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How did we get the oil-supply-glut story so wrong ?
A few months ago, every oil analyst around the globe started to roll the drums about an all-too-familiar incoming supply glut which was going to…
Oct 2, 2025
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Commodity Strategy
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By the way, why gold?
With gold now trading at $3,000/oz let's discuss what makes gold valuable
Mar 21, 2025
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Commodity Strategy
1
Oil market outlook—March update
At times when uncertainty is rampant, any form of certainty feels reassuring.
Mar 6, 2025
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Commodity Strategy
The US and the Middle East are diverging on the energy transition
Can you hear the music?
Feb 19, 2025
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Commodity Strategy
Is 2025 a pivotal year for nickel?
Post-publication update: Indonesia disappointed the market by announcing higher mining quotas, up by about 10% compared to 2024 levels, contrasting…
Jan 31, 2025
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Commodity Strategy
Oil - January 2025
Unpacking some of the many developments seen in oil since the beginning of the year
Jan 22, 2025
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Commodity Strategy
Cocoa: to the infinity and beyond (?)
Can cocoa rally to $28,000/t in 2025?
Jan 11, 2025
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Commodity Strategy
2
2025 oil market outlook
Hot on the heels of Commodity Strategy’s first post, I am delighted to share my first content: a short opinion piece on the outlook for the oil market…
Dec 17, 2024
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Commodity Strategy
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