commodity-analysis

commodity-analysis is a skill for Claude Code, Codex from skloxo/TideTrading. It costs 37 tokens per session (2,134 once invoked), scanned A, a copy of commodity-analysis, MIT.

A framework for analysing commodities such as oil, gold, and copper using supply, demand, inventories, seasonal patterns, and futures prices. Futures are contracts to buy or sell later, and their price structure can show whether the market expects scarcity or surplus.

In plain words
What is it for?
Use it to study oil supply and demand, gold pricing, copper as an economic signal, inventory cycles, seasonal effects, futures premiums or discounts, and directional signals suitable for backtesting.
Why use it?
It brings several forces together so a price view does not rely on one indicator. It helps explain why commodity prices may move before official production or economic data changes.

Skill for Claude CodeCodex

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.

agentmods
npx agentmods add skills/skloxo/tidetrading/commodity-analysis
Any agent
npx skills add skloxo/TideTrading --skill commodity-analysis
Clone the repo
git clone --depth 1 https://github.com/skloxo/TideTrading

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/skloxo/tidetrading/commodity-analysis.svg)](https://agentmods.dev/skills/skloxo/tidetrading/commodity-analysis)
Your own site
<a href="https://agentmods.dev/skills/skloxo/tidetrading/commodity-analysis"><img src="https://agentmods.dev/badge/skills/skloxo/tidetrading/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. Scan, not verified.
Origin 100% copy Near-identical to another mod 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 $0.00037 $0.02134
Opus 5 $0.00018 $0.01067
Sonnet 5 $0.00007 $0.00427
Haiku 4.5 $0.00004 $0.00213

Measured 5d ago against content hash 1719e2291598, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, 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 5d 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

This is a copy

100% identical to commodity-analysis — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

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. 5d 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 skloxo/TideTrading (10 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. It is 100% identical to commodity-analysis, differing in 0 lines, and is treated as a copy.

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