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

The Nuclear Option

Jacob Shapiro -
For most of the year, uranium prices have trudged along unremarkably. Then, in August, uranium prices went "to the moon". In the span of a month, the uranium spot price surged 70 percent. Prices have since come back down to earth, but as of this writing, are still over 30 percent above their price on August 16th. That is still far below previous spikes in 2008 and 2011, but overall uranium seems to have broken its downward trend.
Commodity & Infrastructure Insights

Making Sense of Natural Gas Prices

Jacob Shapiro -
What a difference a year can make. In 2020, natural gas prices declined to multi-year lows. According to BP's 2021 Statistical Review of World Energy, prices at U.S. Henry Hub averaged $1.99/mmBTU – the lowest since 1995. Asian LNG prices, meanwhile, declined to their lowest level on record ever.
Commodity & Infrastructure Insights

Making Sense of Natural Gas Prices

Jacob Shapiro -
What a difference a year can make. In 2020, natural gas prices declined to multi-year lows. According to BP's 2021 Statistical Review of World Energy, prices at U.S. Henry Hub averaged $1.99/mmBTU – the lowest since 1995. Asian LNG prices, meanwhile, declined to their lowest level on record ever.
Commodity & Infrastructure Insights

What A Coup in Guinea Really Means for Aluminum

Jacob Shapiro -
Our series on critical mineral commodities is focused on the future. We are looking at long-term supply and demand fundamentals, cutting edge technological uses, and potentially brittle supply chains to serve food for thought for savvy macro investors. Of course, we are also pulling back the curtain, if ever so slightly, on some of our own internal process for considering these issues.
Commodity & Infrastructure Insights

Nickel For Your Thoughts

Jacob Shapiro -
Nickel and the various compounds derived from it are essential to modern manufacturing practices. Among nickel’s extensive virtues are its high melting point, its natural resistance to corruption, and the ease with which it can be combined with other elements to perform alloys.
Commodity & Infrastructure Insights

Nickel For Your Thoughts

Jacob Shapiro -
Nickel and the various compounds derived from it are essential to modern manufacturing practices. Among nickel’s extensive virtues are its high melting point, its natural resistance to corruption, and the ease with which it can be combined with other elements to perform alloys.
Commodity & Infrastructure Insights

Copper: The Red Metal of the Future or Runt of the Portfolio?

Jacob Shapiro -
Humans have been using copper for millennia. Due to its malleability, high thermal conductivity, resistance to corrosion, and most importantly, its occurrence in nature in a directly usable metallic form, copper usage was an early mark of civilization and a necessary step on the path to the bronze and iron ages.
Commodity & Infrastructure Insights

How to Navigate a Commodities Multiverse…

Jacob Shapiro -
“Commodity” is a strange word. It is derived from the Latin word commoditas, meaning roughly “advantage,” and came into English by way of the French commodité, meaning an amenity or convenience.
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