“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence

In conversation with the IRF's JP Smith, Mark Latham Founder and CEO of Commodity Intelligence explains how his news story driven AI process helps the team to identify prevailing narratives in the market and potential inflection points. ----more---- Over the past three years this approach has led to some very timely calls, including a relatively bearish stance on the energy complex in 2022 prior to the big falls in the prices of oil and natural gas. Here, Mark lays out the results of his current analysis and summarises his views in the wake of the recent correction across a wide range of commodity markets, including a deep dive into the oil and gas markets and how alternative energy will lead to negative cost curves across a range of key manufacturing industries.