Oil

Gold Stocks Have Never Been Cheaper

Gold Stocks Have Never Been Cheaper

09/13/2024
The article below is an excerpt from our Q2 2024 commentary. As we write, gold has surged past the $2,500 mark for the first time in history, an event that would seem to herald a golden age for gold...
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What is the Cost of Being Early?

What is the Cost of Being Early?

09/05/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q2 2024 commentary. We first unveiled this chart (shown below) in our 1Q2019 letter and...
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Uranium Markets: A Drama in the Making

Uranium Markets: A Drama in the Making

08/21/2024
Prefer to listen to this article? Please click the play button above. "Uranium Fever Backed by Bill Gates Betting on Nuclear Energy"~ Bloomberg 7/09/2024"One of The Last Holdouts, Australia Weighs...
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What Can GAAP Accounting Teach Us About the Energy Transition?

What Can GAAP Accounting Teach Us About the Energy Transition?

08/15/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. In the wake of the 1929 stock market crash and the Great...
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That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA

That Took Awhile - Somebody Finally Recognizes the Dangers of the IEA

08/08/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. The following is an excerpt from an open letter written by John...
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Remembering the Massive Crude Bull Markets of the 1970s and 2000s

Remembering the Massive Crude Bull Markets of the 1970s and 2000s

08/01/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. WTI Crude Oil1/1/1970: $3.182/15/1981: $34.301/1/2000: $25.55...
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Is Gas the New Uranium?

Is Gas the New Uranium?

04/11/2024
The article below is an excerpt from our Q4 2023 commentary. Five years ago, we became uranium bulls. We explained how the market had quietly slipped into a structural deficit, with reactor demand...
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Is US Oil Production Surging?

Is US Oil Production Surging?

04/03/2024
The article below is an excerpt from our Q4 2023 commentary. The biggest mystery in oil markets surrounds the apparent surge in US production. At the beginning of 2023, we predicted shale growth...
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Further Ruminations on Saudi Arabia’s Oil Reserves

Further Ruminations on Saudi Arabia’s Oil Reserves

03/27/2024
The article below is an excerpt from our Q4 2023 commentary. “Saudi Aramco Abruptly Drops Plans to Expand Oil Production,” ~ The New York Times, January 30, 2024 In an unexpected move, Aramco, the...
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Natural Resources Market Overview

Natural Resources Market Overview

03/21/2024
The article below is an excerpt from our Q4 2023 commentary. Commodities were mixed during the fourth quarter. The Goldman Sachs Commodity Index (GSCI), heavily weighted toward energy, fell by a...
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