Commodity Strategy: the newsletter
Commodity StrategyYou will find here all our analysis, in one place.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | a year ago | Last Issue | 8 months ago |
| Active | |||||
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commoditystrategy.substack.comLatest Issues
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.
Every statistic pointed in that direction, with the IEA as a lead co...
By the way, why gold?
A friend recently asked me something along the lines of: why is gold even a thing?
What is its actual value as an asset, and why do people hold it? In a highly dematerialized world that produces delights such as Bitcoin, isn’t it funny tha...
Oil market outlook—March update
At times when uncertainty is rampant, any form of certainty feels reassuring.
You’ve likely seen the news: OPEC+ countries, which had implemented voluntary production cuts in recent years and planned to begin unwinding them in April, have...
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.
In fact, it’s an onslaught.
To name a few casualties since November 5:
- India’s seco...
Is 2025 a pivotal year for nickel?
Post-publication update: Indonesia disappointed the market by announcing higher mining quotas, up by about 10% compared to 2024 levels, contrasting sharply with earlier suggestions mentioned in this post. This significantly challenges the b...
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