Our Mission
Often the fatal mistake in risk management is to ask the right question, only to fall prey to lazy assumptions that promote the wrong answer. The consequences for such misdiagnosis can be grave.
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Our research and strategy services solve this problem.
Our Story
Blacklight Research, LLC provides independent research services to senior leaders of corporations, institutional investment firms, and sovereign governments.
We gave this name to our company because "blacklight" is a forensic tool that finds valuable clues that are in the public space but hidden from normal sight.
We are a research firm, not an investment adviser. We do not provide any investment advice. We do not manage, hold, or invest funds for clients. We produce timely knowledge and actionable ideas.
We specialize in natural resource economics, global markets, geopolitics, and strategy. More precisely, we study energy, metals, materials, water, and food markets across their full supply chains and then project how their interplay may evolve into the future.
We are experts in risk. Our research is widely recognized for its high quality, originality, and commitment to impartial, fact-based analysis and forecasting.
Our method blends both fundamental and technical analysis. But we find that what clients value most is our talent to consistently pull signal from noise. We ask the right questions at the right time for the right reasons to get to the right course of action.
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We filter massive quantities of disparate information to locate and polish nuggets of commercially-valuable insight.
Blacklight's managing partner is co-founder Colin P. Fenton. He presently also serves as a senior managing director at 22V Research, where his team provides a steady diet of market commentary to the world's largest institutional investors in commodity futures markets and commodity-related equities, currencies, and bonds.
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Previously, Colin was a managing director, the global head of commodities research, and chief commodities strategist for J.P. Morgan Chase & Co. There, he was a member of the management committee that supervises the work of about one thousand research analysts worldwide across all asset classes and sectors.
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Colin has served as a managing director at Duquesne Capital Management, chief intelligence officer of Ospraie Management, and founder and managing partner of Curium Capital Advisers. He began his Wall Street career in 1996 as an original member of the commodities research group at Goldman, Sachs & Co. Before joining Goldman, Colin was the research assistant to Ambassador Chester A. Crocker, the former U.S. assistant secretary of state for African Affairs.
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Colin is a frequent presenter and interviewer in forums focused on global markets and the path to a prosperous and peaceful future.
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Colin holds a Master of Science in Foreign Service (MSFS) degree from Georgetown University's Edmund A. Walsh School of Foreign Service. He is presently serving a three-year term on the Board of Advisors for the MSFS program. Previously, he was a Non-Resident Fellow at Columbia University's School of International and Public Affairs (SIPA) in the Center on Global Energy Policy (CGEP).
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Colin is also a graduate of Princeton University, where he studied early modern history.
