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 looks at oil relative to USD as OPEC+ sticks to output increases, and the cobalt and lithium markets as a new conflict breaks out in Congo. Written on February 4, 2025.
