Commodity & Energy Strategy

Led by Kelly Xu, the Commodity & Energy Strategy service offers actionable insights across key markets – oil, natural gas, precious metals, industrial metals, and agriculture. Taking a thematic macro approach, we move beyond traditional supply-demand models. Our research leverages Alpine Macro’s global macro expertise and integrates crossdisciplinary insights from our Emerging Markets & China, FX, and Geopolitics teams. This comprehensive framework allows us to identify both cyclical inflection points and structural shifts in commodity markets.

Full Biography

Commodity & Energy Strategy – Product Deliverables

Strategy Reports

Timely analysis of how macro and sector developments influence the commodity market outlook

Thematic Special Reports

In-depth exploration of long-term drivers of commodity cycles and key investment themes

TheCommodity & Energy Strategyenhances our broader macro research and is designed to support strategic asset allocation and tactical positioning across global commodity markets.

TRIAL ACCESS

Alpine Macro research is available to qualified investment professionals on a complimentary evaluation basis. If you’d like to request trial access, please complete the form below.