Berube Capital's automated commodities intelligence — every major market across all continents, captured every three hours. Metals are real-time; energy, agriculture, critical minerals and the AI Buildout Monitor are 15-minute delayed. Critical-mineral and AI-Buildout readings are equity/ETF proxies and clearly labelled.
Tables populate from the latest desk capture (berube_commodities/data/<date>.json).
The AI Buildout Monitor tracks the physical-bottleneck thesis: that the binding constraint on the AI supercycle is not model cleverness but electrification, power generation and the grid. We proxy the chain with one instrument per link — compute (NVDA), nuclear baseload (URA, CEG), merchant power (VST), electrical infrastructure (ETN), copper (FCX) and the natural-gas bridge (EQT). This is a thesis-driven proxy set, not a tradable index; equities carry company-specific risk unrelated to the underlying commodity call.
Africa-native commodity pricing where it exists — World Bank Pink Sheet monthly series for 26 commodities, ECX Ethiopia spot prices for coffee, sesame, pulses, and AfDB country-level trade context for 16 economies. Pink Sheet data is monthly (not intraday) and clearly labelled. Not a substitute for physical market pricing.
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Soil moisture, rainfall and crop water demand (FAO-56 reference evapotranspiration) for the regions that actually move the agri complex. The stress score is an in-house screening heuristic — not a yield forecast.
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