The commodity literature is mostly about the traders and trading houses, because the physical merchants, not the exchanges, are where the returns come from.
How futures, options and swaps work and how to price and hedge them.
Glencore, Vitol, Trafigura and Cargill; the definitive book on the trading houses.
The family-owned firms, from Cargill to Bunge, that controlled the world grain trade.
Recommended by: Mohnish Pabrai
Why years of low prices and Chinese demand set up a long commodity bull market.
Recommended by: Mohnish Pabrai
Marc Rich, the founder of modern commodity trading.
Recommended by: Mohnish Pabrai
Six materials the world runs on, sand, salt, iron, copper, oil and lithium, traced.
Commodity desks at banks and funds after the 2008 boom.
Second edition 2017 with Mark Etzkorn, titled A Complete Guide to the Futures Market.
Practitioner primer on futures mechanics and hedging.
A guide to commodity investing and to spotting its opportunities.
Recommended by: Mohnish Pabrai
Recommended by: Mohnish Pabrai