With the coming global oil supply peak, soon to follow will be the peak and decline of metals production. And, what is by far the most produced metal in the world that will peak shortly? Steel. While we count most annual metal production in thousands or millions of tons, steel is calculated by the billions…
More evidence of the absurdity called “Green Renewable Energy” occurred last month as 90 Mitsibushi wind turbines were demolished in New Mexico.  Thus, the BIG JOKE is that Renewable Energy is really Non-Renewable as a large percentage of old wind and solar power units end up in landfills…
It looks like the U.S. Shale Oil Industry is using one last trick to keep the LIGHTS ON a bit longer. Due to low oil prices and the lack of available investment funds, the shale oil industry is working through a large percentage of its DUCs – Drilled Uncompleted Wells. After reaching a record high in June 2020…
With more warnings of electricity blackouts in California as temperatures surge, authorities conveniently omit the huge decline in wind power over the past week. The media seems to be focused more on the drought and problems associated with hydro-power generation than the failure of Green Wind Power…
The global mining industry faces serious headwinds as it hits the brick wall called the Energy Cliff. Not only will peak oil production translate to falling metals supply, the tremendous amount of friction and wear in the global mining industry will also make a bad situation worse. Why?Â
In our Monthly Wrap Up, the Tactical Trader and I discuss the importance of understanding the difference between the short-mid term cycles and the long-term fundamentals. We also explain why we believe the market is heading more towards a disinflation or deflationary cycle, rather than the massive inflation…