The Drill is your go-to series for insights on geopolitics, oil, and other commodities, providing valuable analysis of political conflicts, elections, and other drivers of asset prices, as well as outlooks for industrial metals, energy, and more. In this week’s edition, Mikkel Rosenvold examines asymmetrical bets in global commodities amid the decreasing geopolitical risk of war and the increasing macroeconomic volatility of President Trump’s looming tariffs. Written February 11, 2025.
