Calls
2
Michael Haigh
Head of Commodities Research, Societe Generale
Win Rate
100.0%
return
+10.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$79.00
+14.8%
Copper looks great, supported by increasing military expenditures, stockpiling, and AI infrastructure demand. Marginal production cost is around $10,000 vs. a price of $13,000. Any tariff-related selloff would be a buying opportunity.
Commodities
Long
Jul 22
$133.44
+6.4%
Oil market asymmetry is to the upside now. Traditional inventory models are broken, and the options market points to significantly higher prices. Scenarios of elevated fighting support further upside, and the probability of a full resolution is tiny.
Commodities
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Michael Haigh has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: COPPER, BNO.
