Energy

METALS & MARKET UPDATE AUG 21st: Global Drought Will Likely Impact World Economy Over Next Decade

If the market believes this Global Drought is a “One-Off Event,” they will be sadly mistaken.  The infamous U.S. drought and Dust Bowl that occurred during the 1930s Depression, wasn’t a “One-Off Event.”  Rather, there were four distinct droughts during the 1930s that negatively impacted the U.S. and global economy…

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U.S. STRATEGIC OIL RESERVE CLIFF: Massive Amount Of U.S. SPR Oil Release Still Coming In The Months & Years Ahead

If you are worried that the 160 million barrels already released from the U.S. Strategic Oil Reserve are troubling, wait until you see how much more is forecasted to be removed in the coming months and years ahead.  I was quite shocked when I saw how much more oil will be released in the next five years…

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ENERGY & MARKET UPDATE AUG 14th: Dumb Money Rally In Broader Markets & Metals While U.S. Power Situation Goes From Bad To Worse

Don’t be fooled by this Bear Market Rally, as investors will get crushed over the next several quarters.  While many believe this is a new Bull Market in stocks and commodities, Smart Money isn’t one of them.  As the Dumb Money Sentiment moves to new highs, Smart Money Sentiment has fallen considerably.  WATCH OUT… LOL…

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MAJOR U.S. NATURAL GAS SUPPLY-DEMAND SHORTFALL COMING: Rising Supply Not Keeping Up With Surging Demand

Several factors point to a Major U.S. natural gas supply-demand shortfall coming.  While U.S. shale gas production has increased significantly over the past decade, rising domestic consumption devours most of the gains.  Also, with the Freeport LNG plant returning online in October, brace for much higher prices…

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OIL SANDS CONSUME STAGGERING 30% OF ALBERTA’S NATGAS SUPPLY: Billions Of Cubic Feet Burned A Day At Oil Sands Operations

Very few people realize just how much natural gas is consumed at the Alberta Oil Sands Operations.  It’s staggering.  The Oil Sands Operations consume nearly one-third of Alberta’s total natural gas supply.  So, the notion that Canadian Oil Sands production can be easily ramped up ignores that it needs to…

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METALS & MARKET UPDATE AUG 7th: Dumb Money Bear Market Rally & Silver Miners Report Losses Across The Board

Investors who believe the stock indexes are heading to new highs will get crushed when the Bear Market continues towards the end of the year and into 2023.  What we are witnessing is a typical Dumb Money Bear Market Rally.  Also, the primary silver miners have seen losses across the board for Q2 2022…

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GLOBAL OIL INDUSTRY SLEEP-WALKING OVER THE ENERGY CLIFF: Killing The Oil Industry 10 Million Barrels At A Time

It amazes me how the market fails to realize that the global oil industry is sleepwalking over the ENERGY CLIFF.  Instead of being deeply concerned about our future, investors believe this is a temporary energy crisis solved by just investing more money in finding oil.  And… it’s even worse than that…

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