Commodity & Energy Strategy
Commodity & Energy Strategy – Product Deliverables
Strategy Reports
Timely analysis of how macro and sector developments influence the commodity market outlook
Thematic Special Reports
In-depth exploration of long-term drivers of commodity cycles and key investment themes
Commodity & Energy Strategy
Led by Kelly Xu, the Commodity & Energy Strategy service offers actionable insights across key markets – oil, natural gas, precious metals, industrial metals, and agriculture. Taking a thematic macro approach, we move beyond traditional supply-demand models. Our research leverages Alpine Macro’s global macro expertise and integrates crossdisciplinary insights from our Emerging Markets & China, FX, and Geopolitics teams. This comprehensive framework allows us to identify both cyclical inflection points and structural shifts in commodity markets.
Full Biography