We gathered our community of commodity experts for a focused discussion.
“Commodity markets have never been so interesting in my career.”
Now that climate change has become a political and economic priority, the global race to zero emissions is the investment zeitgeist for this decade.
The future is not always a reflection of the present. We believe the bull market has entered its third and perhaps final stage.
What if the greatest trick the market ever pulled was convincing investors that we’re still in a bear market?
Europe hasn’t traded-in its green credibility for energy security. Instead, Russia’s war is accelerating the race to zero emissions.