This was the week the Iran war moved from a supply shock to something closer to an existential market event. Four things happened, and every one of them lands on Monday. April 6th is shaping up to be one of the more consequential market opens in recent memory.
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Commodity Compass - 5/1 - Grains Head Higher on Fertilizer Squeeze; UAE Leave OPEC+
Commodity Compass - 4/24 - Brent Heads Above $100 Once Again; Concerns in Wheat Country
Commodity Compass - 4/18 - The Week that Was Not
Commodity Compass - 4/10 - Commodity Trades the Week in Two Acts
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