10 Oct 2023
Oil is not going away anytime soon
Source: Markets & Mayhem 🤖
9 Oct 2023
A potential black swan which could follow this week-end attack: both Saudi & Iran oil supply going down?
Source chart: Bloomberg
9 Oct 2023
Chart by Tavi Costa -> Ammonia prices just had the steepest monthly increase on record.
Commodity cycles typically follow a rotational pattern, and these price spikes are not isolated incidents.Oil recently rallied, gasoline prices increased, natural gas started to rise, and now ammonia looks to be initiating its move. This is an inflationary era and an unmistakable one. Source: Tavi Costa, Bloomberg
28 Sep 2023
Uranium is back
The massive deficit + price insensitivity should be a solid tailwind Source: Game of trades
25 Sep 2023
There is always a bull market somewhere... The Sprott Uranium Trust just broke a huge resistance
Source: Tony Greer
25 Sep 2023
The World’s Biggest Oil Producers
Source: Visual Capitalist
20 Sep 2023
With the rise of oil prices, there is currently a revival of the "commodities super-cycle thesis"...
Source: J-C Parets
20 Sep 2023
Since the June bottom, crude oil, uranium, sugar and orange juice are up 20-30%. Is the risk of a second wave increasing?
Source: The Macro Guy
