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Daily Journal archiveLuke Gromen – founder and president of Forest for the Trees (FFTT) – makes the case for “peak cheap gold,” and why it implies much higher gold prices from here (from FFTT Tree Rings on June 16)…
Read articleIf you’re only watching gold priced in U.S. dollars, you could be missing a lot (from McClellan Financial Publications on June 21)…
Read articleU.S. oil drilling has been moving significantly lower this year as shale producers pull back (from Bloomberg on May 19)…
Read articleGlobal “ESG-friendly” consulting firm McKinsey & Company gives the “green light” to an expansion of nuclear power generation (from McKinsey Sustainability Insights on May 22)…
Read articleElectric grid watchdog warns two-thirds of the U.S. is at risk of blackouts this summer (from The Wall Street Journal on May 26)…
Read articleNatural resource investment firm Goehring & Rozencwajg believes conventional oil production has “unequivocally” peaked (from Goehring & Rozencwajg’s Natural Resource Market Commentary – First Quarter 2023 on May 31)…
Read articleExxon Mobil is betting new technology can double oil production from shale wells (from BNN Bloomberg on June 1)…
Read articleBloomberg senior energy reporter Stephen Stapczynski notes global demand for liqiud natural gas (LNG) could surprise to the upside later this year (from SStapczynski via Twitter on June 1)…
Read articleA look at the recent OPEC+ oil production cuts, and what they could mean for the oil market in the months ahead (from BisonInterests via Twitter on June 7)…
Read articleThe untold sums spent on so-called “green energy” have had no impact on the dominance of natural gas in U.S. electricity generation (JohnArnoldFndtn via Twitter on June 7)…
Read articleElectric vehicles are unlikely to make a dent in global oil demand for years under even the most optimistic scenario (from Trader Ferg on June 9)…
Read articleHarris “Kuppy” Kupperman – manager of hedge-fund Praetorian Capital – explains why investors waiting for a “breakout” in uranium could be in for a surprise (from Kuppy’s Korner on June 11)…
Read articleVisualizing the world’s largest steel-producing countries (from Visual Capitalist on May 18)…
Read articleWhy copper could see an unprecedented bull market in the years ahead (from Bloomberg on June 7)…
Read articleCommodities appear “deeply oversold” relative to equities (from The Daily Shot on June 7)…
Read article“Smart money” positioning in the futures markets suggests copper prices could be nearing a low (from McClellan Financial Publications on June 8)…
Read articleBank of America’s latest survey of global fund managers suggests virtually no one is bullish on commodities today (from the Financial Times on June 13)…
Read articleAgricultural commodities are moving sharply higher again, suggesting food price inflation will soon follow (from TaviCosta via Twitter on June 15)…
Read articleGlobal copper inventories are well below their seasonal 10-year average today (from PauloMacro via Twitter on June 21)…
Read articleBitcoin continues to gradually “decouple” from the stock market again (from ecoinometrics via Twitter on June 5)…
Read articleA majority of U.S. crypto exchange Coinbase’s revenue could be at risk as a result of the Security and Exchange Commission’s (SEC) crypto crackdown (from NotChaseColeman via Twitter on June 5)…
Read articleWhy the SEC is targeting crypto exchanges now (from The Guardian on June 6)…
Read articleU.S. lawmakers urge the Internal Revenue Service and Treasury Department to release new crypto tax rules (from Coindesk on June 7)…
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