Trading, Business & Finance
#8
Six Things Commodity Desks Need to Know This Week
Your Wednesday briefing on trading technology, markets, risk and regulation, in 5 minutes. Edition #8 of The Trading Narrative.
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Essay series
Trading Operations3 essays
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 seriesThe Trading Professional6 essays
A 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 series9 essays found
Anish PujariSep 23, 2026 14 min readTrading, Business & Finance
#7
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Six Things Commodity Desks Need to Know This Week
Your Wednesday briefing on trading technology, markets, risk and regulation, in 5 minutes. Edition #6 of The Trading Narrative.
Anish PujariSep 16, 2026 14 min readTrading, Business & Finance
Contango vs Backwardation: What the Curve Is Actually Telling You
The shape of the forward curve is the market's most honest sentence. What contango and backwardation really mean, how carry trades work, and the roll cost that quietly eats positions.
Anish PujariSep 3, 2026 4 min readTrading, Business & Finance
#5
Five Things Commodity Desks Need to Know This Week
Your Wednesday briefing on trading technology, markets, risk and regulation, in 5 minutes. Edition #5 of The Trading Narrative.
Anish PujariSep 2, 2026 14 min readTrading, Business & Finance
Copper Prints a Record: What Commodity Desks Need to Watch
A record copper price is a data point. The supply pipeline, the energy transition bid, the China variable, and what commodity desks should actually watch.
Anish PujariAug 27, 2026 6 min readTrading, Business & Finance
#4
Hormuz Rewrites the Freight Book, Copper Prints a Record, and AI Learns to Keep an Audit Trail
Hormuz rewrites the freight book, copper prints a record, ComTech cuts the CTRM forecast, agentic AI arrives with an audit trail, and REMIT II turns enforcement. Edition #4 of The Trading Narrative, in 5 minutes.
Anish PujariAug 26, 2026 10 min readTrading, Business & Finance
#3
Hormuz Stays Shut, OPEC+ Runs Out of Barrels, and the CFTC Questions the Trading Day
Your Wednesday briefing on trading technology, markets, risk and regulation, in 5 minutes. Edition #3 of The Trading Narrative.
Anish PujariAug 18, 2026 10 min readTrading, Business & Finance
#2
Oil's Sharp Slide, OPEC+ Completes the Rollback, and Smelters Paying Miners
Your Wednesday briefing on trading technology, markets, risk and regulation, in 5 minutes. Edition #2 of The Trading Narrative.
Anish PujariAug 10, 2026 7 min readTrading, Business & Finance
#1
Five Things Commodity Desks Need to Know This Week
Your Wednesday briefing on trading technology, markets, risk and regulation, in 5 minutes. Edition #1 of The Trading Narrative.
Anish PujariAug 7, 2026 3 min read