Weekly market reports on European natural gas and oil covering prices, storage, LNG flows, supply and major news. Readers get data-heavy snapshots with short interpretations of what each move means for supply and prices.
Website: https://www.lodestarcommodities.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.
A hedge fund macro writer shares views on the AI trade, CoreWeave, commodities and bond yields, and explains his framework for short selling. Readers get a practitioner's reasoning about market positioning, supply and demand cycles, and risk.
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.
Macro research covering rates, FX, commodities and central banks, with market calls dated ahead of the data and scored publicly afterwards. Issues combine week-ahead calendars with detailed post-event analysis of releases such as US CPI and Fed chair remarks.
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