Commodity research
Research capacity for commodity decisions.
Commodity research for founders, operators, and individual allocators with real exposure to commodities markets. Written analysis on energy, metals, and agriculture, produced against the specific question you are trying to answer.
Data and sources we work with
Who it is for
Capital without a research function.
Founders, operators, and individual allocators carrying real exposure to commodities markets, plus small investment teams that need research capacity without building an internal desk.
What we solve
The work between a view and a position.
No research bandwidth
You have exposure and conviction, but no one whose job it is to sit with the question long enough to answer it properly.
Information without a stance
Feeds, terminals, and newsletters supply volume. What is missing is one written view, argued, with the risks named.
Decisions made alone
Individual allocators carry the whole decision. The research gives you something to argue against before capital moves.
Coverage
Three lanes, covered properly.
Depth over breadth. The desk covers what it genuinely knows, and says so when a question falls outside it.
Energy
Physical and traded energy, with a working focus on thermal coal and the fuels that price against it.
Metals
Precious and industrial metals, with silver as the anchor of the book.
Agriculture & Softs
Softs and agricultural exposure, with coffee as the deepest single line of coverage.
On the desk
The questions we get asked.
You have capital to deploy into commodities and no in-house view. What do you actually buy, how much, and when.
A copper or uranium allocation already in the book. Hold, size up, or trim into the next leg.
A direct position in farmland or an agricultural operator. What changes the answer, and what does not.
A macro view you've formed on your own, and need translated into an actual position, size, and entry.
The platform
Your research, in one place.
Every memo accumulates in your private workspace, with every open stance visible in one place. Past calls show how they turned out, alongside your requests and where each one stands.
Workspace
- Dashboard
- Research
- Positioning
- Record
- Requests
- Account
Dashboard
Client viewLatest research
Your requests
Positioning
Record
Every call, and how it turned out
Start here
Send the question you are actually trying to answer.
Tell us the commodity, the decision it supports, and your timeline. If it is outside our coverage, we will say so rather than take the work.