RECOMMENDATIONS
TAGS
ARCHIVE
Logo
INSTAGRAM
SIGN IN
SUBSCRIBE
Logo
RECOMMENDATIONS
TAGS
ARCHIVE
INSTAGRAM
SUBSCRIBE
SIGN IN

Commodities

Supply and Demand Dynamics, Financialization, and Policy Impacts


Catastrophe Bonds and Inclement Weather

Commodities

Catastrophe Bonds and Inclement Weather

Risky Weather: Cat Bond Issuance Hits $18.1B

BY Bullish Securities

/

Jul 18, 2025

OPEC+ at Risk Amid Rising U.S.-Iran Tensions?

Commodities

+2

OPEC+ at Risk Amid Rising U.S.-Iran Tensions?

Middle East Risks Are Flaring Again—Oil Won’t Wait

BY Bullish Securities

/

Jun 20, 2025

Oil Titans Clash in Guyana for $1 Trillion in Reserves

Commodities

+1

Oil Titans Clash in Guyana for $1 Trillion in Reserves

Stabroek Oilfield Raises Stakes for Joint Operating Agreements

BY Bullish Securities

/

May 30, 2025

Is War Reshaping The Demand for Metals?

Commodities

Is War Reshaping The Demand for Metals?

Copper’s Role in Ammunition Could Be Just the Beginning

BY Bullish Securities

/

May 16, 2025

The Tariff Commodity Shake-Up

South America

+5

The Tariff Commodity Shake-Up

Reciprocal Trade Barriers Slam Global Supply Chains and Raw Material Prices

BY Bullish Securities

/

Apr 11, 2025

Congolese Commodity Crises

Commodities

+1

Congolese Commodity Crises

The DR of Congo Conflict Ripples Through Commodity Markets

BY Bullish Securities

/

Mar 15, 2025

Avian Flu and The Egg Price Surge

Commodities

+3

Avian Flu and The Egg Price Surge

How Recent Avian Flu Outbreaks are Affecting Supply

BY Bullish Securities

/

Feb 28, 2025

The Surge in U.S. Gold Premiums

Commodities

+3

The Surge in U.S. Gold Premiums

The Rise in COMEX Futures Premium Over London Spot Prices

BY Bullish Securities

/

Feb 7, 2025

The Shell Wind Project

Commodities

+2

The Shell Wind Project

The $1 Billion Blow to Offshore Wind Farms

BY Bullish Securities

/

Jan 31, 2025

The Midweek: Commodification of AI

Commodities

+2

The Midweek: Commodification of AI

DeepSeek AI and The Race to The Bottom

BY Bullish Securities

/

Jan 30, 2025

Argentina’s Dry Weather

South America

+1

Argentina’s Dry Weather

How Drought is Shaping Soybean and Corn Markets

BY Bullish Securities

/

Jan 17, 2025

Water Futures (Part 2)

Commodities

+1

Water Futures (Part 2)

The Importance in AI Usage

BY Bullish Securities

/

Dec 30, 2024

Water Futures (Part 1)

Commodities

+1

Water Futures (Part 1)

How Are Water Derivatives Faring Since Their Inception?

BY Bullish Securities

/

Dec 28, 2024

The Holiday Edition🎄

Currencies

+6

The Holiday Edition🎄

The Top Financial Headlines of 2024

BY Bullish Securities

/

Dec 20, 2024

Mapping the Broken BHP and Anglo American Deal

Commodities

+2

Mapping the Broken BHP and Anglo American Deal

Will Another Bid be tendered to form a copper giant?

BY Bullish Securities

/

Dec 6, 2024

The Post U.S. Election Edition

Currencies

+3

The Post U.S. Election Edition

The Major Headline Roundup

BY Bullish Securities

/

Nov 8, 2024

The Nuclear Situation

Commodities

The Nuclear Situation

The Uranium Outlook - Supply, Demand and Corporatization

BY Bullish Securities

/

Oct 25, 2024

Russia's Liquefied Natural Gas (LNG) Dark Fleet

Commodities

+1

Russia's Liquefied Natural Gas (LNG) Dark Fleet

Is Moscow Expanding its Dark Fleet for LNG?

BY Bullish Securities

/

Oct 11, 2024

Is a BRICS Currency in the Works? (Part 2)

Currencies

+3

Is a BRICS Currency in the Works? (Part 2)

The Implication for Gold Prices

BY Bullish Securities

/

Sep 29, 2024

Central Bank of Libya and Oil

Commodities

+2

Central Bank of Libya and Oil

Recent Conflicts, Developments, and Implications for Oil Prices

BY Bullish Securities

/

Sep 13, 2024

Tracking Error in Oil Investments

Commodities

Tracking Error in Oil Investments

Oil investing vehicles do a poor job of tracking spot oil over long periods, why is that?

BY Bullish Securities

/

Sep 6, 2024


SUBSCRIBE TO THE TRIUMVIRATE

Weekly research covering commodities, currencies and central banks.

I consent to receive newsletters via email. Terms of use and Privacy policy.


© 2025 The Triumvirate.

Privacy policy

Terms of use

Powered by beehiiv