All Insights
Commodity Watch: Tariffs & Trade Finance
New changes in trade flow may affect producers, consumers and financiers in significant ways. This also however creates opportunities for funders that understand how to capitalize on the shifting dynamics.
Commodity Watch: Whither the Weather?
Markets are pricing weather volatility. Hedge funds are hiring atmospheric scientists to model the impact of weather on commodity prices at 10x their typical average salary as scientists, with total compensation upwards of $1m
Commodity Watch: The Robots are Coming
Anthony Levandowski attempted to lead Uber’s foray into self-driving cars after co-founding Waymo. Those efforts did not end well for him. Bloomberg now reports that Mr. Levandowski is helming a new venture to create autonomous vehicles (AV) for the mining industry.
Commodity Watch: If I had a Nickel…
The tale of two systems continues. While many mining companies and investors continue to retreat and retrench some are consolidating their influence across supply chains necessary for the functioning of a modern economy.
Commodity Watch: Infrastructure’s Backend
$3.7tn per year needs to be invested in infrastructure globally to satisfy the demands of population and economic growth up to 2040. Of the aggregate amount a $15tn gap exists that must be funded by private and public capital. And all of this infrastructure needs (lots of) commodities.