FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Best of 2026/Commodities & Energy Newsletters
9 Publications Ranked

Best Commodities & Energy Newsletters

Hard assets reward people who read the physical data: inventories, balances, freight and mine economics. These are the desks doing that work across energy, metals and mining.

Top of this shortlist: Doomberg at 97/100 ($400/yr · $1,200/yr).

#1USAnalysis

Doomberg

Energy, Finance & Geopolitics

Niche · Energy, hard assets & geopolitics

CommoditiesMacro
$400/yr · $1,200/yr
2021
Visit
#2CAAnalysis

Commodity Context

Oil & Gas Data Research

Niche · Oil, gas & OPEC+ balances

Commodities
$75/mo · $750/yr
2020
Visit
#3USAnalysis

Goehring & Rozencwajg

Natural Resources & Energy Transition

Niche · Natural resources & power

Commodities
Free
2015
Visit
#4USMixed

HFI Research

Energy Equity & Commodity Research

Niche · Energy equities & oil fundamentals

CommoditiesEquities
~$599/yr
2014
Visit
#5USAnalysis

The Streetwise Professor

Energy, Commodities & Derivatives

Niche · Energy derivatives & market structure

Commodities
Free
2011
Visit
#6USAnalysis

Exploration Insights

Mining Exploration & Discovery

Niche · Mining exploration & discovery

Commodities
~$400/yr
2008
Visit
#7USAnalysis

Gold Newsletter

Precious Metals & Mining

Niche · Gold, silver & mining equities

Commodities
~$99/yr
1971
Visit
#8USMixed

Casey Research

Resource Speculation & Exploration

Niche · Junior mining & resource speculation

Commodities
~$299/yr
1979
Visit
#9NLAnalysis

The Critical Investor

Junior Mining Due Diligence

Niche · Junior mining due diligence

Commodities
Free
2011
Visit

Other Ranked Shortlists

Best Macro & Monetary Newsletters 59Best Equity & Company Research Newsletters 31Best Trading, Flow & Positioning Newsletters 18Best Credit, Restructuring & Distressed Newsletters 9Best FX & Rates Newsletters 4Best Quant, Data & Systematic Newsletters 15Best Allocator, Wealth & Personal Finance Newsletters 30Best Crypto & Digital Asset Research Newsletters 31All shortlists

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