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Category Archives: Commodities
Rare Earth
Michael Porter is a Harvard Professor and leading authority on competitive strategies for business. If you’ve ever taken a business strategy course, chances are you have studied his theories. One of the key concepts in Porter’s framework for competitive analysis … Read the rest of this entry
SPR Oil Release
I don’t usually comment on daily news headlines but today I will make an exception. Earlier this morning, on June 23rd, the International Energy Agency (“IEA”) announced that it’s member countries would undertake a coordinated effort to release 60 million … Read the rest of this entry
Extreme Weather & Food Inflation
You don’t need to be a farmer or an economist to understand that weather events can have a dramatic impact on agricultural production from one year to the next. Much of the country has received above-average rainfall in the past … Read the rest of this entry