2025

GLOBAL OIL PRODUCTION UPDATE & PERMIAN PEAK & DECLINE: With 75 Percent Of World Oil Growth From North American What Happens When The Permian Peaks?

Given that North America, primarily the U.S., accounted for 75% of Global oil production growth since 2008, what implications does the potential peak and decline of the Permian have?  Some suggest that shale oil fields such as the Vaca Muerta in Argentina will be the new growth… or will it…

Continue Reading


TOP 7 SILVER MINERS Q2 2025 BREAKEVEN ANALYSIS: One Silver Mining Company Total Cost Hit $36 Per Ounce

While the total group cost of the Top Silver Miners increased slightly in Q2 2025, one company reported a net loss for the period, which put its costs above $36.  Why were their costs so high when this company reported a $24.85 AISC (All-In Sustaining Cost) for the 1H 2025…

Continue Reading

I AM GOING TO BE HONEST WITH YOU…. The Saudi Central Bank SLV Purchase Post Was A Test Of Our Metals Community

While the Saudi Central Bank SLV Silver ETF holdings were an interesting thing to see, it was also a Test for our Precious Metals Community… and I wasn’t let down.  Why a Test?  I’ll explain, however, my post on Twitter-X received 242,000 views, nearly a quarter million views, and it went somewhat viral on social media.

Continue Reading