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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