Introduction to Commodities Investing
Become a more intelligent investor by understanding the fundamentals of this fascinating market.
Module 5.1. Extended Research & Specialist Sources
Go Beyond the Basics to Uncover Deeper Insights, Specialist Data, and Unique Perspectives on Commodities
Institutional & Technical Reports
Sources that provide official data, regulatory positioning, and macroeconomic analysis.
CFTC – Commitments of Traders Report – Weekly positioning data for futures markets by trader category
www.cftc.gov
IMF – Commodity Prices – Global commodity pricing data and long-term macroeconomic trend analysis
www.imf.org/en/Research/commodity-prices
Statista – Commodities Section – Charts, historical data, and visual summaries of commodity market trends
https://www.statista.com/outlook/fmo/commodities/worldwide
Specialist or Industry-Specific Sources
Focused reports and insights related to specific commodities, sectors, or themes.
BP Energy Outlook – Long-term forecasts and scenario planning for global energy supply and demand
www.bp.com/en/global/corporate/energy-economics.html
ICO – Coffee Market Reports – Global data on coffee production, trade, pricing, and policy from the International Coffee Organization
www.ico.org
In Gold We Trust Report – Deep annual analysis of gold, inflation, and monetary policy themes
https://ingoldwetrust.report
Oil & Gas Journal – Industry updates, technological developments, and trends in the petroleum sector
www.ogj.com
S&P Global Platts – Professional-grade pricing, forecasts, and analytics for energy, metals, and agriculture
www.spglobal.com/platts
USGS – Mineral Commodity Summaries – Authoritative data on mineral production, reserves, and global supply chains
www.usgs.gov
Additional Insights
Commentary, strategy, and investment views from respected firms, analysts, or independent voices.
Barron’s – Financial publication with market insights and occasional commodities coverage
www.barrons.com
Doomberg – Independent analysis focused on energy, commodities, and geopolitical strategy
https://newsletter.doomberg.com/
Goehring & Rozencwajg – Natural resources investment firm producing long-cycle commodity research
www.gorozen.com
Macro Voices – Podcast offering macroeconomic interviews and insights relevant to serious investors
www.macrovoices.com
Seeking Alpha – Platform for investor-generated commentary and commodity stock analysis
https://seekingalpha.com
Visual Capitalist – Data-rich infographics and explainers on macro, energy, and commodity themes
www.visualcapitalist.com