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Energy Commodities

Part 7: The Exponential Age and the Potential for Copper

When Raoul spoke to Dwight Anderson nearly a year ago,…

Part 6: The Nuclear Option

As central banks battle to bring inflation under control, there…

Part 4: Peter Zeihan on the Reworking of the Global Trade System

Geopolitical strategist and author Peter Zeihan acknowledges how the warmer…

Why It’s Time to Consider Carbon Again

Lawson Steele has made some very good calls on carbon.…

The Nuclear Investment Opportunity

In this inaugural episode of Looking for the Upside, Andreas…

Are Oil Bulls About to Bank?

For the last few months, oil prices have experienced downward…

Inflation and Energy and Geopolitics and China

Inflation, the Energy Crisis, Geopolitics, and China are the four…

A Long Crisis or a New Reality?

After scaling fear-inducing peaks in mid-2022, European natural gas prices…

Is Complacency Better Than a Crisis?

European energy markets have been relatively quiet the past several…

“We Have To Own Our Energy Crisis Now”

Russia’s invasion of Ukraine in February is the defining event…

Why This Isn’t a Great Inflation Redux

The 1970s episode of sustained high inflation was structurally different…

Can Europe Keep the Home Fires Burning?

Headlines will tell you that Europe is in for a…

How a Nuclear Renaissance Can Save Europe

It’s no secret Europe’s energy emergency is as dire as…

The 2020s: A Decade of Structural Inflation

As investors stake their hopes in a Fed pivot, the…

More Fuel for the Inflation Fire

The jury is out on whether massive government spending in…

This Is What the Early Stages of an Energy Crisis Feel Like

On the “upward pressure” side are longer-term macro variables and…

How Russia Blew a Big Hole in the Oil Market

Crude oil has slumped in recent weeks, as investors price…

This Is How You Dig Your Way to the Top

“A lot of energy, a lot of enthusiasm, a lot…