Julian Merrick spent fifteen years as a commodities strategist covering metals, mining, and agriculture. At Trade Engine he focuses on the cash cost curve, project pipelines, and how currency and policy shape export competitiveness. Readers get cycle guides that connect inventories, grades, and capex discipline to price durability and equity sensitivity. Julian’s notes have been cited in commodity journals and he has hosted briefings on permitting, royalties, and mine sequencing. He writes with a practical bias toward balance sheets and life-of-mine math, highlighting where consensus underestimates supply response. Away from earnings seasons, he visits sites and conferences to keep his models grounded in field realities.