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Strategic Advisory and Portfolio Management

  • Customized Portfolio Analysis: Providing a detailed analysis of a client's current commodity portfolio to identify risks and opportunities.
  • Investment Thesis Development: Collaborating with clients to develop a clear investment thesis that aligns with their business goals.
  • Diversification Strategy: Advising on how to diversify a commodity portfolio to reduce risk and enhance returns.
  • Risk Tolerance Assessment: Conducting a thorough assessment of the client's risk tolerance to create a suitable trading and investment strategy.
  • Market Entry and Exit Recommendations: Providing expert advice on the optimal time to enter or exit a specific market.
  • Hedging and Risk Mitigation Strategies: Advising on and implementing custom hedging strategies to protect against market volatility.
  • Regular Performance Reporting: Providing regular, detailed reports on portfolio performance and market outlook.
  • Capital Allocation Advice: Advising on how to strategically allocate capital across different commodities and markets.
  • Long-Term Strategic Planning: Assisting clients with long-term strategic planning for their commodity trading and investment activities.
  • M&A Advisory: Providing expert advisory services for mergers, acquisitions, and joint ventures in the commodity sector.
  • Sustainability and ESG Consulting: Advising clients on how to integrate sustainability and ESG (Environmental, Social, and Governance) factors into their commodity portfolios.
  • Regulatory and Compliance Guidance: Providing guidance on navigating complex regulatory environments to ensure compliance.
  • Crisis Management and Advisory: Offering expert advisory services to help clients navigate and manage crises.

Based on the current geopolitical landscape and recent policy announcements, the US sanctions framework significantly impacts global commodity sales in 2025:

 

  • The US Treasury's Office of Foreign Assets Control (OFAC) has intensified restrictions on Russia's energy sector, specifically targeting major oil producers and the affiliated maritime logistics networks to suppress commodity revenue streams.

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  • Compliance risk for commodity traders remains elevated due to the increased scrutiny of the shadow fleet and the potential for secondary sanctions on international actors facilitating the illicit transport of sanctioned crude oil and petroleum products.

Incoterms 2020 defines the essential responsibilities, costs, and risks for buyers and sellers in the international and domestic delivery of goods, standardizing commercial contract clauses globally. These rules, published by the International Chamber of Commerce (ICC), ensure clarity in critical activities like export clearance, carriage obligations, and the precise point of risk transfer between the two parties. A fundamental change in Incoterms 2020 was the clarification of appropriate levels of insurance coverage for the CIF (Cost, Insurance, and Freight) and CIP (Carriage and Insurance Paid To) rules, mitigating financial exposure for the cargo owner during transit. A significant structural update in Incoterms 2020 was the renaming of DAT (Delivered at Terminal) to DPU (Delivered at Place Unloaded), providing flexibility for the delivery point to be any agreed-upon location, not strictly a terminal.