Digital Gold: The Case for a Shared Infrastructure (World Gold Council)
This paper proposes Gold as a Service: a shared infrastructure that would connect physical gold custody with…
Commodity Markets Outlook
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Oil’s big jump; markets’ small reaction: a risk of mispricing? (FTSE Russell)
Oil prices surged 43%, but markets barely moved - explore mispricing risks, inflation impact and why a prolonged…
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Speculation or Fundamentals? European Natural Gas Price Swings Post 2020 (Levy Economics Institute)
The authors investigate the role of speculation in the European natural gas market over the period 2020–2024, a…
Modelling the Impact of the Strait of Hormuz: Closure on Global Gas Flows and Prices (OIES)
At the time of writing (30 March 2026), the Strait of Hormuz remains largely closed to shipping. This Comment…
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The global crossroads: Geopolitics meet commodity markets
What are the implications of geopolitics on global commodity markets?