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Commodity Compass Weekly

Jennifer Pickerel
Gold
Silver
Oil
Copper
Natural Gas
Platinum
Palladium
Precious Metals
Uranium
Soybeans
Crude Oil
Cattle
Agriculture
Corn
Iran
China
Grains
OPEC
Wheat
Commodities Market

Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights... more

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Latest Episodes

The Federal Reserve held rates again this week — and it was the press conference, not the decision, that moved markets, driving long-term Treasury yields to their highest since 2007. Halfway around the world, Japan stepped into the currency market to... more

The escalation in the Middle East did not pause this week — it expanded. Iran and the United States continue to apply military pressure throughout the Gulf, and the Houthis appear to have opened a second front, with activity threatening Saudi shippin... more

Two macro forces defined the week. Iran and the United States escalated military pressure throughout the Gulf. The ceasefire that markets spent six weeks pricing in showed new cracks, and oil reversed its entire recent descent in a single week. And o... more

This week delivered a stark reminder that the Hormuz saga is not over. Two days of direct US-Iran clashes mid-week threatened to unravel the ceasefire that markets have been pricing in for the past six weeks. Bloomberg reported Thursday that peace ta... more

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Recent Guests

Tera Hutton
Mining investor platform founder/leader
Tera Hutton (mining investor platform)
Episode: Commodity Compass - 8/1 - Tin Remains a Standout in the Commodity Trade
Scott North
Analyst, Cameo Capital
Cameo Capital
Episode: Commodity Compass - 8/1 - Tin Remains a Standout in the Commodity Trade
Michael Gentile
Commentator on gold and macro debt/rate environment
Mining Stock Daily
Episode: Commodity Compass - 7/19 - Brent Crude Has Strong Week to the Upside, Cattle Markets Potentially Show Signs of Topping
Jeff Curry
Oil market analyst
Oil Ground Up
Episode: Commodity Compass - 7/19 - Brent Crude Has Strong Week to the Upside, Cattle Markets Potentially Show Signs of Topping
Brian Beil
Market commentator on AI impact on copper and energy storage
PowerCurrent
Episode: Commodity Compass - 7/19 - Brent Crude Has Strong Week to the Upside, Cattle Markets Potentially Show Signs of Topping
Greg Brew
Analyst providing deeper insight into Hormuz and Iran strategy
Oil Ground Up
Episode: Commodity Compass - 7/10 - The Unraveling Ceasefire Boosts Most Commodities this Week
Tom Grassoffi
From Ag Bowl Media, discussing agriculture and grain markets
Ag Bowl Media/Ag Bowl Trading
Episode: Commodity Compass - 7/10 - The Unraveling Ceasefire Boosts Most Commodities this Week
David Hunter
Contrarian investor discussing gold and silver price paths to 2030
Mining Stock Daily
Episode: Commodity Compass - 7/2 - Oil Continues to Fall Ahead of US Holiday Weekend
Ari Sussman
Executive Chair of Collective Mining
Collective Mining
Episode: Commodity Compass - 6/26 - The Trump Administration Makes Another Investment into Nuclear Energy

Hosts

Jennifer Pickerel
Host of Commodity Compass Weekly
Tom Grosafi
Guest Analyst on Ag markets segment; agriculture market expert featured across episodes

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Commodity Compass – 11/01 – Uranium Receives Headline Boost while China Returns to the US Soy Bean Market
Q: Is the United States of America a better jurisdiction for mining now than it was a year or two ago?
Geology remains favorable, and there are more opportunities for discovering resources in previously unexplored areas.
Commodity Compass - 9/26 - Platinum and Palladium Outperform, Lean Hogs find a Friday Surge
Q: Can you share a longer term outlook for us?
Dana discusses the bullish outlook for gold and equities, particularly mentioning that the price of gold is probably more extended than the equities.

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Frequently Asked Questions About Commodity Compass Weekly

What is Commodity Compass Weekly about and what kind of topics does it cover?

A concise weekly briefing on commodity markets that blends macro drivers with sector-specific updates across energy, metals, and agriculture. Episodes routinely pair broad market context—geopolitics, supply dynamics, inflation signals, and policy headlines—with granular, practical takeaways from industry guests. A standout feature is the emphasis on data-driven narratives in mining and real-world market commentary from agriculture traders, which helps listeners connect global trends to investable opportunities and hedging strategies. The format tends to balance tactical trading notes with longer-term industry context, making it useful for traders, risk managers, investors, and producers seeking timely, actionable insights.

Noteworthy is th... more

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Which podcasts are similar to Commodity Compass Weekly?

These podcasts share a similar audience with Commodity Compass Weekly:

1. Oil Ground Up
2. Mining Stock Education
3. Commodity Culture
4. Mining Stock Daily
5. Sprott Money News

How many episodes of Commodity Compass Weekly are there?

Commodity Compass Weekly launched a year ago and published 64 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Commodity Compass Weekly?

Recent guests on Commodity Compass Weekly include:

1. Tera Hutton
2. Scott North
3. Michael Gentile
4. Jeff Curry
5. Brian Beil
6. Greg Brew
7. Tom Grassoffi
8. David Hunter

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