November 2023

TEXAS SHALE OIL INDUSTRY HIT THE RED QUEEN SYNDROME: The Tremendous Efficiency Gains Are An Illusion

While the market is celebrating record production from the Great U.S. Shale Oil Industry, the tremendous efficiency gains are nothing more than a mere ILLUSION.  In reality, the Texas Shale Oil Industry has hit the RED QUEEN SYNDROME…

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American Peak Gasoline & Diesel Demand Is Likely In The History Books

When a country peaks in its liquid fuel demand, this typically points to the inevitable plateau in “Real Economic Growth.”  This seems to be true for Americans, as U.S. gasoline and diesel consumption per capita peaked more than 15 years ago… regardless of the massive money printing by the U.S. Government…

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GOLD MINING INDUSTRY MASSIVE COST OF SALES INFLATION: World’s Largest Gold Mining Company’s Costs Surge

Investors have no idea how the ENERGY CLIFF is already impacting the cost of producing gold.  The world’s largest gold mining company is struggling to remain profitable as the production costs have surged over the past five years, much higher than energy price inflation…

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