Renegade Resources

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)

49

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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

January 2026

The Strong Dollar Lie

On January 27th, Donald Trump looked at a dollar sliding to four-year lows and said “I think it’s great.” Treasury Secretary Scott Bessent went on CNBC…

Jan 29 • Tracy (Chi)

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THE ARCTIC RACE: HOW RUSSIA AND CHINA POSITIONED WHILE THE WEST SLEPT

The Flag That Changed Everything

Jan 18 • Tracy (Chi)

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Silver: The Old Pricing Regime is Breaking Down

What Does It Mean When Physical Costs More Than Paper?

Jan 15 • Tracy (Chi)

42

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Uninvestable: Why Big Oil Is Apprehensive About Trump's Venezuela Deal

So here is what we know so far:

Jan 10 • Tracy (Chi)

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The Venezuelan Oil Narative is PURE THEATRE

The Real Reason the Pentagon Approved Venezuela: Critical Minerals and Adversary Expulsion

Jan 3 • Tracy (Chi)

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December 2025

The Seven Year Wait: How Grid Bottlenecks Are Forcing AI's Bet on Power Source

The US electric grid is hitting a fundamental capacity wall on data center power.

Dec 31, 2025 • Tracy (Chi)

25

The Great Contango Delusion: Why Oil Markets Are Pricing in a Surplus That Does Not Exist

The oil futures curve you’re looking at represents one of the most profound mispricing events in commodity markets.

Dec 20, 2025 • Tracy (Chi)

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