Roukaya Ibrahim
Chief Commodity StrategistCommodities
Roukaya Ibrahim helps institutional investors navigate the macroeconomic, policy, geopolitical, and thematic forces shaping commodity markets and their implications for… Read More
Roukaya Ibrahim helps institutional investors navigate the macroeconomic, policy, geopolitical, and thematic forces shaping commodity markets and their implications for portfolios.
As BCA Research's Chief Commodity Strategist, Roukaya advises clients on positioning across commodity markets by identifying investment opportunities and risks and translating them into actionable recommendations. Her research focuses on uncovering and reconciling the often-conflicting signals from tactical indicators, cyclical dynamics, and long-term structural trends. She analyzes the forces driving energy, industrial metals, and precious metals markets and helps investors understand their implications for the broader investment landscape.
Before joining BCA Research in 2015, Roukaya worked as an economic analyst at the Central Bank of Egypt and held teaching and research positions at academic institutions in Canada and the United Kingdom. Her insights are regularly featured in global news media.
Roukaya holds an MA in Economics from McGill University. Read Less
As BCA Research's Chief Commodity Strategist, Roukaya advises clients on positioning across commodity markets by identifying investment opportunities and risks and translating them into actionable recommendations. Her research focuses on uncovering and reconciling the often-conflicting signals from tactical indicators, cyclical dynamics, and long-term structural trends. She analyzes the forces driving energy, industrial metals, and precious metals markets and helps investors understand their implications for the broader investment landscape.
Before joining BCA Research in 2015, Roukaya worked as an economic analyst at the Central Bank of Egypt and held teaching and research positions at academic institutions in Canada and the United Kingdom. Her insights are regularly featured in global news media.
Roukaya holds an MA in Economics from McGill University. Read Less
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Markets have seen a series of supply shocks in recent years, from Covid to Ukraine to tariffs to the Iran war. How will these shocks evolve going forward? Should investors care more about new tariffs or the Strait of Hormuz?01 Sep 2026 -
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