Saurabh Lele, Senior Commodities Analyst


Saurabh Lele is a vice president and senior commodities analyst for the macro strategies group at Loomis, Sayles & Company. He joined Loomis Sayles in 2012 as a commodities analyst from FBR Capital Markets, where he was a senior research associate in the energy research division. Saurabh earned a BE in mechanical engineering from the University of Mumbai and an MBA from Texas A&M University.

Recent Posts

A Trump White House: Potential Impact on Commodities

Posted by Saurabh Lele, Senior Commodities Analyst on Nov 18, 2016 5:00:00 PM

Many of the policies President-elect Trump discussed on the campaign trail align with current and past GOP tendencies but others seem diametrically opposed to GOP DNA.  

How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global commodity prices.

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Topics: Commodities

Oil Outlook for the Remainder of 2016

Posted by Saurabh Lele, Senior Commodities Analyst on Sep 14, 2016 10:00:00 AM

I believe oil prices will likely remain under pressure through the end of the year. There has been exceptional growth in demand for oil over the last 12 months, but inventories have refused to budge as supply remained elevated. US supply has been falling but until recently has been largely offset by higher OPEC production (i.e. Saudi Arabia, Iraq and Iran).

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Topics: Commodities

Mid-Year Commodities Update: Is It Time To Buy?

Posted by Saurabh Lele, Senior Commodities Analyst on Jul 21, 2015 11:00:00 AM

Editor's Note: This post was originally published on July 21, 2015 and has been updated for freshness, accuracy, and comprehensiveness. Any opinions or forecasts in this post reflect the subjective judgments and assumptions of the author as of July 2015.

Commodities have been falling, mainly due to concerns over the Chinese stock market crash, economic turmoil in Greece and the recent Iran nuclear deal. So could this be a good time to buy commodities?

Not all of them. Here’s my updated forecast:

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Topics: Macro Strategies, Commodities

Oil Prices: 4 Factors to Watch as Iran Increases Energy Exports

Posted by Saurabh Lele, Senior Commodities Analyst on May 29, 2015 12:30:00 PM

Editor's Note: This post was originally published on May 29, 2015 and has been updated for freshness, accuracy, and comprehensiveness. Any opinions or forecasts in this post reflect the subjective judgments and assumptions of the author as of May 2015.

Iran eagerly awaits the opportunity to escalate its oil exports. A final agreement on the country's nuclear capabilities is expected this summer: we believe that sanctions will start to be peeled back and Iran will be able to increase production. Within 12 -18 months, they will likely be producing an additional one million barrels per day. It’s also likely that Saudi Arabia, now producing well above its quota [i], will be called on by OPEC members to reduce its production in order to accommodate Iran's higher output.  Read More

Topics: Commodities

Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.


 

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