Independent in-depth research. Value-based fundamental investment approach in cyclical stocks. Sticking strictly to our circle of competence. Obsessed with commodity cycles and company fundamentals.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 51 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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thecommoditycompass.comLatest Issues
Episode 8: China Is the New OPEC
How Beijing Turns 6mbpd of Oil Demand On and Off
Executive Summary
Episode 7: The Saudi Oil Export Crash
The Great Detour, and Why West African Crude Still Isn't Filling the Gap
Executive Summary
Episode 6: Escape, Not Trade
2,143 crossings of Hormuz, and not one month of net vessel inflow. There is no round schedule to normalise commodity flows out of the Strait.
The Sudden End of The MoU
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
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