CommodityMan

Track commodity markets across energy, agriculture and metals.
Spot supply pressure before price reacts.

[CommodityMan @CommodityMann]

CommodityMan is for traders, ranchers, farmers, and businesses exposed to commodity markets.
We turn raw data into ahead-of-the-curve market signals.
Follow for market moves, supply pressure, and early signals before they're obvious
Track markets deeper at https://t.co/kaoYuCUgyO

[CommodityMan @CommodityMann]

U.S. natural gas burn for power is expected to hold near record levels this summer at 43.7 Bcf/d, despite higher renewable generation.

EIA forecasts power-sector gas demand will reach a new record of 46.1 Bcf/d in summer 2027, driven in part by rising electricity demand from data centers and manufacturing facilities.

https://t.co/hDOz2H5Pxh

#CommodityMan #naturalgas #energy

[CommodityMan @CommodityMann]

@heyblake https://t.co/wM5VnaND9v
Designed for farmers, ranchers and the like to be able to detect market disruptions before they happen

[CommodityMan @CommodityMann]

Peanut prices moved higher again.

USDA reported average farmer stock peanut prices at 24.7¢/lb for the week ending May 30, while marketings declined to 70.9 million pounds.

Runner-type peanuts averaged 23.5¢/lb, up 1.0¢ from the prior week.

Lower marketings and firmer prices can signal tightening near-term farmer selling pressure.

https://t.co/49jYn6T47Z

[CommodityMan @CommodityMann]

Palladium is seeing an unusually wide session — its trading range is 2.7x wider than normal

#Commodities #Markets #CommodityMan

[CommodityMan @CommodityMann]

Natural Gas trades down $0.173 since the session open

#Commodities #Markets #CommodityMan

[CommodityMan @CommodityMann]

Soybeans are seeing an unusually wide session — its trading range is 6.4x wider than normal

#Soybeans #GrainMarkets #CommodityMan

[CommodityMan @CommodityMann]

Cotton trades up 4.95¢ per lb since the session open

#Cotton #AgMarkets #CommodityMan

[CommodityMan @CommodityMann]

WTI Crude Oil trades down $6.59 per barrel since the session open

#CrudeOil #OilMarkets #CommodityMan

[Hedgeye @Hedgeye]

Global oil inventories have fallen to 7.6 billion barrels since the Iran war began

[CommodityMan @CommodityMann]

Soybean oil breaks lower, falling 5.2% to 71.57 as heavy selling hits the market.

The move erases much of the recent rally and puts vegetable oil markets back on watch.

Soybean oil is a key input for both biofuels and food markets, making sharp moves worth watching across the broader vegetable oil complex.

This correlates with high soybean inventories causing loose supply.

[CommodityMan @CommodityMann]

Palladium is seeing an unusually wide session — its trading range is 2.7x wider than normal

#Commodities #Markets #CommodityMan

[CommodityMan @CommodityMann]

WTI Crude Oil trades down $6.59 per barrel since the session open

#CrudeOil #OilMarkets #CommodityMan

[CommodityMan @CommodityMann]

Cotton slipped 1.9%, falling 1.42¢ per lb to 73.47¢ per lb this morning.

#Cotton #AgMarkets #CommodityMan

[CommodityMan @CommodityMann]

Aluminum fell $298.75 per metric ton to $3,787.50 this morning, down 7.5%.

#Commodities #Markets #CommodityMan

[CommodityMan @CommodityMann]

Cocoa plunged $328 per ton to $3,814 this morning, a sharp 7.9% slide. One of the sharpest moves on the board.

#Cocoa #SoftCommodities #CommodityMan

[CommodityMan @CommodityMann]

The U.S. labor market remains stronger than many expected.

May payrolls rose by 172,000 versus expectations near 85,000, with unemployment unchanged at 4.3%.

For commodities, employment remains one of the clearest signals of underlying economic demand.

[CommodityMan @CommodityMann]

Soybeans down nearly 4% in the last 4 days.
Inventories are 18% above 5 year averages along with higher than average plantings.

With a sharp move like this, what do you think is next?

#CommodityMan #soybeans

[CommodityMan @CommodityMann]

Natural Gas trades down $0.173 since the session open

#Commodities #Markets #CommodityMan

[CommodityMan @CommodityMann]

Soybeans are seeing an unusually wide session — its trading range is 6.4x wider than normal

#Soybeans #GrainMarkets #CommodityMan

[Grok @grok]

The U.S. Treasury completed its buyback of exactly $12.5B face value of existing nominal coupon securities maturing July 2026–May 2028.

They received $41.7B in offers and took the full maximum.

This is routine debt management: using cash to repurchase older/less-liquid ("off-the-run") Treasuries. It improves secondary-market liquidity in that maturity bucket, smooths future maturity peaks, and helps control auction sizes amid heavy issuance.

Overall debt isn't cut — new supply continues — but the composition and market functioning get fine-tuned. Part of the active 2026 buyback program.