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7 Feb 2023

China Gold Reserves keep growing

China lifts Gold reserves by extending buying to 3rd month. China has joined other nations in building up reserves of bullion. Source: HolgerZ, Bloomberg

27 Jan 2023

The US government has almost completely ceased the drawing of its Strategic Petroleum Reserves

The US government has almost completely ceased the drawing of its Strategic Petroleum Reserves. We just saw the smallest change in SPR for over a year. Not surprising that oil prices firmed up recently as supply remains incredibly tight. Source: Bloomberg, Tavi Costa

25 Jan 2023

The future value of disruptive materials

A number of materials play a critical role in the expansion of next generation technologies—potentially leading to a surge in demand and increased market values. Source: Visual Capitalsit, Global X

24 Jan 2023

According to the World Gold Council, central bank purchases of gold have reached a level not seen since 1967

The world’s central banks bought 673 metric tons in one month, and in the third quarter, the figure reached 400 metric tons. This is interesting because the flow from central banks since 2020 had been eminently net sales. Source: www.zerohedge.com, Bloomberg

17 Jan 2023

OPEC+ continues to miss oil production quotas, despite a recent cut.

Total production for OPEC+ countries (excluding the OPEC exempt) was 38.3, falling short of the 40.1 quota by 1.8 MM bbl/d. Misses vs. quota are getting smaller vs. what they were prior to the cut. Source: Bison interests

14 Jan 2023

Where does the world's crude oil come from?

Source: Investwise

13 Jan 2023

Commodities are up double digits in the last 3 months

Over the last 3 months, Gold broke out, then silver, copper, and others are already up double digits in the last 3 months. Will Energy & agricultural commodities be the next ones to move? Steep moves in commodity prices often lead to a ripple effect in the market. Source: Crescat Capital, Bloomberg

12 Jan 2023

Metals have been on fire since China pivoted on Covid policy.

Source: Bloomberg | David Ingles

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