Robert Ryan

Chief Strategist

Robert is currently BCA Research’s Chief Strategist, Commodity & Energy Strategy. Since joining BCA Research in 2014, he has served as the Managing Editor and Chief Strategist for the CES service. Prior to BCA Research, Robert was a consulting economist at Limehouse Research & Trading providing bespoke modeling services. As a research economist at the N.Y. Mercantile Exchange, he developed the crude oil options contract. He spent 18 years in commodity markets at Clarendon Ltd; Bankers Trust; Goldman Sachs’s commodity unit, J. Aron; and Deutsche Bank. He also worked as an economist at the U.S. DOE. Robert is an honorably discharged veteran of the U.S. Navy, where he served as an Arabic linguist. He holds a diploma from the Defense Language Institute at Monterey, CA, and degrees from Penn State University in Journalism and Economics.

Commodity and Energy Strategy

BCA’s Commodity and Energy Strategy explores global commodity cycles and trends and how to profit from them with actionable and thought-provoking research.

Challenge your investment conviction with insights from Commodity & Energy Strategy

Commodity and Energy Strategy

Downside risks to global oil demand - largely from tariffs and non-tariff barriers to trade, and the Fed's monetary policy - are building.

Commodity & Energy Strategy

Re Oil Demand: Fed Policy Trumps Tariffs

August 30 2018

Downside risks to global oil demand - largely from tariffs and non-tariff barriers to trade, and the Fed's monetary policy - are building.

Commodity & Energy Strategy

Electric Vehicles Part 3: EV’s Impact on Oil Markets Muted Over Next 20 Years

August 29 2017

In this report, we look at different EV deployment scenarios and their implications for commodity markets. While EVs likely will experience dramatic growth, they are unlikely to constitute more than 10% of the global automobile fleet in the next 20 years or so.

Robert Ryan in the news

Morningstar

Oil Prices Are Down But Energy Companies' Earning Estimates Keep Rising

August 13 2022

As always, there are many moving parts for energy. The Organization of the Petroleum Exporting Countries has lowered its forecast for oil demand in 2022. Then again, analysts at BCA Research led by the firm's chief commodity and energy strategist, Robert Ryan, predicted that Brent crude oil would average $117 a barrel in 2023 because "oil balances still will remain tilted to deficit conditions." Brent was trading for $97.40 on Aug. 11.

Institutional Investor

Could Green Energy Fuel a Bull Market in Commodities — and in Oil and Gas?

September 28 2021

The reluctance of base-metal producers to ramp up production could mean higher prices on the road to a cleaner world.

Kitco

Copper, silver and gold should all be in your portfolio - BCA

June 02 2021

In a recent interview with Kitco News, Robert Ryan, chief strategist at BCA Research, said that his firm is bullish on gold in the long-term as the Federal Reserve looks to maintain its ultra-loose monetary policies in the face of rising inflation pressures.

The Times

Mined commodities are taking off but the ride will be bumpy

May 10 2021

“Crude oil is up 31 per cent year to date, copper is up 33 per cent, steel is up 29 per cent, benchmark iron ore is up 27 per cent,” Bob Ryan, chief strategist for commodity and energy strategy at BCA Research, the independent investment research group, said. “China is booming, they’ve been emptying out global inventory for copper and demand for steel is through the roof.”

Asia Times Financial

Polar vortex-induced oil spike to fade, supply dynamics return

February 18 2021

“Oil output likely will be hit hard in the short term, particularly in the Permian Basin, where producers, by and large, are unaccustomed to the deep-freeze conditions their colleagues to the north take for granted,” Robert P Ryan of BCA Research said.

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