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OK, I ran the silver math: the conspiracy theorists wrong (shocking)

Regional Bank Stress Something that Everyone is Overlooking

Black Friday 2025: Strong Sales Mask Growing Consumer Stress

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

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

OMG The Sky is Falling on Gold Miners

Why is gold price surging and oil price tanking

Presentation from the November 2024 New Orleans Investment Conference

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

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

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

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

US Aluminum and Steel Tariffs are at 50%

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

India/Pakistan

Bandar Abbas Port Explosion and Its Significance to Global Oil Trade

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

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

Thoughts on China Reciprocal Tariffs on US Energy

Everyone saw that post today

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