Six Things Commodity Desks Need to Know This Week
Hormuz risk is now priced into everything from jet fuel to Chicago wheat, and the CTRM market just got measured.
Anish PujariSep 8, 2026 14 min readEvery narrative we've ever published, searchable.
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 seriesHormuz risk is now priced into everything from jet fuel to Chicago wheat, and the CTRM market just got measured.
Anish PujariSep 8, 2026 14 min readA 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