Independent in-depth research, unearthing commodity truths. Value-based fundamental investment approach. Sticking strictly to our circle of competence. Obsessed with data and company fundamentals.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 48 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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thecommoditycompass.comLatest Issues
Episode 5: Running on Empty - The Russian Endgame Is Here to Stay
What happens inside Russia won't stay inside Russia
Executive Summary
Episode 4: The Emperor Has No Clothes — A 65-Year Audit of OPEC
Why the UAE walked out, and why oil markets will barely notice
“The problem of oil, it might be tersely said, is that there is always too much
Episode 3: The Fog of Peace
Is the Strait of Hormuz open, or is it not?
What’s the News?
Episode 2: Crude Quality Matters
Without a Fully Reopened Strait, Asia Lacks the Crude Needed for Distillates
Crude Quality Matters
Episode 1: The Persian Trap
Retaking the Strait of Hormuz Will Prove Difficult
Guidance & Thoughts Upfront
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