commodity-analysis

commodity-analysis is a skill for Claude Code, Codex from HKUDS/Vibe-Trading. It costs 37 tokens per session (2,134 once invoked), scanned A, original, MIT.

A framework for analysing oil, gold, and copper through supply and demand, prices, inventories, futures pricing, and seasonal patterns. Futures are contracts to buy or sell a commodity at a later date.

In plain words
What is it for?
Use it to study oil production and demand, gold as a safe-haven or inflation hedge, and copper as an economic indicator. It also helps analyse inventory cycles, futures premiums or discounts, and seasonality.
Why use it?
It brings several market factors together instead of judging a commodity from price movement alone. It is designed to turn those factors into directional signals that can be tested on historical data.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to study oil production and demand, gold as a safe-haven or inflation hedge, and copper as an economic indicator. It also helps analyse inventory cycles, futures premiums or discounts, and seasonality.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/hkuds/vibe-trading/commodity-analysis
About the project

Vibe-Trading is a personal trading agent that gives an AI system tools for market analysis, algorithmic trading, backtesting, and related workflows. It is for users who want an agent to research and evaluate trading strategies or manage simulated and other trading activities. The catalogue contains skills that expose these trading capabilities to compatible agents.

HKUDS/Vibe-Trading · 32,874 stars · on GitHub · vibetrading.wiki

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add HKUDS/Vibe-Trading --skill commodity-analysis
Clone the repo
git clone --depth 1 https://github.com/HKUDS/Vibe-Trading

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for commodity-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/hkuds/vibe-trading/commodity-analysis.svg)](https://agentmods.dev/skills/hkuds/vibe-trading/commodity-analysis)
Your own site
<a href="https://agentmods.dev/skills/hkuds/vibe-trading/commodity-analysis"><img src="https://agentmods.dev/badge/skills/hkuds/vibe-trading/commodity-analysis.svg" alt="Measured on agentmods" height="20"></a>
Per session 37 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,134 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. ✓ AI security review Fable 5.1 · 6 Sept 2026 📄 Read the review Third-party audits
  • Snyk warn 7 Sept 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00037 $0.02134
Opus 5 $0.00018 $0.01067
Sonnet 5 $0.00007 $0.00427
Haiku 4.5 $0.00004 $0.00213

Measured 8d ago against content hash 1719e2291598, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

commodity-analysis scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

agent/src/skills/commodity-analysis/SKILL.md · 207 lines

How it starts

The opening of the file, as written. The whole thing — 207 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Commodity Analysis

Overview

Analyze commodities from four dimensions — supply-demand balance, pricing model, inventory cycle, and futures structure — and output directional signals suitable for backtesting. Focuses on crude oil (global pricing anchor), gold (safe haven + inflation hedge), and copper (economic barometer).

Core Concepts

1. Crude Oil Supply-Demand Balance

Key supply-side variables:

Variable Data Source Frequency Direction of Impact
OPEC production OPEC monthly report Monthly Production cuts → oil price ↑
US shale output EIA weekly report Weekly Higher output → oil price ↓
Rig count (Baker Hughes) Baker Hughes Weekly Leads production by 3-6 months
Strategic Petroleum Reserve (SPR) EIA Weekly SPR release → short-term oil price ↓

Key demand-side variables:

  • IEA global oil demand forecast (quarterly)
  • China crude imports (customs monthly data)
  • US gasoline demand (EIA weekly report, implied demand)
  • Global PMI (leads demand by 1-2 months)

Supply-demand balance signals:

# Simplified supply-demand judgment
if opec_compliance > 90% and us_rig_count_declining:
    supply_signal = "tight"  # bullish for oil
elif opec_compliance < 80% and us_production_rising:
    supply_signal = "loose"  # bearish for oil

if global_pmi > 50 and china_import_yoy > 5%:
    demand_signal = "strong"  # bullish for oil
elif global_pmi < 48 and china_import_yoy < 0:
    demand_signal = "weak"    # bearish for oil

2. Gold Pricing Framework

Four-factor model:

Factor Weight Logic Indicator
Real rates 40% Real rates ↓ → lower opportunity cost of holding gold → gold ↑ 10Y TIPS yield
US dollar index 25% USD ↓ → gold becomes cheaper in pricing terms → gold ↑ DXY
Safe-haven demand 20% Risk ↑ → safe-haven buying → gold ↑ VIX + geopolitical risk index
Central-bank buying 15% Central-bank purchases → structural demand support WGC quarterly report

Read the full file on GitHub · 207 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 207 lines · 37 tokens per session scan A 1719e2291598

Subscribe to this mod's changes

commodity-analysis is a skill published in the GitHub repository HKUDS/Vibe-Trading (32,874 stars, last pushed yesterday), licensed MIT. It adds 37 tokens to every session and 2,134 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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