Commodity Strategy: the newsletter
Commodity StrategyYou will find here all our analysis, in one place.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Subscribers | Read | commoditystrategy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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 submerge the known world.
By the way, why gold?
A friend recently asked me something along the lines of: why is gold even a thing?
Oil market outlook—March update
At times when uncertainty is rampant, any form of certainty feels reassuring.
The US and the Middle East are diverging on the energy transition
Can you hear the music? Many renewable energy company managers must be feeling deaf since the election of Donald Trump, and indeed his inauguration.
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Authors
The writers behind this newsletter.
Commodity insights, news and analysis.
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