Asymmetric Research
Asymmetric ResearchOffering institutional quality research to everyone. Natural resources focus.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Subscribers | Read | asymmetricresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Natural Gas - European Outlook: Navigating Volatility and Geopolitical Tensions
This report provides an in-depth analysis of the current European gas market, with a particular focus on price dynamics, supply risks, and the geopolitical factors shaping the outlook for TTF, while assessing historical price movements and ...
Uranium and Elemental Sulphur: Assessing Potential Risks
Commentary has flagged the Strait of Hormuz as a potential chokepoint for global elemental sulphur supply. We assess the risks...
Gold & Miners in a New Energy Crisis – Lessons from 1973 Revisited
The current escalation involving Iran, strikes across the Gulf, disruptions in the Strait of Hormuz—combined with surging energy prices—are evoking strong parallels to the 1970s, particularly the October 1973 oil embargo. The spectre of sta...
Our Preferred Play on Oil…
In light of the developments in Iran and the Middle East/Gulf, we thought we would highlight our preferred structural play on Oil.
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Authors
The writers behind this newsletter.
Striving to offer institutional quality research to all. In search of outsized gains on natural resources through honest and independent fundamental analysis. Our views only, not investment advice.
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