Hi there weekly readers! It is almost getting boring to report every week how great both Uranium and oil are doing recently… here is last week for example. Is there a part of me who wishes to have some crazy drop to make it interesting? well… no… If you’d like to understand the background to …
Dear readers: these are very good days to be invested in energy (of the right kind). Both Uranium and Oil are breaking out. let’s cover Uranium: We reviewed the WNA symposium in London a week ago. This was a chance to “check the temperature”, of the industry. Kuppy and Mika Alkin were both there and …
We Can Win Either Way Hello dear readers!Things are picking up as we mentioned last week. This is true for both Uranium and Oil. But for this week I wanted to continue the longer term discussion by sharing with you an updated chart by Goehring and Rozencwajg (G&R) showing the relative valuation of commodities versus …
Commodities in Stagflation | 101Inflation Weekly Review – September 11, 2023 Read More »
There’s always been this one particular phrase in the TV show Friends that stood out to me. I’m not sure why my brain fixated on that episode, or that phrase in particular, but it did. Season 5, Episode 23 (and no I’m not a Friends aficionado, I had to look that up). Monica (Courtney Cox) …
Oil “It Just Got INTERESTING” | 101Inflation Weekly Review – September 4, 2023 Read More »
Expect Further Tightness This week I thought it would be a good idea to highlight some of the information provided by HFI research on oil. This is just a mid-month update, so the actual figures might still change. If crude exports for the first half of the month are this low, the second half needs …
Update on OPEC and Supply | 101Inflation Weekly Review – August 21, 2023 Read More »
Hi readers! In this week post, I’d like to step back for a bit to show the context of why I think, we are in a long term oil bull market, not one that was caused due to the Russian invasion The Misunderstood Dynamics of the 2022 Oil Rally Mainstream Misconceptions and Russia’s Role: Contrary …
This week’s blog post will be on the shorter side, and I have a good reason for that: we’re moving house! The boxes are packed, the movers are scheduled, and my family and I are caught in that curious space between nostalgia for the old home and excitement for the new. The Emotional Aspects of …
Navigating Changes and Expectations | 101Inflation Weekly Review – August 7, 2023 Read More »
Oil Market Recap Another great week for us oil bulls! The strength of the US economy has added fuel to the recent rally in oil prices, with the 2.4% quarter-on-quarter growth in Q2 prompting many to believe again in the possibility of a soft landing. Even though China’s hoarding of crude does not necessarily look …
Picking up Steam! | 101Inflation Weekly Review – July 31, 2023 Read More »
This week in markets It was a relatively quiet week on the markets, with no major fireworks. Those may come next week with the FOMC to hand down its next, much-anticipated interest rate decision Wednesday afternoon. Meanwhile, weak retail sales and industrial production boosted gold this week. Silver, for a change, followed suit. Both gave …
Quite Before the FOMC Meeting | 101Inflation Weekly Review – July 24 , 2023 Read More »
Welcome to another exciting week in commodities and energy. Oil is looking much better recently, let’s cover a few developments: India’s refiners prepare for Russia crude to exceed $60 cap As the price of Urals, Russia’s primary export grade of oil, exceeds the $60 per barrel cap imposed by Western countries, major buyers like India …
Oil is heating up! | 101Inflation Weekly Review – July 17 , 2023 Read More »
