(Commodities Weekly) Commodities Are Soaring in 2025: Watch This Chart for What's Next 📈

The commodity bears are going into hibernation.

Today was the best day in years for commodities relative to stocks and bonds. 

Inflation expectations are hitting a fresh 30-month high, with crude oil's price breaking out to 10-week highs.

We think this is the beginning of a much longer period of commodity outperformance.

A few weeks ago, we told you a big move in the energy markets was coming. We think this recent price action has marked the beginning of that move.

In addition, we outlined why we're buying copper futures last week, and so far, that trade has been a home run.

What's next?

We think aluminum futures are up next. 

China is the world's largest consumer and accounts for over 50% of global aluminum consumption, similar to the copper market.

Moreover, we love how aluminum futures have shaped up:

Aluminum futures have carved out a textbook accumulation pattern and look poised to resolve higher any day.

This is in the context of a historic uptrend: the lightweight metal rallied over 150% from 2020-2022.

While this trade isn't for us (not enough liquidity), the information it provides is invaluable. 

If our copper position is going to work, we want to see its peers catch a bid as well.

We're monitoring aluminum futures for a close above 2,700, which would mark the beginning of a brand-new uptrend.

Are you buying base and industrial metals with us? Let us know what you think.

Commodities Weekly: Trade of the Week 📈

Today, we're outlining EQT Inc. $EQT, the $28B natural gas exploration and production company.

It's the largest natural gas producer in the United States and stands to benefit from rising natural gas prices.

The stock rallied over 1,000% from 2020 to 2022, and we're betting it's on the cusp of resuming the primary uptrend.

Here's how we're trading $EQT: 👇