CASC

Commodities and Shipping Club


Every CASC member joins a desk. Each desk is run by student desk heads, publishes analyst briefs, and covers its corner of the physical commodities world from production to freight.

01

Energy Desk

Energy

Where the barrel goes, and what it costs to get there.

Desk heads

  • Aman Desai

    Aman Desai

    Head of Energy

  • Heet Kothari

    Heet Kothari

    Head of Energy

Coverage

01Crude oil: Brent, WTI and regional grade differentials
02Refined products: diesel, gasoline and jet cracks
03Natural gas and LNG: Henry Hub, TTF, JKM
04NGLs and petrochemical feedstocks
05Power markets and the energy transition
06OPEC+ policy, strategic reserves and sanctions

What analysts do

  • Track inventories, refinery runs and term structure
  • Model crack spreads and arbitrage windows
  • Brief the club on geopolitics moving supply
02

Metals Desk

Metals

From the mine to the LME warehouse.

Desk heads

  • Thomas Landrove

    Thomas Landrove

    Head of Metals

  • Luka Dolidze

    Luka Dolidze

    Head of Metals

Analysts

  • Gaangey Goenka
  • Jonny Isakov
  • Enzo
  • Misha
  • Gabriel
  • Mikael Abkarov

Coverage

01Copper, aluminium, nickel and zinc
02Gold, silver and the precious complex
03Battery metals: lithium and cobalt
04Iron ore and steel
05Exchange stocks, cancelled warrants and spreads
06Chinese demand and smelter economics

What analysts do

  • Follow LME/COMEX curves and warehouse flows
  • Read mine supply disruptions and TC/RCs
  • Connect industrial data to price signals
03

Agriculture Desk

Agriculture

Weather, yields and the global food trade.

Desk heads

  • Sehaj Chadha

    Sehaj Chadha

    Head of Agriculture

Coverage

01Grains: corn, wheat and rice
02Oilseeds: soybeans, meal, oil and palm
03Softs: sugar, coffee and cocoa
04Fertilizer: nitrogen, phosphate and potash
05WASDE balances and crop progress
06Biofuels policy and trade flows

What analysts do

  • Build supply and demand balance sheets
  • Track weather risk across growing regions
  • Follow the trading houses moving the crop

Latest briefs

First briefs coming soon.

04

Shipping Desk

Shipping

Freight is the price of distance.

Desk heads

  • Theo Efstathiou

    Theo Efstathiou

    Head of Shipping

Analysts

  • Andrew
  • George Spyrou
  • Kai
  • Vihaan
  • Emily
  • Brittany

Coverage

01Tankers: VLCC, Suezmax, Aframax and product carriers
02Dry bulk: Capesize, Panamax and Supramax
03Containers: spot, contract and schedule reliability
04Forward freight agreements (FFAs) and the Baltic indices
05Chokepoints: Hormuz, Suez, Panama and Bab el-Mandeb
06Fleet supply, orderbook and ship values

What analysts do

  • Read freight rates as a commodity signal
  • Map vessel flows and port congestion
  • Cover listings, S&P deals and the tanker cycle