King Coal’s Rally and Common Sense in Energy Policy

U.S. coal benchmark price has rallied 755% since fall of 2020. Despite a legacy media gloomy outlook, do your due diligence with U.S. coal stocks.

The Inflationary Black Gold Rush at the Gas Pump – Part 3

Another SPR release and stimulus checks will not reduce inflation, the price of oil, gasoline, or diesel for any significant period of time.

Fertilizer Inflation and a Supply Chain Crisis Begets Food Insecurity – Part 2

Even if war in the Ukraine were to stop tomorrow, it’s already too late for the planting season in the northern hemisphere this year.

Accumulation Phase in the Commodity Bull Market

Capital is looking for somewhere to hide as demand, dislocations, and “structural deficits” in real asset markets offer a safe haven from geopolitical chaos.