Our Objective
Kadima Commodity Intelligence works to level the playing field between institutional and non-institutional firms. Our research is cross-commodity by design, connecting energy markets, critical mineral supply chains, and digital assets. With a policy- and macro-driven approach, we provide forward-looking, data-based insights that help clients make more informed market decisions.
What do we cover?
Traditional Energy
We analyze the oil & gas sector with a geopolitical, policy, and macroeconomic lens, tracking how supply chain shifts ripple across other sectors—and how those sectors, in turn, shape pricing and market dynamics.
Digital Assets
We focus on how energy markets and policy trends shape demand, and how digital assets in turn influence energy use. Our goal is to place digital assets in their broader policy and macroeconomic context, connecting the dots that others often miss.
Battery Metals
We provide intelligence on battery metals within the context of the energy transition. Our analysis tracks how supply chains intersect with broader energy market dynamics and the adoption of digital assets, while examining how policy and macroeconomic factors influence global supply chains.
We analyze connections others miss.
Why are we different?
1
Cross Commodity Intelligence
We identify how developments across policy, supply-chain, and pricing dynamics. We track connections between energy costs, crypto mining economics, and battery metal demand that other research misses.
2
Energy Intelligence
We analyze how traditional energy markets, digital assets, and critical materials intersect during the global energy transition. Our principals track policy changes, supply chain shifts, and market developments to identify opportunities across oil/gas, digital assets, and battery metals.
3
Macro & Policy Intelligence
We connect global policy developments, central bank decisions, and regulatory changes to commodity market movements. Our analysis shows how top-down developments create opportunities across energy, metals, and digital asset markets.