The Drill is your go-to series for insights on geopolitics, oil, and other commodities, providing valuable analysis of the geopolitical drivers of asset prices, as well as outlooks for industrial metals, energy, and more. In this edition, Mikkel Rosenvold and Oskar Vårdal survey the tenuous peace deal between Russia and Ukraine and how its terms might influence the behavior of global commodities. Written March 12, 2025.
