Potential Supply Shortage of Neon Gas for Microchip Manufacturing

Welcome to the world of semiconductor-grade neon gas that’s semi-dependent on Russia and Ukraine during a global supply chain crisis.

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.

Dancing With a Taiwanese Time Bomb and Black Gold

Taiwan is not a new flashpoint and deserves a review given recent threats by Beijing and a contested U.S. presidential election.