Need guidance for my MSc thesis on Commodities

Good afternoon,

I hesitate between several subjects for my thesis
-Options strategies in commodities (arbitrage, paper & physical trading) . As I like metals and energy maybe I could get spectific on a particular product.
-Hedging strategies in commodities/oil/gas/copper/aluminium ...
-or something more controversial like how the global geopolitical instability (middle east, russia, china etc.) impact oil and gas supply and demand.

I wish to leverage it during my future discussions/interviews with peoples from this industry
Thank you

 

I would say go the geopolitical instability route; but then go to tier 2 and choose something very second level micro in that regards. Think how the global geopolitical instability affects "commodity x" by affecting "oil and gas supply and demand".

"It is better to have a friendship based on business, than a business based on friendship." - Rockefeller. "Live fast, die hard. Leave a good looking body." - Navy SEAL
 

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