Research

Commodities

SGMS articles and recaps on commodities: oil, gas, gold, copper and other raw materials.

  • Plenty, Just Not Here

    Plenty, Just Not Here

    On paper the world has enough copper. Chinese buyers are paying the most in 13 years to get some. Why both are true, and…

    Hugo Benoit

    7 min read
  • Safe Haven’t

    Safe Haven’t

    War and inflation are back, so gold should be booming. Instead it is down about 10% this year. What is driving it, and what…

    Hugo Benoit

    6 min read
  • Fear by the Barrel

    Fear by the Barrel

    Goldman Sachs says about $27 of the oil price is pure fear. How you measure it, what it costs the world, and whether it…

    Hugo Benoit

    7 min read

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