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A running series on the operational backbone of commodity trading: freight, demurrage, market structure, and the data discipline that separates good desks from great ones.
Read the seriesA six-part series on building a durable career in commodity trading: future-proofing your skills in an AI-first market, moving from trader to desk head, navigating ETRM vendors, reading the room, and building the reputation and judgment that compound over decades.
Read the series
Netbacks decide where a cargo goes. Here is how desks calculate them, how netforwards differ, and why the arb window your screen shows is rarely the one you can actually capture.
Anish PujariSep 3, 2026 4 min read
A fifth of the world's oil passes through 33 kilometres of water. Why this episode is different, what LNG desks are navigating, and what the freight market is pricing.
Anish PujariAug 27, 2026 6 min read
Why $15 billion in annual demurrage is a data problem, and how AIS, AI, and integrated CTRM are finally solving it.
Anish PujariAug 7, 2026 8 min read