RECOMMENDATIONS
TAGS
ARCHIVE
Logo
INSTAGRAM
SIGN IN
SUBSCRIBE

Commodities

Supply and Demand Dynamics, Financialization, and Policy Impacts


The Fall Edition: Central Banks Hoard Gold Over Treasuries

Commodities

+2

The Fall Edition: Central Banks Hoard Gold Over Treasuries

What Could be The First Time Since 1996 Gold Holdings Outpaces Treasuries

BY Bullish Securities

/

Sep 19, 2025

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