A Spanish-language newsletter explaining commodities while the author learns them, with dated sources and publicly reviewed predictions. Recent issues cover a long-term gold thesis with stated conviction, a close look at a small oil producer's single-contract risk, and how OPEC+ quota changes differ from actual barrel output.
Website: https://www.invertirycrecer.com/
Doomberg publishes analysis of energy markets, finance and geopolitics, often challenging mainstream media and policy narratives. Readers get opinionated commentary on topics like sanctions, LNG and diesel flows, refining, and dollar hegemony, plus explainer-style pieces on how energy industries work.
Short signal briefs on global food markets covering regulation, crop supply and animal disease, each with a rated signal assessment and sourced evidence. Readers get careful distinctions between forecasts, proposals and enacted rules, plus practical implications for buyers and compliance teams.
An open-source lab newsletter describing agentic AI tools for supply chain operations, with each issue covering a specific system or argument. Readers get design rationale, architecture detail and practical workflows for commodities planning, document checking and AI-driven coordination.
Daily market reports on cocoa, arabica and robusta coffee, and sugar futures, covering settlements, spreads, volumes, open interest and exchange stocks. Readers get data-driven interpretation of near-term price structure with explicit caveats about what the data can and cannot show.
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