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Guides outside the four main commodity groups

Metal Pilot guides outside the four main commodity groups — agriculture inputs, macro and business-cycle research, and more.

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Potash — A Complete Market Guide (2026)

Potash is the commodity the world eats. The pink salt mined a kilometre under Saskatchewan and the Urals supplies potassium — one of the three nutrients every crop on Earth requires, with no substitute at any price — …

Published Sep 12, 2026 47 min read Potash Agriculture Guide Commodity Guide

Commodities Across the Cycle: A Macro Regime Guide (2026)

Most commodity writing treats each raw material in isolation, but investors hold a commodity inside a portfolio, during a particular economic weather system. The question that actually matters is which commodities work …

Published Jul 25, 2026 37 min read Macro Business Cycles Guide