On: There are not enough BTUs

[AnimalMuppet]

If you're going to do that (and beware that it's a way that amateurs can lose their shirts), then think about sequence. Steel, for example, may lag natural gas by some time period (I don't know how much). I guess that food will lag the farthest, but I don't know by how much.

[cinntaile → AnimalMuppet]

The easiest is probably to just buy a fund with all commodities, then you don't have to figure any of that out.