RESEARCH & ADVISORY
FUNDAMENTAL | TECHNICAL | PSYCHOLOGICAL | SEASONAL
All markets move in cycles, caused by the different time horizons and objectives of each participant. The spot price - and shape of the forward curve - reflects the prevailing synthesis at any point in time. You can never know all the information, but what you can do is discern when the various cycles are moving together, or against each other...
Herein lies our expertise and market advantage. We identify instances when price is moving in "concurrent" or "crosscurrent" directions, while also considering all fundamental factors and prevailing market psychology and seasonality. It's a rigorous methodology that most often results in profit for our clients.
BESPOKE
- 2-Day Commodity Masterclass
- Resource Finance Origination
- Commodity Auctions & Tenders
US$1,500/yr
- Energies (Crude, Gas, Coal, Hydro, Nuclear)
- Metals & Industrials (Precious, Base, Industrial, Ammonia, Pulp etc.)
- Agri & Softs (Animals, Grains, Coffee, Sugar etc.)
All weekly briefings include a punchy review of the week from the international trading desks of London, Dubai, and Singapore.
We also include our proprietary forward curve and technical analysis, and market valuation opinion. Where relevant, we also quote domestic price indices for African commodities.
US$500/report
- Global Coal Market Outlook
- Precious Metals Market Outlook
- Base & Industrials Market Outlook
- Commodities & Climate Change
Our market outlook reports include fundamental supply & demand models, production cost curves and price projections.
Further analysis includes geopolitical insights, economic growth projections, logistics developments and disruptions, new policies and technical advancements. We also consider the impact of climate change, financial markets and investor speculation on each commodity.