Commodities

Our commodities research delivers clear, fundamentals driven analysis across the major global raw materials. Our analysis integrated:

Energy & Power: Crude Oil (Brent, WTI), Refined products (Gasoline), Nat gas, LNG, Coal, Electric power.
Base & Bulk Metals: Copper, Aluminium, Zinc, Lead, Nickel, Tin, Iron Ore, Steel,
Precious Metals: Gold, Silver, Platinum & Palladium
Agriculture & Softs: Grains & Oilseeds (Wheat, Corn, Soybeans, Soymeal), Softs (Sugar, Coffee, Cocoa, Cotton), Livestock, (Cattle, Lean Hogs)

AUD/USD Q1 - 2 2026 Trade Idea

RBA Hawks, China Stimulus, and a Copper Signal: A Recipe for Inflection Where we are now Figure 1 . AUD/USD on the Monthly chart, from TradingView AUD/USD remains in a multi-year compression range, between 0.63000, and 0.72000. Current price action suggests that base formation is near 0.63726. Trade Ideas Trade Idea 1 - For macro conviction - Set and forget trade Initiate 50% of position now Add rest of 50% when we retrace into 0.68113 Stop Loss - 0.65876 Take Profit 1 - 0.73

Commodities Analysts

Positions are currently open for this role.

Isaac Davis

1st Year International Development @ King's College London

We're Hiring!

We're currently hiring 2x Commodity Analysts. Your role will be to:

Deliver fundamentals analysis across Energy, Base & Bulk Metals, Precious Metals, and Agriculture & Softs - rotating coverage.
Analyse supply & demand dynamics (production, inventories, trade flows, cost curves, OPEC+, capex cycles).
Integrate macro drivers including real yields, curve dynamics, USD strength, and funding conditions.
Assess China & EM demand cycles (PMIs, credit impulse, infrastructure/property trends).
Evaluate geopolitical and regulatory risks.
Develop L/S recommendations for the fund, working closely with the Macro team and supporting Industrials sector equity views.
Specialise in futures term structure and commodity options (contango/backwardation, implied vs realised volatility, skew).

Apply Here