Tag: Natural Gas

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.

Russia’s Retreat From Counterparty Risk and SWIFT Over Ukraine – Part 2

I suspect we’ll see tactical nuclear weapons used as NATO membership provides lethal weapons, military advisors, and intelligence data.

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.

The Surge of “Little Green Men,” and Metal is Poised to Strike – Part 4

Putin declared independence for Donetsk and Luhansk as Russian Military rolls into Donbas on a "peacekeeping" mission.