Commodity Supercycle

Investing in Coal - Jan 2024 - Alex Alejandre

Bad for the environment, good for our wallets.

Energy Fueled Dreams - Jan 2024 -

What utopias await us with more energy?

Bullish on Developing Macro - Mar 2023 -

Dedollarization and the Green Transition

Falling Oil Production - Feb 2022 - Alex Alejandre

Brazil is the only country in the world who expects to produce more in 5 or 10 years and is making the required investments.