The Re-Weighting of Commodity Indices

Enough politics for now.

Bill Cara has a pretty good investment blog... I've been curious about the effects of reweighting various commodity indices on the underlying commodities. Here was the most interesting part of the linked article, from a UBS report:

On this assumption there will be heavy buying of Nat gas, coffee and crude and large selling of nickel zinc, wheat and copper. Substantial selling is likely in nickel and zinc; less selling in copper and aluminum. We suspect these changes will occur during the January roll-period.

Maybe this wouldn't be the worst time to add to or get back in oil and gas stocks. Probably not good for drivers though.