The Drill is your go-to series for insights on geopolitics, oil, and other commodities, providing valuable insights about the geopolitical drivers of asset prices, as well as outlooks for industrial metals, energy, and more. This week, Mikkel Rosenvold and Ulrik Simmelholt examine commodities in the aftermath of Trump’s election, how nuclear energy is becoming an underappreciated theme in the Trump administration, and why the tariff threat may be overblown. Written on November 20, 2024
