Independent analysis on crude, refined products, and the wider commodity book — written by the people pricing cargoes, not the people writing newsletters.
Comprehensive analysis of crude oil markets entering 2025, examining OPEC+ production policies, global demand recovery, and energy transition impacts on petroleum markets.
Analysis of agricultural commodity markets focusing on coffee and sugar, examining climate impacts, supply chain resilience, and pricing dynamics in post-pandemic era.
Comprehensive analysis of aluminum and architectural glass frame markets, examining global trade flows, tariff impacts, and construction sector demand in 2018.
Analysis of global sugar markets facing multi-year supply surplus, examining Brazilian production dynamics, Indian policy impacts, and trading strategies in a bearish price environment.