commodities

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...

Xtellus Ventures

Investment Profile: How Antimony’s Supply Crisis is Creating Strategic Investment Opportunities

Antimony hardly features in everyday business chatter. Yet when it comes to the debate about supply chain resilience and national security, this critical mineral is a hot topic. From batteries...

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...

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...

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...

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