Is The Deescalation Real?

When the fog of war is thick investors need hard facts and data to cut through the uncertainty. Unfortunately, when it comes to physical commodities, publicly available macro data obscures the reality of moving molecules around the world. Thankfully, we at BCA Research have spent the past eight decades building relationships with clients who do all sorts of things for a living. These folks may rely on us for help with the macro context, but they are all experts in their own subsets of the financial industry.