ref to my previous question here:
Physical commodity trading quantitative risk return model I am currently new to commodities and physical trading. I have currently narrowed down my area of analysis to spot transactions, and am looking for physical spot trade analytics. The closest I have come to any reading/examples is this masters thesis:
Commodity market modeling and physical trading strategies (2010), by Per Einar Ellefsen
Does anybody know of any basic principles/writers/articles I can read on the quantitative aspects of physical spot trading?