Archive
Research
Copper at $6: The Squeeze Has Just Begun
The 10 million tonne hole nobody’s plugging.
January 23, 20265 min read
Buckle Up: Silver Miners are Pushing Towards 150% Margins
Silver Stocks are climbing. Analysts are revising their models.
January 16, 20265 min read
Oil’s Goldilocks Moment—And Who Gets Paid
303 billion barrels changed hands last week. Oil barely moved.
January 9, 20265 min read
Oil is Flashing the Same Signal It Did Before the 2014 Crash
The Calm Before Oil’s Next Contango Trade.
January 2, 20265 min read
The Silent Rotation of 2026
“You Can’t Print Energy” & Other Trends You Have to Watch.
December 26, 20255 min read
Big Mistake: This Wasn’t in the Lithium Models Before
Albemarle’s CEO Called It “The Big Surprise.” Here’s What He Saw.
December 12, 20254 min read
Silver’s “Cooling Failure” Cover Up
The London Loophole, The “Glitch” and Why the CME went dark.
December 5, 20254 min read
Why Your Gas Bill Is 5x HIGHER Than it Should Be
America became Europe’s Gas Station, and you’re paying.
November 28, 20255 min read
Data Centers, Dead Mines, and the Moment Copper Stops Playing Nice
The $60 Million Line Item Every AI Data Center Can’t Build Without
November 21, 20254 min read
The Addiction That’s About to Break America
The Day the World’s Central Banks Stopped Trusting Paper.
November 14, 20255 min read
