As the late Dr. Bill Gray used to say in nearly every seasonal forecast discussion with my research team: The…
A few notable early observations from day 1 of DataSpace: Appears to be a good mix of traditional and new…
I will be discussing opportunities in agriculture, natural resource and fintech sectors, emphasizing Risk. Slides will be posted here following…
As the global agricultural complex has become more interconnected and interdependent, new supply-side threats have emerged in recent years which…
As a follow up to this post from last week, spot ICE sugar futures closed the session today at 13.17. Could…
When looking at resource issues globally, the biggest risks and opportunities are in Water. Looking forward to the @WhartonIGEL conference…
Supply Side Concerns Following a two month steady decline, ICE Sugar futures are showing some signs of support, and this…
Industrial Ecology and the Circular Resource Economy How can global economic activity flourish, while also delivering against realistic and equitable…
Despite lower underground reserves, NatGas outlook appears soft through mid month. Next EIA storage report scheduled release tomorrow. Storage through Fri…
Looking forward to speaking at DataSpace 2019, 24-25 Jan (@dataspacexyz). I’ll be discussing challenges and opportunities associated with space-derived data…