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…
With the cost to produce silver at the highest level ever, the primary miners’ profits and share prices have fallen considerably. However, this is some light at the end of the tunnel. When the primary silver mining shares finally bottom, they will provide excellent gains in the 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…
The U.S. LNG Export Industry is heading for real trouble when domestic shale gas production peaks and declines. This is terrible news for the tens of billions of dollars invested in the U.S. LNG Export Industry. I’ve labeled the LNG Industry as a White Elephant & Massive Boondoggle, and the posterchild is Cheniere LNG… LOL…
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…
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…