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METALS & ENERGY UPDATE SEP 5th: Trouble Brewing With Dr Copper As Chinese Demand Plummets

Well, if you think China’s economy is in trouble… best to watch the trouble brewing with Dr. Copper.  While copper traders and investors think the Great Copper Bull Market is just starting, the data suggests quite the opposite.  Also, a new website on U.S. Shale Oil & Gas Production provides great charts I discuss in this update…

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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…

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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…

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