The Commodity Compass
Independent in-depth research. Value-based fundamental investment approach in cyclical stocks. Sticking strictly to our circle of competence. Obsessed with commodity cycles and company fundamentals.
- Paid leaderboard
- #223
- Subscribers
- 6.0K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Paid plan
- $45/mo
rounded by Substack
Growth history
Subscribers (thousands, nightly)
5.0K on Sep 10, 2026 → 6.0K on Oct 1, 2026
Followers (thousands, nightly)
Stats worth sharing
Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Subscribers added
- +1.0K
- Posts
- 2
- Reactions per post
- 42
- Reactions tracked
- 509
since tracking began
last 30 days
average, recent posts
across 12 posts
Most-reacted post we have seen: EU Natural Gas Deep Dive: Cheap Gas, Fragile System — 109 reactions on Feb 15, 2026.
Recent posts
- Warning: Impersonator and Fraud
- Episode 9: The Great Value Migration in Oil
- Episode 8: China Is the New OPEC
- Episode 7: The Saudi Oil Export Crash
- Episode 6: Escape, Not Trade
- Episode 5: Running on Empty - The Russian Endgame Is Here to Stay
- Episode 4: The Emperor Has No Clothes — A 65-Year Audit of OPEC
- Episode 3: The Fog of Peace
- Episode 2: Crude Quality Matters
- Episode 1: The Persian Trap
- A Crude Awakening: Executive Summary
- EU Natural Gas Deep Dive: Cheap Gas, Fragile System
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Commodity Compass. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 1, 2026.