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…
I’ve been looking forward to putting it together for six months, and I have to tell you, I was quite surprised by how much Fresnillo’s silver costs have increased. We need to remember that Fresnillo is the largest Primary Silver Miner in the world, so it is typically the “Lowest-cost silver producer” in the world…
Even though profits increased in the oil industry due to the Middle East Crisis, trouble is brewing at the U.S.’s largest oil company… ExxonMobil.  Why? Well, it comes down to how badly the domestic shale industry is destroying profits…
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. Due to possible Trump tariffs on copper, a massive amount of copper has flowed into the United States…
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…