Katusa Investment Insights

Oil’s Goldilocks Moment—And Who Gets Paid

303 billion barrels changed hands last week. Oil barely moved.

Oil is Flashing the Same Signal It Did Before the 2014 Crash

The Calm Before Oil’s Next Contango Trade.

The Silent Rotation of 2026

“You Can’t Print Energy” & Other Trends You Have to Watch.

The Index Bomb Set to Blow in 3 Weeks

Do you own this?

Big Mistake: This Wasn’t in the Lithium Models Before

Albemarle's CEO Called It "The Big Surprise." Here's What He Saw.

Silver’s “Cooling Failure” Cover Up

The London Loophole, The "Glitch" and Why the CME went dark.

Why Your Gas Bill Is 5x HIGHER Than it Should Be

America became Europe’s Gas Station, and you’re paying.

Data Centers, Dead Mines, and the Moment Copper Stops Playing Nice

The $60 Million Line Item Every AI Data Center Can’t Build Without

The Addiction That’s About to Break America

The Day the World's Central Banks Stopped Trusting Paper.

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