The market continues to indicate a structural copper deficit and an inherent shortage. But is that the case?? Actually, there is less of a real shortage of copper than there is a BIG PROBLEM with where it is located…
There’s been a lot of talk that China’s been the big buyer of gold recently. Is this true? Also, what is really going on with Global Gold demand in the major regions for the second quarter? How much gold did China, India, and the U.S. buy in Q2 2026, and what is going on with Central Bank gold demand…
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…
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…
The Middle East “Three Seas Crisis” has now moved into the “Fourth Seas Crisis,” according to oil analyst Dr. Anas Alhajji. With the Houthis attacking Saudi Tankers in the Red Sea, making it the Third Seas Crisis, it now seems to be expanding into the Mediterranean Sea via the Suez Canal…
Thanks to Bitcoin Mining & AI Data Centers, the Texas Power Grid hit a Record load in July. What’s quite interesting is that Texas power demand grew 9% in recent months, nearly five times the U.S. average. Ironically, the Bitcoin Mining Industry said it “Saved the Grid” on July 22nd during the peak-load event…