Commodities Desk
The Commodities Desk publishes macro analysis and high-impact reports across energy, metals and agricultural markets, keeping members close to what's moving the street.
Analysts track supply and demand fundamentals, inventory data and geopolitical developments across their markets, turning that research into desk notes and flagship reports published throughout the semester. New members pair with senior analysts to learn how to build a commodities thesis from raw data to a publishable call, working toward owning coverage of their own market by the end of the program.
Featured Research
View all PublicationsIran war, Oil Shock, Growth Slowdown, and the Market Uncertainty
The US-Iran conflict has rapidly escalated from a geopolitical risk to a worldwide supply chain disruption. The Strait of Hormuz, through which 20% of the world’s oil flows, was effectively closed by Iranian military forces, with tanker traffic falling to zero. That way Iran put in jeopardy the safety of the world’s energy system.
Defining the Standard, Together.