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Commodity

Why Braskem (BAK) Is the Most Controversial Chemical Stock Right Now
Company Description
 • Aurelion Research
Is It Too Late to Buy Petrobras (PBR)?
We believe Brazilian equities are ready to run
 • Aurelion Research
Our Highest-Conviction Product Tanker Idea
Strong Cash Generation in a Tight Market
 • Aurelion Research
LandBridge: The Permian Power Monopoly
LandBridge offers investors a blend of near term exposure to Permian Basin activity and longer term upside tied to the broader use of its land position.
 • Aurelion Research
Our Highest-Conviction Crude Tanker Idea
We have repeatedly stated that we are and remain bullish on crude oil tanker equities and on the crude tanker market through 2026.
 • Aurelion Research
The Next Big Nickel Story in North America
Why a C$300M valuation doesn’t match a multi-billion-dollar project
 • Aurelion Research and Case Resources
Gold: Is $4,000 the New $2,000?
A lasting repricing in a world of debt, policy fatigue, and shifting trust.
 • Aurelion Research
Unlocking a Tier-One Copper Asset at 0.10x NAV
Koryx Copper (KRY) - Initiation of coverage report
 • Aurelion Research and Case Resources
Oil Producer at 2x Earnings with 12% Yield
5 Years of Discipline, Growth, and Shareholder Returns
 • Aurelion Research and Leo
FRO - Equity Research Report (Oct. 2025)
Leading crude-tanker exposure with sustained cash returns
 • Aurelion Research
DHT - Equity Research Report (Oct. 2025)
Efficient crude-oil tanker operator with visible cash generation
 • Aurelion Research
TPZ - Equity Research Report (Oct. 2025)
Stable Cash Flow and Natural Gas Exposure
 • Aurelion Research
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