
Strategic intelligence for capital allocators. Market structure shifts before they become consensus.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
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| Issues | 87 | Founded | a year ago | Last Issue | 4 days ago |
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What happened · What to watch · What is coming
What happened
A second shock approaching a food and freight system whose reserves are already drawn down. Who is stocked, who is bare, and when it lands.
STRATEGIC ADVISORY BRIEF
What happened · What to watch · What is coming
Written Sunday 21 June, 18:30 London. The first round of the Bürgenstock talks has concluded. Further developments will be noted in an update.
What was built on 17 June, and what capital must now price
Chaos & Order Special Edition · 18 June 2026
The commodity architecture of modern warfare Part 4: The Awkward Allies
M Nadal & Co Strategic Advisory · June 2026
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The writers behind this newsletter.
25 years institutional trading: crude, energy, metals, ags, structured products. Ex-Global Head Metals & Softs Trading. Ex-Global Head Commodities Structured Products. Physical asset optimisation advisor, major energy house. Publisher, Chaos & Order
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