“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. Our research and strategy services solve this problem.
Clues in the Public Space, Hidden From Normal Sight
Blacklight Research, LLC provides independent research services. 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 and publisher, not an investment adviser. We specialize in natural resource economics, global markets, geopolitics, and strategy. Our research is widely recognized for its high quality, originality, and commitment to impartial, fact-based analysis and forecasting.
We ask the right questions at the right time for the right reasons to get to the right course of action.
Independent Research on the Physical Markets that Underlie the Digital Economy
Ready access to proprietary data
Our market navigation skills rely on many analytic tools, but among the most valuable are those we design and develop ourselves. Members of our platform have ready access to our exclusive data observations and forecasts.
See what members getBest-in-class analysis and forecasting
Our analyses and forecasts are differentiated, cogent, and actionable. Our work is independent, dispassionate, and results oriented. We are often contrarians but not for argument’s sake. We do look for stress points others have missed.
Strategic briefings
Each of our principals has decades of experience briefing institutional investors, C-suites, and boards of directors on risk management and strategic planning in commodity markets. Clients span the world.
Keynote speaking
Colin Fenton is a frequent keynote speaker at financial conferences, industry forums, and corporate events, for audiences small and large on six continents. We welcome inquiries about his availability for your event.
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Colin P. Fenton
Co-Founder and Managing PartnerPreviously, Colin was a managing director, the global head of commodity research, and chief commodity strategist for J.P. Morgan Chase & Co.
He began his Wall Street career in 1996 as an original member of the Commodity Research Group at Goldman, Sachs & Co., where he was the first analyst assigned to the GSCI. His career also includes Duquesne Capital Management and Ospraie Management.
Colin holds a Master of Science in Foreign Service (MSFS) degree from Georgetown University’s Edmund A. Walsh School of Foreign Service, where he serves on the MSFS Board of Advisors. He is also a graduate of Princeton University, where he studied early modern history.