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Oil

Every issue, report and note from Katusa Research, newest first.

Oil

Remembering a Day the Earth Stood Still

On April 26, 1986 radiation alarms went off at the Forsmark Nuclear Plant in a remote Swedish village. Here’s what happened next…

May 7, 20214 min read
Oil

Nuclear Winter: There Will be Power

This week a major winter storm ripped across most of the eastern United States. What happened and what’s the solution.

February 19, 20215 min read
Oil

Is Big Oil the New Tobacco?

Cigarettes have been an enormous source of tax revenue for the governments. Post-pandemic, governments are going to require new “alternative” sources of tax revenue.

December 18, 20205 min read
Oil

Market Bloodbath: The End of Oil?

Oil stocks were decimated this past week. Markets panicked down further. Is this a value trap or an incredible buying opportunity?

March 13, 20207 min read
Macro

China Sneezes and the World Catches Pneumonia

Coronavirus is already having ramifications for many commodities. The oil market has done a complete reversal in the span of 40 days. Liquified Natural Gas (LNG) has been decimated. This presents opportunities for crisis investing.

February 14, 20203 min read
Agriculture

The Most Important Resource on the Planet

There are some big gains to be made in controlling this resource in the right jurisdictions. In fact, it is probably the most “emotionally” influenced resource on the planet.

August 9, 20197 min read