MGLens As of 18 Sept 2026

Commodities

full lens

Commodities moved on several fronts. Oil futures roll drag went from +1.5pt to +6.2pt, 6.7 times its normal pace. The broad commodity ETF eased to +7.1% on the month (from +10.1%).

6.7× its usual move

Oil futures roll drag went from +1.5pt to +6.2pt, 6.7 times its normal pace. Wheat futures roll drag went from -0.6pt to -2.8pt.

What does it cost to hold commodity exposure over time?
Yahoo Financeunavailable

3.2× its usual move

Crude (USO) eased to +17.5% on the month (from +21.7%), 3.2 times its normal pace.

Where is ETF money moving in commodities?
Yahoo Financeunavailable

2.7× its usual move

Oil realized vol moved from +38.3% to +47.6%, 2.7 times its normal pace. Crude moved from +20.2% to +11.3%.

How tight is the physical energy market right now?
Yahoo Financeunavailable

2.5× its usual move

The broad commodity ETF eased to +7.1% on the month (from +10.1%).

How is the broad commodity basket trading?
Yahoo Financeunavailable

1.8× its usual move

Copper moved from $6.5 to $6.7. Copper realized vol moved from +23.6% to +26.4%.

Where do gold, silver and copper stand right now?
Yahoo Financeunavailable

Descriptive research, not investment advice