MeasuredCMD / 01
Gold
Metal proxy, physical trusts and producer equities. The existing six-component signal remains a separate review.
Open saved comparison ↗CMD / Commodity research
A working map of
real assets.
A starting point for commodity dashboards: what we have measured, what is ready for review, and what still needs a credible benchmark.
Reading rule
Each page separates the commodity benchmark, instruments, producer exposure and the system that trades it. A proxy comparison is not an approved allocation.
Working library · 20260920 evidence
01 measured02 source-frozen03 next04 research-only
01 / Coverage
Start with what
can be checked.
The first shelf keeps the existing work visible. The queue then adds commodities only when the benchmark and the economic question are clear.
MeasuredCMD / 02
Copper
Benchmark, ETC, CPER, COPX and a producer basket, with daily and weekly beta kept distinct.
Open saved comparison ↗MeasuredCMD / 03
Nickel & tin
Measured producer comparisons with explicit source-quality qualifications and separate histories.
Open nickel view ↗Open tin view ↗MeasuredCMD / 04
Platinum
Physical proxy and producer comparison, with the producer basket kept distinct from metal tracking.
Open saved comparison ↗Source-frozenCMD / 05
Aluminium, palladium, lead & silver
Universes and source decisions are frozen; publication and risk review are the next steps.
Open coverage map ↗System shelfCMD / 06
Commodity relative value
Coal/WTI, gas/coal, RBOB/gasoline, cocoa/coffee, silver/gold, corn/soy, rice/wheat and sugar/corn.
Open signal map ↗02 / Queue
The next useful
questions.
Luna's proposed order keeps the queue tied to data quality and investable questions, rather than collecting exotic names.
01
Next dashboard
Uranium
Build a monthly benchmark and fundamentals view. Keep physical trust exposure separate from producer equities; monthly data does not support daily beta.
Data postureExisting monthly referencesUSGS source ↗
02
Repair first
Lithium
Repair the stale benchmark, then separate carbonate, hydroxide and spodumene before comparing instruments.
Data postureOld series ends 20230125USGS source ↗
03
Find benchmark
Cobalt
Find a current product-price history and distinguish cobalt metal from hydroxide and co-product exposure.
Data postureFundamentals firstUSGS source ↗
04
Strategic screen
NdPr / rare earths
Start with supply, production and company exposure. Do not imply a clean price beta until a separated-oxide history exists.
Data postureAnnual and company evidenceUSGS source ↗
05
Copper-adjacent
Molybdenum
Useful as a co-product and copper-adjacent study, but only after a proper metal-product benchmark is found.
Data postureBenchmark unresolvedUSGS source ↗
03 / Page template
Every dashboard
answers four things.
- 01
Benchmark
What is the price, product definition, unit, frequency and source?
- 02
Instruments
Which trusts, ETCs, futures or other instruments actually express it?
- 03
Producers
Which companies have exposure, and how much is metal beta versus equity risk?
- 04
System
What signal trades it, what is the risk, and what remains unverified?