Jacob Shapiro

Global Macro Adviser - The Strategic Funds Jacob L. Shapiro is a geopolitical analyst with over 10 years of experience providing clients with the context, foresight, and extensive analysis they need to solve for the unknown and enhance their understanding of global and regional affairs. He is the founder and chief strategist of Perch Perspectives, a human-centric business and political consulting firm that applies geopolitical expertise to business strategy for Fortune 500 companies and governments. Formerly, he was the director of analysis at Geopolitical Futures and a Middle East analyst at the global intelligence firm Stratfor. A loyal student of history and geography, Jacob wields both in order to empower his clients to make accurate, informed decisions and gain a more holistic view of the events and issues that impact them. Jacob always maintains a distinctly global focus in his work, but he also has extensive experience tackling problems in supply chain, agriculture, technology, and energy markets.
Commodity & Infrastructure Insights

Corn Prices Will Remain High

Jacob Shapiro -
While wheat prices have garnered significant attention since the Russian invasion of Ukraine, corn has arguably been the agricultural commodity most affected by the war. In 2021, Ukraine was the third-largest corn exporter in the world, accounting for 11.4 percent of global exports.
Commodity & Infrastructure Insights

Is Mining the Next Shale?

Jacob Shapiro -
Before there were Saudis – there were Texans. In 1948, U.S. oil production and reserves accounted for 64 percent and 34 percent of the global total. Texas was the largest U.S. producer by far, accounting for 45 percent of total U.S. production.
Commodity & Infrastructure Insights

Let’s Talk About Gold

Jacob Shapiro -
Gold will always have a seat at that table, not because it is a commodity, but because it has an indefinable characteristic that has made humans value it for millennia – and hopefully for millennia more to come.
Commodity & Infrastructure Insights

The Future of Platinum-Group Elements after Russia’s War in Ukraine

Jacob Shapiro -
It is common knowledge that Russia is a major exporter of oil and natural gas. Just the fear of disruption of Russian energy exports has sent oil and natural gas markets into a tizzy. Russia, however, is not just a Slavic Saudi Arabia.
Commodity & Infrastructure Insights

The Cotton is High – Literally

Jacob Shapiro -
The last time cotton prices were this high was 2011 – when futures breached a previously unthinkable $2 a pound. That is the highest cotton prices have ever gone on record – even above the price that cotton reached during the American Civil War. But just because cotton isn't setting records doesn't make its sudden and unexpected price surge unremarkable.
Commodity & Infrastructure Insights

Get Ready for Coal in Your Stocking This Year

Jacob Shapiro -
One of our fundamental theses for the decade ahead is that the world is at the outset of a massive energy transition away from fossil fuels in favor of renewables. That is the reason we focus on commodities like copper and nickel, both of which are widely used metals for which demand will increase due to their import to renewable energy technologies.
Commodity & Infrastructure Insights

Get Ready for Coal in Your Stocking This Year

Jacob Shapiro -
One of our fundamental theses for the decade ahead is that the world is at the outset of a massive energy transition away from fossil fuels in favor of renewables. That is the reason we focus on commodities like copper and nickel, both of which are widely used metals for which demand will increase due to their import to renewable energy technologies.
Commodity & Infrastructure Insights

Why Iron Ore Prices Mean More Than You Think

Jacob Shapiro -
If you were a commodities-focused investor and had success over the last decade, iron probably had something to do with your performance. Indeed, according to this chart from S&P Global Platts below, iron ore futures "drastically" outperformed most other metals and mining equities since 2015.
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