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The Next Commodity Winners
Where We See the Biggest Opportunities in Commodity Markets.
Sep 3
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Commodity Memo: Navigating the Mining Cycle
Exploring the key trends driving gold, silver, and copper prices, from monetary uncertainty to AI infrastructure demand.
Jul 23
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Shipping Memo: Navigating Opportunities and the Hormuz Situation
We break down shipping market dynamics, insights from an oil tanker CEO, and conversations with shipping analysts
Jun 29
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The Next Inflection in Crude Oil: When Will the Hormuz Bottleneck Break?
Navigating the Volatile Balance of Geopolitics and Global Oil Inventories.
Jun 2
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2026 Shipping Primer: The Trade of the Year
Field research, industry leader interviews, and our full playbook to understand and capitalize from the trade
May 21
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Don’t Fall for the Oil Bulls
We believe the current cycle of demand destruction in oil markets creates a natural ceiling, limiting how long prices can remain elevated.
May 12
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Global Nickel Primer: A New Bull Cycle Is Inevitable
A comprehensive analysis of the nickel market, from Indonesia's supply dominance to the stocks positioned to benefit from a new cycle.
Apr 14
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Macro Update: The Big Picture on Oil Markets
Why the market is drastically underpricing the worst oil supply shock in modern history.
Mar 31
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Global Fertilizer Primer 2026: Uncovering the Real Threat to Global Farming
We believe behind the daily headlines of shipping disruptions lies a fundamental threat to the agricultural supply chain that has yet to be fully priced…
Mar 24
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LatAm Oil & Gas: What About Fuel Prices?
With the war in Iran and oil prices moving higher, we know there is a lot of uncertainty around LatAm O&G right now, and we wanted to bring more clarity…
Mar 12
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US-Iran: What’s at Stake for Oil Prices in the Conflict and How to Position for It
In this must read report, we lay out what we believe happens next, our best risk-reward ideas, and what to avoid.
Mar 1
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Why Braskem (BAK) Is the Most Controversial Chemical Stock Right Now
A deep dive into the bull and bear cases.
Feb 5
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