Renegade Resources

AI Capex Doesn't Care About the Strait Today. Mid 2027 is a Different Story

The Nasdaq printed a fresh all time high above 29,300 today with the Strait of Hormuz still closed.

May 8 • Tracy (Chi)

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The Hormuz Cascade, Tier Two

The Next 15 Industries to Reprice.

May 3 • Tracy (Chi)

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April 2026

UAE Exits OPEC: Reasons and Implications

A breakup years in the making, accelerated by a war the UAE didn't start and a revenue model under pressure on three fronts at once

Apr 28 • Tracy (Chi)

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Six Months, If We're Lucky: The Arithmetic of Reopening the Strait of Hormuz

The Pentagon told Congress on April 22 what the Navy has known since late March and refused to say out loud.

Apr 24 • Tracy (Chi)

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The $100 Billion Muni Sector Where Corporate Credit Risk Wears a Tax-Exempt Wrapper

How Private Credit Contagion Is Reaching Municipal Bonds Through Prepaid Energy Deals

Apr 9 • Tracy (Chi)

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March 2026

Middle East Production Offline: Current Status, Restart Timelines, and Well Damage Risk

March 30, 2026 Strait of Hormuz: Effectively closed since March 1, 2026 (29 days)

Mar 30 • Tracy (Chi)

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Gold: Anatomy of a Selloff

Paper Liquidation, Dubai Logistics, and the Case for Physical Accumulation

Mar 22 • Tracy (Chi)

54

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The G-7 SPR Bluff: Why 300 to 400 Million Barrels Changes Nothing

The arithmetic of strategic reserves against a physical supply crisis that dwarfs every tool in the toolkit

Mar 10 • Tracy (Chi)

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Everyone's Watching Fertilizer Stocks. The Real Hormuz Agriculture Trade Is in South America.

The asymmetric opportunities are two South American companies nobody is watching, one of which just acquired the continent's largest urea producer three…

Mar 7 • Tracy (Chi)

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Strait of Hormuz Crisis: Oil, Gas, Fertilizer, and the Industrial Chemical Cascade Nobody Is Mapping

March 5, 2026 Threat Assessment

Mar 5 • Tracy (Chi)

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The Strait Isn't Closed. The Insurance Is.

On February 28, the United States and Israel launched coordinated strikes on Iran.

Mar 2 • Tracy (Chi)

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February 2026