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We track energy, metals, and agriculture as they move across the globe — and publish what we learn every two weeks. For people who want to understand the markets, not just trade them.
Every issue runs the same spine: a macro read, three sectors covered the same way each time, one deep-dive, and a forward look — written for students learning these markets from the ground up.
Oil, gas, and coal — the macro engine that moves everything else.
Safe-haven gold alongside the industrial metals the grid runs on.
Weather, harvests, and the trade flows that quietly feed the world.
One commodity, taken apart in depth — a different focus each issue.
The Houthis shut Bab el-Mandeb and Brent touched $100, then Saudi crude went the long way round and the price ended where it started. Inside: a divided Fed, a storm over a third of the world's copper, and the emergency oil America keeps in salt caves.
Read the issue →Brent round tripped $100 to $84 as Saudi crude swapped a strait for the Suez Canal, at $2 million and thirty days more per cargo.
Preview →A winter storm shut mines across Chile, gold shrugged off a 1,153 point Dow crash, and aluminium was the only market that kept its gains.
Preview →Membership is free. Every issue in your inbox, a seat at company visits and workshops, and the chance to write a beat of your own — no experience required.