From Volatility to Value: Navigating the Next S-Curve in Commodity Trading
After a remarkable profit surge in 2022–2023, the commodity trading sector is now undergoing a market correction: industry earnings fell by more than 30% in 2024, and a similar downturn is anticipated for 2025. This normalization follows a period of elevated volatility that drew new entrants and spurred rapid capacity expansion. Although margins have compressed, … Read more