ETF provider: ETF Securities

Ticker: OILBP

ISIN: GB00B0CTWC01

Currency: Euro

Exchange: Euronext Parijs

OPEC has yet to decide on an extension of the production limitation. There is doubt whether this will succeed. I have the expectation that OPEC will not allow a further decline in oil prices. A few years ago the OPEC had the idea that one could get rid of the broken shale oil producers with temporary bottom prices. They now know that this does not work. Above 50 Dollars, the shale oil production increase. Because both OPEC and shale oil producers are better off with a higher oil price they will eventually be able to find a balance production with oil prices above 60 Dollars. OPEC members can earn more with higher oil prices but a slightly lower production. More info.

ETF provider: ETF Securities

Ticker: SUGA

ISIN: GB00B15KY658

Currency: Euro

Exchange: Borsa Italiana

I still have the expectation that all commodity prices will rise. The economy is improving everywhere and that will increase the demand for sugar. Inflation also increases everywhere. Rising inflation and higher commodity prices always go together.

ETF provider: ETF Securities

Ticker: WEATP

ISIN: GB00B15KY765

Currency: Euro

Exchange: Euronext Parijs

As with many commodity prices have continued to fall the last 5 years. In 2016, there seems to become a bottom. Inflation is picking up and prices will thus eventually rise. The economy is also getting better so the demand will increase. With natural products, it is always possible that harvesting falter or fail. The weather and plant diseases can all play a decisive role. The growth on the supply side is limited. Too low prices always make sure that farmers are not going to grow much more wheat. The number of possibilities in terms of available fields is not expanding rapidly and certainly not with the current prices. More info...

ETF provider: ETF Securities

Ticker: OILBP

ISIN: GB00B0CTWC01

Currency: Euro

Exchange: Euronext Parijs

A strong drop in oil prices as US stocks rose. It may even go down further. But OPEC will intervene if the decline continues. A price below the 50 dollar remains undesirable and OPEC has the power to raise prices.

ETF provider: ETF Securities

Ticker: COFF

ISIN:  GB00B15KXP72

Currency: Euro

Exchange: Borsa Italiana

Coffee is a luxury drink in many countries. Especially in emerging Asia drinking coffee is more and more popular. Global demand for coffee will continue to increase. However, prices have been very low. As with many commodity prices they are just above the bottom. An accelerating inflation will allow price increases. But coffee is of course a natural product. Harvesting may fail due to the weather.

ETF provider: ETF Securities

Ticker: SUGA

ISIN: GB00B15KY658

Currency: Euro

Exchange: Borsa Italiana

This ETFS Suga ETF has quotations on different exchanges and is known under several ticker symbols. As long as the ISIN number is identical you are dealing with the same ETF.

The prices of most commodities and those of sugar are still low. But inflation is on the rise everywhere. It is not long before all commodities also rise in price. Sugar has yet another advantage. It is in candy and other snacks as well as in soft drinks. If the economy goes better their sales goes up. More and more countries, especially in Asia have to do with prosperity so the demand for sugar will increase hard.

ETF provider: ETF Securities

Ticker: NGASP

ISIN:  GB00B15KY104

Currency: Euro

Exchange: Euronext Parijs

The gas price will temporarily fall hard because people think winter is over. That is an annual recurring event and it always turns out to have a quick impact on gas prices. The gas is like the oil price still at historically low levels. Investments in new gas fields are not or less done. There comes a time when the supply is declining. Finding new gas fields is costly but also time consuming. It remains difficult to predict when supply comes under pressure. But when the first reports come in the natural gas price will shoot up.