, the U.S. and Iran have agreed on language that calls for the Strait of Hormuz to reopen immediately without tolls, with a return to pre-war shipping volumes within 30 days. Iran would receive temporary sanctions waivers allowing it to sell oilfor 60 days, with further relief tied to compliance. The framework would extend the ceasefire for 60 days, during which nuclear negotiations would be held. Four U.S. Air Force C-17 planes departed to Europe on Thursday, positioning fora potential signing ceremony in Geneva. VP Vance may attend.
- 1 weeks ago15 min
Commodity Compass - 6/5 - Friday's Economic Data Punishes Investors and Commodities
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 reaction was immediate: yields rose sharply, the dollar strengthened, and equity and commodity markets sold off hard. The Nasdaqdropped more than four and a half percent on the day. Gold fell over three percent. Silver lost more than eight percent in a single session. This is the rate-sensitivity dynamic that has been hiding underneath a surface-level market rally all year.
- 2 weeks ago15 min
Commodity Compass - 5/29 - A Memorandum of Misunderstanding Defines Energy Markets
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 since this crisis began — WTI broke below one hundred dollars for the first time in weeks and ended the week at $87.76, down more than nine percent. Brent settled at $91.70, down more than eleven percent. The market is pricing in a Hormuz reopening before it has happened. Secretary Rubio played down an imminent deal. President Trump said he would not rush the agreement. The paper price moved on the MOU. The oil in the ground has not moved at all.
- 3 weeks ago14 min
Commodity Compass - 5/22 - EIA Proclaims July as Oil's Red Zone
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, whose crude imports from the Middle East had fallen to their lowest level on record, is now welcoming its first Gulf cargo since the war started. This is not a reopening. Normal Hormuz traffic moves thirteen-plus million barrels per day. Six million barrels across several days is a trickle — notable for the signal it sends, not for the supply relief it provides.
- May 17, 202613 min
Commodity Compass - 5/16 - The Move in Bond Yields Brought Volatility to Commodities
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 recent commodity history. This week, the underlying tension finally resolved — and it resolved violently.
- May 9, 202616 min
Commodity Compass - 5/9 - Equity Markets Brush Off Rising Commodity Supply Risks
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 diverted around the Cape of Good Hope. Not delayed. Zero transits in the past twenty-four hours. The strait that normally moves approximately twenty percent of the world’s seaborne oil — along with disproportionately large shares of LNG, petrochemicals, and refined products — has gone completely dark for commercial shipping.
- May 1, 202616 min
Commodity Compass - 5/1 - Grains Head Higher on Fertilizer Squeeze; UAE Leave OPEC+
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 announced its withdrawal from OPEC and the broader OPEC-plus alliance, effective today, May 1st. The UAE joined the organization in 1967. It has now left. The country produces roughly three and ahalf million barrels per day and represented approximately twelve percent of OPEC’s total output. The stated reason: a sovereign strategic choice to pursue its own production ambitions free of cartel constraints — a tension that hasbeen building for years but was accelerated by the Hormuz crisis and the UAE’s own experience of being attacked by Iran during the conflict. We’ll have more on what this means for oil markets in the energy section.
- Apr 24, 202615 min
Commodity Compass - 4/24 - Brent Heads Above $100 Once Again; Concerns in Wheat Country
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 million barrels — roughly seven days of total global consumption, gone from the market since the conflict began. Iran’s Revolutionary Guard seized two vessels this week, following attacks on three ships in the strait, a sharp escalation that underscored how far the situation is from any practical resolution.
About Commodity Compass Weekly
Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead.Join us every week for a concise and informative update that keeps you connected to the pulse of the global commodity markets.
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