PSI Capital's Substack
PSI CapitalWe write about oil, geopolitics, commodities, metals, inflation, rates and hard assets — but our focus is not the headline alone. Our work asks a different question: What is the market pricing, and what is the real system actually able to deliver?
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 5 months ago | Last Issue | 2 days ago |
| Active | |||||
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psicapital.substack.comLatest Issues
Hormuz Shock: What Made a Country's External Buffer Durable?
Things to know
- India absorbed the shock, not unscathed. Gross reserves hit a record $729.3 billion in August. Separately, banks and borrowers raised $72.8 billion through a temporary RBI-backed scheme to draw in foreign currency – a...
Millions of Barrels Are Still Getting Out of Hormuz. Here's the Catch.
Things to know
- One tanker crosses Hormuz twice. The receiver crosses zero. The shuttle loads inside the Gulf, crosses laden, transfers, and returns empty – the receiver, from a far deeper global fleet, can stay outside entirely....
Refiners Re-Cut the Barrel. They Did Not Enlarge It.
Things to know
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Most of the replacement jet fuel came out of the yield. Refiners in Europe, North America and West Africa lifted jet yields from 10% to 12%. That is a re-cut barrel, not a new one.
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Europe is where the replacement...
Permission Moves in a Day. Plant Moves in Years.
Things to know
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The UAE’s oil ceiling came off. Its gas system’s did not. The UAE stopped taking an OPEC quota on May 1, lifting its production limit. The gas plants behind that production did not grow.
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Oil does not come out of...
The Mine Has Ore. The Plant Still Needs Acid.
Things to know
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A major HPAL plant announced a sulfur-linked partial shutdown. A listed Chinese metals producer cited sharply higher sulfur prices and overdue maintenance at its Indonesian nickel-cobalt plant in April.
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Hormuz’s...
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We write about oil, geopolitics, commodities, metals, inflation, rates and hard assets — but our focus is not the headline alone. Our work asks a different question: What is the market pricing, and what is the real system actually able to deliver?
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