How to Evaluate a Commodities Trading Company?

Hi, I am interviewing for a role that involves potential investments in trading firms (commodity or equity). Would you know of any practical book or resource that I could use to educate myself on the principles of modelling such investments, on the key value sources and on how to project risk asdjusted returns and synergies such as hedging in portfolios with OTC instruments. Any tips or guidelines would be extremely appreciated.

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