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Notes on commodity price risk, forecasting, and the strategic purchaser, from the team building MetalAlert.

10 September 2026 · Field notes · 6 min read

How a large steel wholesaler went from “fluffy AI vision” to a steel-price model people actually use

A write-up of Andrea Krogdal's GAIA talk: why the team reframed price prediction as classification, how they sold it to management, and the buying decision that paid back 13% of the project cost. Plus what it means for any volatile-commodity desk.

Read the write-up →