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Episode TimeStamps:
02:31 – Introduction to Rory Johnston and Commodity Context
07:15 – Are people over-fixated on data?
09:04 – Is Geopolitical analysis useless?
16:43 – Making assumptions
19:38 – The challenges with data
28:36 – Indicators of volatility
32:26 – Quantifying the fundamental value
37:02 – Having an edge in oil
45:27 – Understanding the CRT Report
49:17 – Oil price – a play on the dollar?
52:27 – An indicator for the state of the world
57:06 – How are oil and natural gas related?
01:00:58 – Fertilizer's impact on natural gas
01:02:43 – The research perspective
01:04:32 – Key takeaways from Niels