1-1 Crack Spread
EnergyMargin
Single product crack
Source: Public
2025 mixed performance
IndustryMulti
2025 mixed - half up half down
Source: Oxford
5th yr structural deficit
SilverLong
Silver 5th consecutive yr structural deficit
Source: IG
API Inventory Trade
EnergyNews
Trade Tue API inventory release
Source: API
AUD / Iron Ore
SpreadMacro
Trade AUD with iron ore
Source: Public
Agnico Eagle AEM
GoldLong
Agnico Eagle AEM Canadian gold
Source: encyclopedia
Agriculture -2% 2026
IndustryShort
Agriculture price index -2% 2026
Source: WB
Aluminum +12.5% 2025
Industrial MetalsLong
Aluminum +12.5% 2025
Source: Aberdeen
Aluminum LME Spread
MetalsCurve
Trade LME aluminum cash-3M spread
Source: LME
BHP Group iron ore
Industrial MetalsLong
BHP Group BHP largest miner
Source: encyclopedia
BNO US Brent Oil
Crude OilMulti
US Brent Oil Fund BNO
Source: encyclopedia
BOIL ProShares 2x Natgas Bull
Natural GasMulti
ProShares BOIL 2x Ultra Natural Gas
Source: encyclopedia
Barrick Gold GOLD #2
GoldLong
Barrick Gold GOLD #2 gold miner
Source: encyclopedia
Bear Calendar Spread (New vs Old)
SpreadSpread
Short old crop long new crop
Source: Public
Beverages -7% 2026
IndustryShort
Beverages -7% 2026 expansion supply
Source: WB
Brazilian Real / Soybean Spread
SpreadMacro
Trade BRL vs soybean correlation
Source: Public
Brent Sea benchmark
Crude OilMulti
Brent North Sea global benchmark
Source: encyclopedia
Brent above $110 H2 2025
IndustryLong
Brent crude above $110 H2 2025 war
Source: JPM
Brent-Dubai EFS Spread
SpecificSpread
Trade Brent vs Dubai/Oman differential
Source: Public
Brent-WTI Spread
EnergySpread
Trade Brent-WTI spread
Source: Public
Bull Calendar Spread (Old vs New Crop)
SpreadSpread
Long old crop short new crop on tightness
Source: Public
Buy Corn at Harvest Low
GrainsSeasonal
Buy corn around Oct after harvest pressure
Source: Sharpnel
Buy Soybeans Pre-Planting
GrainsSeasonal
Long soybeans before planting season
Source: MRCI
COMT iShares Commodities Select
Broad ETFsMulti
iShares COMT Commodities Select Strategy
Source: encyclopedia
COPX Global X Copper Miners
Industrial MetalsLong
Global X COPX Copper Miners
Source: encyclopedia
CORN Teucrium Corn
AgriculturalMulti
Teucrium CORN Corn fund
Source: encyclopedia
COT Commercial Hedger Extreme
COTPositioning
Reverse-trade extreme commercial COT positioning
Source: Larry Williams
COT Specs Extreme
COTPositioning
Counter-trade extreme spec positioning
Source: Public
CPER US Copper Index Fund
Industrial MetalsLong
US Copper Index Fund CPER
Source: encyclopedia
CTA Multi-Commodity Trend
TrendTrend
Systematic trend across all commodities
Source: CTAs
Cattle Crush Spread
LivestockMargin
Long live cattle short feeder+corn
Source: CME
Cattle Cycle (10-year)
CycleCycle
Trade 10-year cattle cycle
Source: Public
Cattle Spring Grass Demand
LivestockSeasonal
Long live cattle on spring placement cycle
Source: MRCI
Cattle on Feed Report
LivestockNews
Trade monthly Cattle on Feed report
Source: USDA
Cattle-Hog Ratio
LivestockSpread
Trade ratio between cattle and hogs
Source: Public
Central bank buying 2x pre-2020
GoldLong
CB gold purchases 2x+ pre-2020 levels
Source: Morgan
Cocoa Tree Cycle
CycleCycle
Trade tree planting/aging cycle
Source: Public
Cocoa Weather (West Africa)
SoftsSeasonal
Long cocoa on Ivory Coast weather risk
Source: Public
Cocoa volatile 2024-25
AgriculturalMulti
Cocoa supply tight 2024-25
Source: WB
Coffee Arabica vs Robusta Spread
SpecificSpread
Trade Arabica vs Robusta spread
Source: ICE
Coffee Brazil Frost Trade
SoftsSeasonal
Long coffee on Brazil frost risk
Source: Public
Coffee improving 2025
AgriculturalMulti
Coffee improving supply weather 2025
Source: WB
Cold Storage Report Trade
LivestockNews
Trade USDA cold storage data
Source: USDA
Commodity Long Straddle (USDA)
VolatilityVolatility
Long straddle pre-WASDE
Source: Public
Commodity Super-Cycle
CycleCycle
Long commodities at super-cycle troughs
Source: Public
Commodity Volatility Carry
SpecificVol
Sell front vol buy back vol
Source: Public
Commodity prices +16% 2026 forecast
IndustryLong
World Bank: commodity prices +16% 2026
Source: WB
Copper +28.8% 2025
Industrial MetalsLong
Copper +28.8% 2025
Source: Aberdeen
Copper Spring Construction
MetalsSeasonal
Long copper into spring construction
Source: Public
Copper-Gold Ratio (Macro)
MetalsMacro
Risk-on when copper outperforms gold
Source: Public
Corn -5% Wheat -3.7% 2025
AgriculturalShort
Corn -5% Wheat -3.7% 2025
Source: Aberdeen
Corn Crush Spread
GrainsMargin
Long ethanol short corn or reverse
Source: Energy/Ag
Cotton Planting Cycle
SoftsSeasonal
Long cotton into planting
Source: Public
Crack Spread (3-2-1)
EnergyMargin
3 crude vs 2 RBOB + 1 HO
Source: Public
Crop Progress Report Trade
GrainsNews
Trade weekly USDA crop progress
Source: USDA
Cross-Sectional Commodity Momentum
TrendFactor
Long top winners short bottom losers
Source: Quant
Crude Backwardation Trade
EnergyCurve
Long backwardated crude curve for positive roll
Source: Public
Crude Contango Trade
EnergyCurve
Long crude near short far in contango (storage play)
Source: Public
Crude Oil EIA Inventory Trade
EnergyNews
Trade Wed 10:30 EIA inventory release
Source: EIA
Crude Oil Summer Driving Season
EnergySeasonal
Long crude into summer demand
Source: Public
Crude Options Skew
VolatilitySkew
Trade crude put skew
Source: Public
DBA Invesco DB Agriculture
AgriculturalMulti
Invesco DBA Agriculture
Source: encyclopedia
DBC Invesco DB Commodity
Broad ETFsMulti
Invesco DBC DB Commodity Index
Source: encyclopedia
DJP iPath Bloomberg Comm
Broad ETFsMulti
iPath DJP Bloomberg Commodity
Source: encyclopedia
Dark Spread
EnergyMargin
Power vs coal
Source: Public
Diversifier vs equities
StrategyLong
Commodities portfolio diversifier vs equities
Source: Morgan
Drought Index Trade (PDSI)
NewsWeather
Use Palmer Drought Severity Index
Source: Public
Drought Monitor Trade
NewsWeather
Long grains on US Drought Monitor expansion
Source: Public
EU natgas -11% 2026 -9% 2027
Natural GasShort
EU natgas -11% 2026 -9% 2027
Source: WB
El Nino Soybean Trade
GrainsMacro
Trade soybeans on El Nino impact
Source: Public
Energy prices +24% 2026
IndustryLong
Energy prices +24% 2026 forecast
Source: WB
Export Sales Report Trade
GrainsNews
Trade weekly USDA export sales
Source: USDA
Feeder-Live Cattle Spread
LivestockSpread
Trade feeder vs live cattle
Source: Public
Fertilizer +14% Q latest
IndustryLong
Fertilizer +14% q-on-q (5 consec)
Source: WB
First Majestic Silver AG
SilverLong
First Majestic Silver AG
Source: encyclopedia
Franco-Nevada FNV royalty
GoldLong
Franco-Nevada FNV gold royalty
Source: encyclopedia
Freeport-McMoRan FCX
Industrial MetalsLong
Freeport-McMoRan FCX largest US copper
Source: encyclopedia
GDX VanEck Gold Miners
GoldLong
VanEck GDX Gold Miners
Source: encyclopedia
GDXJ VanEck Junior Gold Miners
GoldLong
VanEck GDXJ Junior Gold Miners
Source: encyclopedia
GLD SPDR Gold Trust
GoldLong
SPDR GLD Gold Trust largest gold ETF
Source: encyclopedia
GLDM SPDR Mini Gold
GoldLong
SPDR GLDM Mini Gold MIni shares
Source: encyclopedia
GSCI / BCOM Tracker
SpecificIndex
Track GSCI or Bloomberg commodity index
Source: Public
GSG iShares S&P GSCI
Broad ETFsMulti
iShares GSG GSCI Commodity
Source: encyclopedia
GUSH Direxion 2x Bull O&G
Crude OilMulti
Direxion GUSH 2x Bull Oil & Gas E&P
Source: encyclopedia
Geopolitical Oil Risk
NewsNews
Long crude on geopolitical headlines
Source: Public
Gold $4500-4700 2026 banks
GoldLong
Banks gold $4500-4700 2026 forecast
Source: IG
Gold $4753/oz JPM 2026 target
GoldLong
JPM gold $4753/oz 2026 average
Source: JPM
Gold $5000 upside 2026
GoldLong
Gold $5000 upside potential 2026
Source: IG
Gold +59.7% 2025
GoldLong
Gold +59.7% 2025 standout
Source: Aberdeen
Gold -10% from war start
GoldMulti
Gold -10% since war Feb-May 2026
Source: TE
Gold Chinese New Year
MetalsSeasonal
Long gold into Chinese New Year
Source: Public
Gold Indian Wedding Season
MetalsSeasonal
Long gold into Indian wedding/Diwali season
Source: Public
Gold Real Yields Trade
MetalsMacro
Long gold when real yields fall
Source: Public
Gold Vol Selling
VolatilityPremium
Sell vol in gold ranges
Source: Public
Gold above $4720 May 8 2026
GoldLong
Gold above $4720 weekly gain May 2026
Source: TE
Gold real yields inverse
GoldMulti
Gold inverse real yields
Source: Morgan
Gold-Platinum Ratio
MetalsSpread
Long platinum at extreme gold/platinum ratio
Source: Public
Gold-Silver Ratio
MetalsSpread
Trade ratio between gold and silver
Source: Public
Hard Wheat vs Soft Wheat Spread
SpecificSpread
KC vs Chicago wheat spread
Source: CME
Heating Oil Winter Premium
EnergySeasonal
Long HO into winter
Source: Public
Hecla Mining HL
SilverLong
Hecla Mining HL US silver pure play
Source: encyclopedia
Hog Crush Spread
LivestockMargin
Long hogs short corn+meal
Source: Public
Hog Cycle (4-year)
CycleCycle
Trade 4-year hog cycle
Source: Cobweb model
Hog Summer Demand
LivestockSeasonal
Long hogs into summer grilling demand
Source: MRCI
Hogs and Pigs Report
LivestockNews
Trade quarterly Hogs and Pigs report
Source: USDA
Hurricane Season Energy Premium
EnergySeasonal
Long energy on Gulf hurricane risk
Source: Public
IAU iShares Gold Trust
GoldLong
iShares IAU Gold Trust low-fee
Source: encyclopedia
IEO iShares US Oil & Gas E&P
Crude OilMulti
iShares IEO US Oil & Gas E&P
Source: encyclopedia
Industrial demand solar EV
SilverLong
Silver industrial demand solar/EV/electronics
Source: IG
Inter-Crop Substitution Spread
SpreadSpread
Trade corn vs wheat substitution
Source: Public
Iran Sanctions Trade
NewsNews
Trade crude on Iran sanctions news
Source: Public
Iron Ore China Demand
MetalsMacro
Trade iron ore on China property/construction data
Source: SGX
JJC iPath Copper
Industrial MetalsLong
iPath JJC Copper
Source: encyclopedia
JO iPath Bloomberg Coffee
AgriculturalMulti
iPath JO Coffee
Source: encyclopedia
JPM 2026 Brent $58 forecast
IndustryMulti
JPM Brent crude average $58/bbl 2026
Source: JPM
JPM 28.75 EUR/MWh natgas 2026
Natural GasMulti
JPM EU natgas 28.75 EUR/MWh 2026
Source: JPM
JPM wheat $5.65 bushel 2026
AgriculturalMulti
JPM wheat $5.65/bu avg 2026
Source: JPM
KOLD ProShares 2x Inverse Natgas
Natural GasMulti
ProShares KOLD 2x Inverse Natural Gas
Source: encyclopedia
Kondratiev Cycle Commodity
CycleCycle
Trade Kondratiev super-cycle
Source: Public
La Nina Wheat Trade
GrainsMacro
Long wheat in La Nina drought years
Source: Public
Lithium Spot vs Futures
MetalsMacro
Trade lithium on EV demand cycles
Source: Public
Lumber Housing Starts Trade
SoftsMacro
Trade lumber on housing starts
Source: Public
NIB iPath Bloomberg Cocoa
AgriculturalMulti
iPath NIB Cocoa
Source: encyclopedia
NOAA Forecast Trade
NewsWeather
Trade energy on NOAA winter/summer forecast
Source: Public
Natural Gas Vol Selling
VolatilityPremium
Sell vol in natgas range
Source: Public
Natural Gas Winter Demand
EnergySeasonal
Long natgas into winter
Source: Public
Negative Roll (Contango Short)
CarryCarry
Short contango commodities
Source: Erb-Harvey
Newmont NEM #1 gold miner
GoldLong
Newmont NEM #1 gold miner globally
Source: encyclopedia
Nickel -3.1% 2025
Industrial MetalsMulti
Nickel -3.1% 2025
Source: Aberdeen
Nickel LME Squeeze Risk
MetalsRisk
Cap risk in nickel after 2022 LME squeeze
Source: Public
Non-OPEC supply 3x demand
Crude OilShort
Non-OPEC supply growth 3x demand growth
Source: IG
OPEC+ Decision Trade
EnergyNews
Trade OPEC+ meeting decisions
Source: Public
OPEC+ unwinding cuts
IndustryShort
OPEC+ gradually unwinding production cuts
Source: Oxford
Old Crop / New Crop Roll
GrainsCurve
Trade old crop vs new crop spread
Source: Public
Orange Juice Florida Freeze
SoftsSeasonal
Long OJ on Florida freeze
Source: Public
PALL Aberdeen Palladium
Other PreciousMulti
Aberdeen PALL Palladium
Source: encyclopedia
PDBC Invesco Optimum Yield
Broad ETFsMulti
Invesco PDBC Optimum Yield Diversified
Source: encyclopedia
PPLT Aberdeen Platinum
Other PreciousMulti
Aberdeen PPLT Platinum
Source: encyclopedia
Pan American Silver PAAS
SilverLong
Pan American Silver PAAS
Source: encyclopedia
Platinum group PGM
Other PreciousMulti
Platinum group metals PGM
Source: encyclopedia
Platinum-Palladium Spread
MetalsSpread
Trade Pt/Pd ratio on auto cycles
Source: Public
Precious metals +5% 2026
IndustryLong
Precious metals +5% 2026 (after +40% 2025)
Source: WB
RBOB Gasoline Summer Premium
EnergySeasonal
Long RBOB into summer
Source: Public
Rio Tinto RIO
Industrial MetalsLong
Rio Tinto RIO mining major
Source: encyclopedia
Roll Yield (Backwardation Long)
CarryCarry
Long backwardated commodities
Source: Erb-Harvey
Roll yield contango/backwardation
StrategyMulti
Roll yield in contango/backwardation
Source: encyclopedia
Roll-Adjusted Index Investing (DBC/USCI)
SpecificIndex
Hold roll-optimized commodity index
Source: Goldman/Bloomberg
Rubber Thailand Production
SoftsSeasonal
Trade rubber on Thai wintering season
Source: Public
Russia-Ukraine War Premium
NewsNews
Long energy/wheat on war escalation
Source: Public
Russia-Ukraine premium 2026
IndustryLong
Russia-Ukraine geopolitical risk premium
Source: Oxford
SCO ProShares 2x Inverse Crude
Crude OilMulti
ProShares SCO 2x Inverse Crude Oil
Source: encyclopedia
SGG iPath Bloomberg Sugar
AgriculturalMulti
iPath SGG Sugar
Source: encyclopedia
SGOL Aberdeen Physical Gold
GoldLong
Aberdeen SGOL Physical Gold
Source: encyclopedia
SIL Global X Silver Miners
SilverLong
Global X SIL Silver Miners
Source: encyclopedia
SILJ ETFMG Junior Silver Miners
SilverLong
ETFMG SILJ Junior Silver Miners
Source: encyclopedia
SIVR Aberdeen Physical Silver
SilverLong
Aberdeen SIVR Physical Silver
Source: encyclopedia
SLV iShares Silver Trust
SilverLong
iShares SLV Silver Trust
Source: encyclopedia
SLVO Credit Suisse Silver Cov Call
SilverIncome
SLVO Credit Suisse Silver Covered Call
Source: encyclopedia
SOYB Teucrium Soybeans
AgriculturalMulti
Teucrium SOYB Soybeans
Source: encyclopedia
SPGSCI -1.7% 2025 -0.9% 2026
IndustryShort
S&P GSCI forecast -1.7% 2025 -0.9% 2026
Source: Oxford
Sell Wheat at Northern Hemisphere Harvest
GrainsSeasonal
Short wheat into JulyAug harvest
Source: Sharpnel
Silver $56 JPM avg 2026
SilverLong
JPM silver $56/oz avg 2026
Source: JPM
Silver $56-65 banks 2026
SilverLong
Silver banks $56-65 2026 conservative
Source: IG
Silver $72-88 technical 2026
SilverLong
Silver $72-88 technical models 2026
Source: IG
Silver +120% YTD 2025
SilverLong
Silver +120% YTD by end 2025
Source: IG
Silver +93% 2025 standout
SilverLong
Silver +93% 2025 best precious metal
Source: Aberdeen
Silver Industrial vs Investment
MetalsMacro
Trade silver on industrial vs investment demand
Source: Public
South American Weather Trade
GrainsSeasonal
Long beans on Brazil/Argentina drought risk
Source: Public
Southern Copper SCCO
Industrial MetalsLong
Southern Copper SCCO
Source: encyclopedia
Soy oil +30.1% 2025
AgriculturalLong
Soybean oil +30.1% 2025
Source: Aberdeen
Soybean July-Aug Weather Premium
GrainsSeasonal
Long soybeans into Jul-Aug pod-fill weather
Source: MRCI
Soybean-Corn Spread
GrainsSpread
Trade soybean/corn ratio (acreage decisions)
Source: MRCI
Soybeans +13.9% 2025
AgriculturalLong
Soybeans +13.9% 2025
Source: Aberdeen
Spark Spread
EnergyMargin
Power vs natgas
Source: Public
Specs vs Hedgers Divergence
COTPositioning
Trade divergence between specs and hedgers
Source: Public
Steel Rebar (China)
MetalsMacro
Trade Shanghai rebar on China demand
Source: SHFE
Stocks-to-Use Ratio
GrainsFundamental
Long when stocks-to-use ratio low
Source: Public
Stocks-to-use multi-year low
AgriculturalLong
Ag stocks-to-use multi-year lows 2026/27
Source: JPM
Storage Arbitrage (Floating)
EnergyArb
Lease storage (or tanker) and arb forward curve
Source: Banks
Strait of Hormuz Risk
NewsNews
Long crude on Hormuz tension
Source: Public
Strait of Hormuz war 10-week+
IndustryShort
Strait of Hormuz Iran war 10+ weeks
Source: TE
Suez Canal Disruption
NewsNews
Trade energy on Suez disruption
Source: Public
Sugar India/Brazil Cycle
SoftsSeasonal
Trade sugar on Brazil/India production
Source: Public
Time-Series Momentum (12-1m)
TrendTrend
Long sign of 12m return
Source: Moskowitz
UCO ProShares 2x Crude Bull
Crude OilMulti
ProShares UCO 2x Crude Oil Bull
Source: encyclopedia
UNG US Natural Gas Fund
Natural GasMulti
US Natural Gas Fund UNG
Source: encyclopedia
US natgas +60% 2025 +11% 2026
Natural GasLong
US natgas +60% 2025 +11% 2026 forecast
Source: WB
USD / Crude Oil Inverse
SpreadMacro
Trade USD vs crude inverse correlation
Source: Public
USDA Report Trade (WASDE)
GrainsNews
Trade reaction to monthly WASDE
Source: USDA
USO US Oil Fund
Crude OilMulti
US Oil Fund USO WTI exposure
Source: encyclopedia
WCS-WTI Spread (Heavy vs Light)
SpecificSpread
Trade Western Canadian Select differential
Source: Public
WEAT Teucrium Wheat
AgriculturalMulti
Teucrium WEAT Wheat
Source: encyclopedia
WTI $59 average 2026
IndustryMulti
WTI average $59 2026 (IG)
Source: IG
WTI Cushing benchmark
Crude OilMulti
WTI Cushing Oklahoma US benchmark
Source: encyclopedia
Wheat-Corn Spread Seasonal
GrainsSpread
Long wheat short corn Sep-Mar
Source: MRCI
Wheaton Precious Metals WPM
GoldLong
Wheaton WPM streaming royalty
Source: encyclopedia
Williams COT Index
COTPositioning
Use COT index extremes
Source: Larry Williams
XLE Energy Select Sector
Crude OilLong
SPDR XLE Energy Select Sector
Source: encyclopedia
XOP SPDR Oil & Gas E&P
Crude OilMulti
SPDR XOP Oil & Gas E&P
Source: encyclopedia
Zinc +7% Lead +0.8%
Industrial MetalsLong
Zinc +7% Lead +0.8% 2025
Source: Aberdeen
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.