Source intel on energy, metals, and raw materials markets – plus more
The opportunity for carbon capture technology is expanding as the role of natural gas in power generation grows in an emissions-constrained world. Ion Clean Energy, which includes Chevron, ExxonMob...
When cyclical tailwinds begin to fade, when high valuations and limited government budgetary freedom weigh heavily, or when the AI freight train slows, where do you invest? Future Quality investing...
Physical differentials in the North Sea crude market and wider Atlantic basin have reached multiyear lows amid high freight rates and market length in the region. While high freight rates are often...
Investments from the US gov't make this time different The recent US-China agreement may secure short-term access for rare earth elements, but it doesn't alter the strategic need for domestic suppl...
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying econ...
Joy Yang, Head of Product Management and Marketing
Agriculture is emerging as an integral asset class for institutional investors seeking diversification, resilience and long-term value creation.
Steven Schoenfeld, COO
Nuclear power is back in vogue, with shuttered reactors being restarted, existing plants having their operating lives extended and a growing market of new companies racing to build advanced reactor...
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