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 | 42 | Founded | 2 years ago | Last Issue | 3 months ago |
| Active | |||||
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thecommoditycompass.comLatest Issues
EU Natural Gas Deep Dive: Cheap Gas, Fragile System
Selected European Natural Gas Storages in %-filled: Europe (orange line); GER (yellow); ITA (green); NL (blue) as at 14 February 2026; Source: Burggraben analysis; Bloomberg
Europe’s Post-Gazprom Era: Cheaper Gas, Uneven Access
The Eu...
G Mining Ventures: A Mine Building Giant Dressed as a Junior Gold Developer
Why G Mining Venture may be the rare miner with a lasting moat..!
The Cannibal’s Dilemma
Maduro is Gone. Is that Good News? Not if you are long oil.
Let me give you a quick take on the events unfolding in Venezuela. Given oil is part of my circle of competence, as most of you know well, I will keep this short, sharp, and open (no paywall) for all to read. If you enjoy my take, please re...
Skeena Gold & Silver: The Takeover Setup Is Now in Place
High Quality Gold AND Silver Asset with a Clear Pathway to First Gold
High quality asset with a clear pathway to first gold
Osisko Development: Unusual Geology is the Risk
When difficult geology meets excellent management, it is almost always the difficult geology that wins.
Mining veteran Sean Roosen’s message for the industry: “Shut up and drill”
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