SG on X
$SB #sugar looks like it is breaking out of this congestion. Mar27 contract below 👇 https://t.co/QMvIM6m2Ab
Sector
Commodities
Everything our editor has picked under this sector, best first.
39 stories
JabroniCoin.USD on X
Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z
RI(N)sing higher
RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.
Nat Stewart on X
@GardinerIsland $BSM has kinda muffled volatility relatively speaking if you don't mind a K-1, have a pretty good plan to grow production on their land next ~5 yrs (they own royalty interests), systematically hedge ~75% of production.
GRLRF · long Greenland Resources INC
Greenland Resources, a Canadian-listed miner valued near US$140 million, is developing the Malmbjerg molybdenum project in eastern…
EGO · long Eldorado Gold CORP
Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.
CNR · long Core Natural Resources INC
Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
AEM · long Agnico Eagle Mines LTD
RGLD · long Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
United States Oil Fund Lp
United States Oil Fund faces a short case tied to a long-Brent, short-WTI trade as Strait of Hormuz closure risk disrupts oil markets.
ToffCap on X
I'm perfectly fine doing this EVERY quarter $MRX https://t.co/xMuf6mnfZZ https://t.co/Jb4Fy7UUyi
Perpetua Resources CORP
Perpetua Resources (PPTA) is a development-stage gold mining project.
ToffCap on X
If you're in the 'SoH closed / oil higher for longer' camp, just know that it will be a PERFECT environment for the spec chems disributors. And they are just starting to rebound from pretty low levels. $BNR $IMCD $AZE
catechwilliams on X
$ACA Levered roll-up (4x levered) hodgepodge of low-quality cap intensive commodity businesses w struggling end-markets (sub-scale aggregates, building products, ag). Negative organic growth w unrealistic guidance. Forced to sell an asset to avoid covenant breach. 30x P/E
catechwilliams on X
$AVO $CVGW 1) Retailers $CMG, etc sourcing elsewhere given MX tariff risk. 2) Avocado price spike during last year’s peak harvest season enabled distributors to realize outsized margins. 1-time benefit has reversed, significant earnings misses ahead for these commodity businesses
