Renegade Resources

There is Refined Products Crisis in the US and It Now Has a New Accelerant that Markets Aren’t Pricing In

There is refined products crisis and it has a hidden accelerant that markets aren’t pricing: data centers are creating massive new structural demand for…

Nov 21 • 

Tracy (Chi)

7

30 Days to Dismantle Global Fuel Infrastructure: Treasury's Lukoil Deadline Threatens Supply From Bulgaria to Brooklyn

Picture this: you have 22 days to sell a multibillion dollar refinery that supplies 80 percent of a country’s fuel, complete due diligence across three…

Nov 16 • 

Tracy (Chi)

9

October 2025

OMG The Sky is Falling on Gold Miners

Gold Mining Operating Margins at $4,000 Gold Price

Oct 25 • 

Tracy (Chi)

8

Why is gold price surging and oil price tanking

It is beyond the obvious narrative

Oct 18 • 

Tracy (Chi)

7

August 2025

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

1

US Aluminum and Steel Tariffs are at 50%

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

Jun 5 • 

Tracy (Chi)

2

1

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