Insights

Our latest thinking on emerging markets and industries to watch.

XTS Commodities

From Farm to Global Markets: How Financial Innovation is Lifting Up Colombian Coffee Growers

As the third-largest coffee exporter globally, Colombia’s coffee sector exports an average of 12 million bags annually, reaching nearly 14 million in 2024. Behind this production is a network of over...

XTS Commodities

Argentina: The Next Global Energy Powerhouse?

The global energy landscape is in the midst of a significant shift, with many leading oil producers hampered by economic sanctions and geopolitical tensions. As a result, Argentina has emerged as...

XTS Commodities

Granular Market Intelligence is Reshaping Global Energy Trade

The traditional playbook for global energy trading is being rewritten. Market fundamentals have undergone a structural shift, demanding a more sophisticated approach to energy trading...

Xtellus Advisors

Film Finance: Inside Hollywood’s Balance Sheet

When most people think about investing in films, they imagine backing the next blockbuster. However, the smartest money in Hollywood isn’t betting on hits, but providing secured...

Xtellus Ventures

Investment Profile: High Grade Silica Sand

As the pressure to manufacture the technologies key to artificial intelligence and sustainable energy grows, one strategic mineral stands out: high-grade silica...

XTS Commodities

Sector Overview: Coffee in Colombia 

With coffee prices at a historic high, Colombia’s coffee growers are currently benefitting from favorable market conditions. However, the seasonal nature of the coffee business, surging input...

XTS Commodities

Guyana: The World’s Fastest Growing Economy You’ve Never Heard Of

Perched on the northeastern shoulder of South America, Guyana has emerged as the world's fastest-growing economy. In just a decade, this once predominantly agricultural nation has...

Xtellus Advisors

Private Credit in Film: An Untapped Asset Class

In an era where market-beating returns from alternative assets is increasingly demanding, there’s a compelling investment opportunity hiding...

XTS Commodities

The Coffee Veteran Building Operational Excellence in Colombia’s Coffee Supply Chains

The rich volcanic soils of Colombia have long made the country synonymous with great coffee. But the true driver of the majority of Colombia’s exceptional coffee exports are...

Xtellus Advisors

Sector Overview: Strategic Minerals

The strategic minerals sector is a global industry that involves the extraction, processing, and supply of minerals that are vital for economic, military, and technological...

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