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Commodity & Energy Strategy

Top-down global-macro framework with bottom-up fundamental analysis of major commodities.

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Big Picture

We draw on our expertise analyzing global macro, geopolitics, and commodity market fundamentals to provide a holistic view of the trajectory for commodity markets.

Analytical Framework

We use a thematic approach to commodity markets to complement the industry’s traditional supply-demand methodology.

We dissect macro and commodity industry data to identify cyclical and structural commodity trends.

Incorporate Insights From

A Wider Team of BCA Experts

We use inputs from BCA’s global, Emerging Markets, China, FX, and Geopolitical experts to help identify likely turning points in commodity cycles. 

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We offer a unique approach to commodity analysis, supplementing the traditional supply-demand methodology with macro and thematic research to enrich our clients’ understanding of these markets.

Roukaya Ibrahim, Strategist, Commodity & Energy Strategy

Roukaya Ibrahim, Strategist, Commodity & Energy Strategy at BCA Research

Our Calls

Commodity & Energy Strategy has a proven track record of helping clients make the right calls.

May 2024

Reversal of the copper rally

Jan 2023

Gold rally and recommended a strategic holding

Oct 2020

Oil price rebound

Predicted that oil prices would rebound post-pandemic as OPEC+ emphasized supply adjustments in response to changing demand

What is included

Commodity & Energy Strategy - What's Included
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Strategy Reports

Regular analysis of the impact of macro and commodity sector developments on the outlook for commodity markets.

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Thematic Special Reports

In-depth analysis of themes that will drive commodity markets over the medium-to-long term.

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Strategy Insights

Timely and short commentary on commodity market implications of recent policy developments or important market moves.

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Interaction with clients

Personal and video meetings, along with email correspondence to answer critical questions.

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Webcasts

Presentations and round tables to discuss the latest research with interactive Q&A.

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