EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 Feb 26   Making Weather Pay – The Outlook For Global Commodities - James Roemer/Best Weather - 11 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26       Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 26      

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Equity Idea Calls
Oil Markets Outlook: How strong is the bull case?

26 Apr 23 14:00 BST / 09:00 EDT

Vanda Insights
Vandana Hari   Vandana Hari Founder & CEO Prior to launching Vanda Insights, Vandana worked for more than 20 years in senior positions with S&P Global Platts, the oil industry’s premier source of news and pricing information on the energy industry. In her interactions with senior executives and traders at oil and gas companies, government bodies, ministers, regulators and think tanks over the years, Vandana realised there was a keenly-felt need for a succinct and clearly-articulated big-picture perspective on the oil markets, which was not being fulfilled by any of the existing publications. Vanda Insights was born out of a desire to meet that need.
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Why Oil Goes to $25 Per Barrel

12 Apr 23 15:00 BST / 10:00 EDT

CHA-AM Advisors
David Scott   David Scott Founder David spent six years as a commercial banker in various overseas branches of Lloyds Bank followed by two years with research consultancy Tara Siam, before joining WI Carr in Thailand as Chief Representative in 1989. He moved to Hong Kong in 1994 where he spent 8 years as WI Carr’s Chief Regional Strategist and two years as Head of Regional Strategy for Deutsche Securities before establishing Cha-Am in 2004. Over the past 25 years David has been recognised by numerous investor polls as one of the top strategists and equity analysts in Asia.
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Latest Commodities Insights focusing on Agriculture (Corn, Wheat, Soybeans) and Energy (Oil)

13 Oct 22 15:00 BST / 10:00 EST

Marex
Ryan Fitzmaurice   Ryan Fitzmaurice
Charles Arbuthnot   Charles Arbuthnot
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Is the Bull Market for Oil Over?

20 Jan 22 15:00 UTC

Cornerstone Analytics
Mike Rothman   Mike Rothman Founder & President Mike is the Founder and President of Cornerstone Analytics, with 39 years of experience researching oil markets and 37 years of attending OPEC meetings. Widely recognized in the industry, he was ranked #1 by Institutional Investor for Energy Research. Before founding Cornerstone in 2009, he launched ISI’s energy platform in 2005 and served as Head of Energy at Merrill Lynch beginning in 1984.
Replay
IRF Conference on Commodities

20 Jul 21 14:00 UTC

CPM Group
Jeffrey Christian   Jeffrey Christian Managing Partner Jeffrey has been a prominent analyst and advisor on precious metals and commodities markets since the 1970’s, with work spanning precious metals, energy markets, base metals, agricultural markets, and economic analysis. He founded the company in 1986, spinning off the Commodities Research Group from Goldman, Sachs & Co and its commodities trading arm, J. Aron & Company. He has advised many of the world’s largest corporations and institutional investors on managing their commodities price and market exposures, as well as providing advisory services to the World Bank, United Nations, International Monetary Fund, and numerous governments
CHR Metals
Huw Roberts & Claire Hassall   Huw Roberts & Claire Hassall
Vanda Insights
Vandana Hari   Vandana Hari Founder & CEO Prior to launching Vanda Insights, Vandana worked for more than 20 years in senior positions with S&P Global Platts, the oil industry’s premier source of news and pricing information on the energy industry. In her interactions with senior executives and traders at oil and gas companies, government bodies, ministers, regulators and think tanks over the years, Vandana realised there was a keenly-felt need for a succinct and clearly-articulated big-picture perspective on the oil markets, which was not being fulfilled by any of the existing publications. Vanda Insights was born out of a desire to meet that need.
Queen Anne's Gate Capital
Kathleen Kelley   Kathleen Kelley Founder & CEO Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
Commodity Intelligence
Mark Latham   Mark Latham Founder Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
Global Mining Research
Tony Robson   Tony Robson Executive Chairman & Senior Mining Analyst Tony has enjoyed high-profile positions within the finance industry. He was previously Global Co-Head for Mining Research at BMO Capital Markets and Head of European Research, plus he has lengthy experience with HSBC, Prudential Securities and BNP Paribas. Tony is technically qualified as a geologist and geophysicist.
Janus Analysis
Gaius King   Gaius King Founder & Senior Analyst Gauis also holds the position of Resources Analyst at Fox-Davies Capital. Before Janus Analysis, Gauis was an Insight Provider for Smartkarma, Corporate Analyst at HD Capital (UK and Australian coverage) and Resource Analyst at HWH Ireland.
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So what’s next for the oil sector?

09 Jun 21 15:00 UTC

Cornerstone Analytics
Mike Rothman   Mike Rothman Founder & President Mike is the Founder and President of Cornerstone Analytics, with 39 years of experience researching oil markets and 37 years of attending OPEC meetings. Widely recognized in the industry, he was ranked #1 by Institutional Investor for Energy Research. Before founding Cornerstone in 2009, he launched ISI’s energy platform in 2005 and served as Head of Energy at Merrill Lynch beginning in 1984.
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2021 Oil Market Forecast

04 Feb 21 15:00 UTC

Cornerstone Analytics
Mike Rothman   Mike Rothman Founder & President Mike is the Founder and President of Cornerstone Analytics, with 39 years of experience researching oil markets and 37 years of attending OPEC meetings. Widely recognized in the industry, he was ranked #1 by Institutional Investor for Energy Research. Before founding Cornerstone in 2009, he launched ISI’s energy platform in 2005 and served as Head of Energy at Merrill Lynch beginning in 1984.
Replay
Oil Market Outlook

12 Aug 20 13:00 UTC

Vanda Insights
Vandana Hari   Vandana Hari Founder & CEO Prior to launching Vanda Insights, Vandana worked for more than 20 years in senior positions with S&P Global Platts, the oil industry’s premier source of news and pricing information on the energy industry. In her interactions with senior executives and traders at oil and gas companies, government bodies, ministers, regulators and think tanks over the years, Vandana realised there was a keenly-felt need for a succinct and clearly-articulated big-picture perspective on the oil markets, which was not being fulfilled by any of the existing publications. Vanda Insights was born out of a desire to meet that need.
Replay
Oil: Where Do We Go From Here?

05 May 20 15:00 UTC

Cornerstone Analytics
Mike Rothman   Mike Rothman Founder & President Mike is the Founder and President of Cornerstone Analytics, with 39 years of experience researching oil markets and 37 years of attending OPEC meetings. Widely recognized in the industry, he was ranked #1 by Institutional Investor for Energy Research. Before founding Cornerstone in 2009, he launched ISI’s energy platform in 2005 and served as Head of Energy at Merrill Lynch beginning in 1984.
Replay
Oil - Taken leave of its senses

27 Mar 20 12:30 UTC

Commodity Intelligence
Mark Latham   Mark Latham Founder Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
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Divesting Out Of Oil & Towards New Opportunities

19 Feb 20 12:30 UTC

Sustainable Market Strategies
François Boutin-Dufresne   François Boutin-Dufresne Managing Partner François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
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Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas

06 Jun 19 12:30 UTC

Palissy Advisors
Matthieu Raimbault   Matthieu Raimbault Founder & Managing Director Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
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