Archive - The Commodity Compass

Publication Update

This post is for paid subscribers only.

May 3 •

The Commodities Student

April 2025

Europe's Largest Blackout Exposes Grid Vulnerability

A story about Renewables, Grid Inertia, Cross Boarder Capacities and more

Apr 30 •

Alexander Stahel

January 2025

Dear Subscribers,

Jan 18 •

Alexander Stahel

Quick Personal News

Dear Subscribers,

Jan 7 •

Alexander Stahel

December 2024

November 2024

European Natural Gas Market - Episode 4

It remains a bull market - 28 November 2024

Nov 28, 2024 •

Alexander Stahel

European Natural Gas Market - Episode 3

A few observations on LNG imports; 25 November 2024

Nov 25, 2024 •

Alexander Stahel

European Natural Gas Market - Episode 2

We are in a seasonal bull market for TTF..! 23 November 2024

Nov 24, 2024 •

Alexander Stahel

European Natural Gas Market - Episode 1

Are we in a seasonal bull market for TTF? 19 November 2024

Nov 19, 2024 •

Alexander Stahel

China’s Paradox Under Xi - Episode 7 of 7

A Sea /xi:/ of Macro Imbalances - a Story Told Through the Lens of its Bust Property Bubble.

Nov 17, 2024 •

Alexander Stahel

China’s Paradox Under Xi - Episode 6 of 7

A Sea /xi:/ of Macro Imbalances - a Story Told Through the Lens of its Bust Property Bubble.

Nov 10, 2024 •

Alexander Stahel

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