Big Picture
We draw on our expertise analyzing global macro, geopolitics, and commodity market fundamentals to provide a holistic view of the trajectory for commodity markets.
Analytical Framework
We use a thematic approach to commodity markets to complement the industry’s traditional supply-demand methodology.
We dissect macro and commodity industry data to identify cyclical and structural commodity trends.
Incorporate Insights From
A Wider Team of BCA Experts
We use inputs from BCA’s global, Emerging Markets, China, FX, and Geopolitical experts to help identify likely turning points in commodity cycles.
Our Calls
Commodity & Energy Strategy has a proven track record of helping clients make the right calls.
May 2024
Reversal of the copper rally
Jan 2023
Gold rally and recommended a strategic holding
Oct 2020
Oil price rebound
Predicted that oil prices would rebound post-pandemic as OPEC+ emphasized supply adjustments in response to changing demand
What is included
Strategy Reports
Regular analysis of the impact of macro and commodity sector developments on the outlook for commodity markets.
Thematic Special Reports
In-depth analysis of themes that will drive commodity markets over the medium-to-long term.
Strategy Insights
Timely and short commentary on commodity market implications of recent policy developments or important market moves.
Interaction with clients
Personal and video meetings, along with email correspondence to answer critical questions.
Webcasts
Presentations and round tables to discuss the latest research with interactive Q&A.
Roukaya Ibrahim