Renegade Resources

Presentation from the November 2024 New Orleans Investment Conference

At the New Orleans Investment Conference in November 2024, I offered actionable recommendations centered on the future of O&G midstream, nuclear, and…

Aug 17 • 

Tracy (Chi)

5

1

July 2025

The Tale of Two Curves: Is the WTI Curve Predicting a Slowdown in US Shale Production?

The crude oil futures curves are telling two different stories right now.

Jul 27 • 

Tracy (Chi)

6

Why OPEC+'s 548K Barrel Production Boost Should Not Be Viewed as Bearish

The Fundamentals Tell a Different Story Than the Headlines Suggest

Jul 5 • 

Tracy (Chi)

3

The Rare Earth Reconfiguration: Analyzing America's Path Beyond Chinese Dependence

An investment perspective on the structural shift in critical materials supply chains

Jul 1 • 

Tracy (Chi)

2

June 2025

Iran Has the Ability to Close the Strait of Hormuz...But Will They?

Let's take a dive into history

Jun 22 • 

Tracy (Chi)

12

US Aluminum and Steel Tariffs are at 50%

So what does this mean and how can you position yourself?

Jun 5 • 

Tracy (Chi)

2

May 2025

The Reality of America's Energy Future: Why Nuclear and Natural Gas Outshine Renewables

The Trump administration's recent energy policy shifts represent a necessary course correction rather than a threat to America's energy future.

May 29 • 

Tracy (Chi)

6

India/Pakistan

The recent India-Pakistan tensions have highlighted significant energy security vulnerabilities for both countries, though with asymmetric impacts.

May 18 • 

Tracy (Chi)

6

April 2025

Bandar Abbas Port Explosion and Its Significance to Global Oil Trade

The Incident

Apr 27 • 

Tracy (Chi)

7

March 2025

What do steel tariffs mean for the oil industry in the US ....Trump retaliation to Doug Ford

Ontario Premier Doug Ford announced 25% tariffs on energy exports to the US March 10th, 2025

Mar 11 • 

Tracy (Chi)

4

February 2025

This week in metals, energy, equities, rates and softs

Metals, Energy, Equities, Rates and Softs

Feb 22 • 

Tracy (Chi)

7

Thoughts on China Reciprocal Tariffs on US Energy

China imposed a 15% tax on coal and liquefied natural gas and a 10% tax on crude oil as a retaliation to Trump's tariffs

Feb 12 • 

Tracy (Chi)

9