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Commodity Compass Weekly

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

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

This week brought the most substantive Iran deal developments since the conflict began. Axios, which hasbeen the primary source of White House leak intelligence throughout the Hormuz crisis, published a detailed walkthrough of the MOU text on Thursda... more

Friday's May employment report landed above expectations across the board — stronger job creation, a tight unemployment rate, and wage growth that gives the Federal Reserve no reason to move toward rate cuts. The reaction was immediate: yields rose s... more

This week's defining event arrived not from the strait but from the negotiating table. Reports of a U.S.-Iran memorandum of understanding on a framework for talks set off the mostsignificant single-week oil price decline since this crisis began — WTI... more

Three supertankers carrying an estimated six million barrels of crude transited the Strait of Hormuz this week — cargos bound for Japan and China, the first to move through the strait since the conflict began. Japan, whose crude imports from the Midd... more

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Recent Guests

Tommy Grassoffi
AgBull Media, AgBull Trading
AgBull Media
Episode: Commodity Compass - 6/5 - Friday's Economic Data Punishes Investors and Commodities
Tomas Nadrowski
Analyst discussing stockpile strategy and long-term supply
Power Current Podcast guest
Episode: Commodity Compass - 5/29 - A Memorandum of Misunderstanding Defines Energy Markets
Zach Abraham
Founder/Portfolio manager, Bulwark Capital
Bulwark Capital
Episode: Commodity Compass - 5/16 - The Move in Bond Yields Brought Volatility to Commodities
Peter Bookvar
Chief investment officer/analyst
The Bookvar Group
Episode: Commodity Compass - 5/16 - The Move in Bond Yields Brought Volatility to Commodities
Tara Hutton
Mining investor platform founder, Sweden-based
Tara Hutton (Mining data platform)
Episode: Commodity Compass - 5/9 - Equity Markets Brush Off Rising Commodity Supply Risks
Martin Tureen
Executive at FPX Nickel
FPX Nickel
Episode: Commodity Compass - 5/9 - Equity Markets Brush Off Rising Commodity Supply Risks
Chris Temple
Analyst, commentator
Mining Stock Daily
Episode: Commodity Compass - 5/9 - Equity Markets Brush Off Rising Commodity Supply Risks
Terra Hutton
Sweden-based mining investor platform founder
Terra Hutton
Episode: Commodity Compass - 4/24 - Brent Heads Above $100 Once Again; Concerns in Wheat Country
Kareem Fawaz
Guest on Oil Ground Up Podcast
Oil & Energy media
Episode: Commodity Compass - 4/3 - Historic Inversion with Brent and WTI

Hosts

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

Chart Rankings

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Talking Points

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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. Mining Stock Daily
2. Oil Ground Up
3. Commodity Culture
4. Mining Stock Education
5. The HC Commodities Podcast

How many episodes of Commodity Compass Weekly are there?

Commodity Compass Weekly launched a year ago and published 57 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. Tommy Grassoffi
2. Tomas Nadrowski
3. Zach Abraham
4. Peter Bookvar
5. Tara Hutton
6. Martin Tureen
7. Chris Temple
8. Terra Hutton

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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