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Commodities
Sep 14, 2026

Higher Floor

Higher Floor

Why oil is not sustainably elevated above $100, why the events of 2026 put a floor under the barrel near $70, and why an equity investor should prefer it that way.

Commodities
Mar 31, 2026

You're Not Long Copper

You're Not Long Copper

The Exposure Is Not What You Thought It Was

Commodities
Nov 26, 2024

Zambia’s Copper Renaissance

Zambia’s Copper Renaissance

Navigating Opportunities and Challenges in Africa’s Most Promising Copper Jurisdiction

Commodities
Jun 25, 2024

How To Lose Money Smelting Copper

How To Lose Money Smelting Copper