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Oculus Commodity Research

Markets are Abstract. The World is Physical. Oculus exists to Distill Narratives into Physical Realities.

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PricingOnly free issuesPublishesTwice weekly
Issues22Founded7 months agoLast Issue8 days ago
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Artwork for Oculus Commodity Research

Latest Issues

The Sleeping Giant

This report, and the company in its focus, is not singular, generalized bull thesis underpinned by demand or lithium price projections. The investment thesis rooted in the premise that current market conditions, defined by Chinese oversuppl...

8 days ago
28

Trouble in Lithium Land

The restart of CATL’s Jianxiawo mine has once again shifted sentiment across the lithium sector. While the immediate impact on global supply is measurable, the pronounced market reaction highlights a broader reality: lithium remains one of...

15 days ago
29

The Commodity Shock Nobody is Pricing

The recent closure of the Strait of Hormuz has exemplified how fragile global supply chains are. This report focuses on the potential of an escalating conflict between United States and China. It outlines why Taiwan is the flashpoint. This...

a month ago
19
2

SCANDIUM: BUILDING SUPPLY FOR A MARKET THAT DOESN’T EXIST

Scandium is one of the few commodities where supply is being developed ahead of demand.

In most markets, capital follows scarcity. Prices rise, demand is visible, and supply is built to close the gap. Scandium inverts that sequence. Projec...

3 months ago
51

A Bet Against Nickel's Manufactured Abundance

Lifezone Metals is not a nickel investment, it is a conditional bet on whether high-grade, Western-aligned supply can survive in a market increasingly defined by manufactured abundance.


Overview

Lifezone Metals is primarily a...

4 months ago
42
2

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  • Oculus Commodity Research

    Before the Heard. Beyond the Narrative.

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