News

WHY THE OIL TANKS HAVE NOT RUN DRY… BUT WORST STILL YET TO COME: Including A Brief Precious Metals Update

At the start of the Middle East Crisis, many oil analysts forecasted a major disruption to the Global Oil Market by the end of the summer… so what happened?  Why haven’t the oil tanks run dry?  Good question, which I believe the analysis from Goehring & Rozencwajg is worth sharing…

Continue Reading




U.S. SHALE OIL & GAS PRODUCTION UPDATE AUG 2026: What’s Going On & Is The Permian Showing Signs Of Peaking??

What’s going on with U.S. Shale Oil & Gas Production, and is the Permian finally showing signs of peaking??  Well, according to the most recent data, total U.S. shale oil production is about the same as it was a year ago… this certainly doesn’t look good at all.  And what about U.S. shale gas production…

Continue Reading

METALS & MARKET UPDATE AUG 8th 2026: Metals Continue To Breakout & Will They Decouple From The Markets When The AI Bubble Pops?

I decided it was a good time to do a Metals & Market Update as gold and silver continue to break out higher.  Also, one of my biggest concerns is whether the precious metals will correct lower or decouple from the broader markets when the AI Bubble POPS??  It’s not a matter of “IF” but “WHEN” the AI Bubble will pop…

Continue Reading