One of our fundamental theses for the decade ahead is that the world is at the outset of a massive energy transition away from fossil fuels in favor of renewables. That is the reason we focus on [...]

If you were a commodities-focused investor and had success over the last decade, iron probably had something to do with your performance. Indeed, according to this chart from S&P Global [...]

Since launching our ambitious series on commodities, we have spent a significant amount of time on energy. That’s with good reason: according to the latest reading of the U.S. Consumer Price [...]

“A good writer should know as near to everything as possible. Naturally he will not. A great enough writer seems to be born with knowledge. But he really is not; he has only been born with the [...]

Since we launched our commodities multiverse series back in July (click here if you are new to TSF and want to start at the beginning), we have largely focused on discrete commodities. For [...]

Last year around this time, fertilizer prices were approaching their lowest levels in a decade. Fast forward 12 months, and fertilizer prices are now at decade highs, increasing to levels last [...]

In Gretchen Bakke’s interesting book ‘The Grid,’ she states that; “The grid is not just something we built, but something that grew with America, changes as our values changed, and gained its [...]

 For most of the year, uranium prices have trudged along unremarkably. Then, in August, uranium prices went “to the moon”. In the span of a month, the uranium spot price surged 70 percent. Prices [...]

What a difference a year can make. In 2020, natural gas prices declined to multi-year lows. According to BP’s 2021 Statistical Review of World Energy, prices at U.S. Henry Hub averaged [...]

Our series on critical mineral commodities is focused on the future. We are looking at long-term supply and demand fundamentals, cutting edge technological uses, and potentially brittle supply [...]