Coverage
What the desk actually covers.
Coverage is deliberately narrow. Three lanes, each anchored on a commodity the desk has worked in directly rather than read about.
Energy
Physical and traded energy, with a working focus on thermal coal and the fuels that price against it.
CoalCrude oilNatural gasRefined products
Metals
Precious and industrial metals, with silver as the anchor of the book.
SilverGoldCopperUranium
Agriculture & Softs
Softs and agricultural exposure, with coffee as the deepest single line of coverage.
CoffeeGrainsFarmlandAg operators
Boundaries
What we don't do.
No guaranteed returns, and no claim to predict a market.
No substitute for your own decision. The research informs it, you make it.
No research outside the commodities we genuinely cover.
Research and consulting only. Nothing here is investment advice.