Our Objective
Kadima Commodity Intelligence bridges the gap between institutional research and the independent investor. We deliver cross-commodity, policy-driven insight designed to simplify complex markets and give you a strategic edge.
What We Cover
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 explore the evolving policy and macro landscape for digital assets and their role in the energy supply chain and demand. Digital assets drive new efficiencies in energy markets through blockchain applications. Kadima provides insights on their impact within the broader energy transition and regulatory environment.
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.
Digital Research Products
Professional-grade tools and research for serious market participants
Cross-Commodity Reporting, CFTC Analysis and Forecasts
Linking cross-commodity trends with CFTC trader positioning and market sentiment. Our forecast reporting combines data-driven insights and policy analysis to uncover shifting dynamics across energy, metals, and digital assets. We help clients navigate complex commodity markets with timely, integrated analysis that reveals emerging risks and opportunities.
Commodity Intelligence Terminal (Beta Test Coming Soon)
Kadima’s Commodity Intelligence Terminal offers real-time data and analytics across energy, metals, and digital assets. It integrates CFTC positioning, supply chain signals, geopolitical and macro policy updates to provide a comprehensive view of market trends. Designed for fast, informed decision-making, the terminal delivers actionable insights on price drivers, risk factors, and emerging opportunities.
Macroeconomic, Policy and Geopolitical Reporting and Analysis
Delivers insights on global policy shifts, central bank actions, and regulatory changes. We analyze how these forces influence commodity markets, energy demand, and digital asset trends. Our reports help clients anticipate risks and identify macro-driven opportunities in an evolving global landscape.
Why are we different?
01
Cross Commodity Intelligence
We identify how policy, supply-chain, and pricing dynamics interconnect across commodities. We uniquely track links between energy costs, crypto mining economics, and battery metal demand. Focusing on the impact these commodities have on one another to better understand the broader commodity and policy market.
02
Energy Intelligence
We analyze the intersection of traditional energy markets, digital assets, and critical materials amid the global energy transition. Our principals monitor policy shifts, supply chain changes, and market developments to uncover opportunities across oil/gas, crypto mining, and battery metals.
03
Macro, Policy, and Geopolitical Intelligence
We connect global policy and geopolitical developments, central bank actions, and regulatory changes to commodity market movements. Our analysis reveals how these top-down forces create opportunities across energy, metals, and digital asset markets.