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Renegade Resources

Tracy (Chi)
Hundreds of paid subscribers

Macro commodity landcape and geopolitics

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Substack
PricingFreemiumPublishesWeekly
Issues56Founded4 years agoLast Issue8 days ago
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Latest Issues

Copper: We Have a Problem

Why the world’s most critical metal is structurally short supply and consensus is still behind the ball.

Copper demand is set to rise by more than we have ever produced.

8 days ago
40
7
Paid

A Critical Mineral Deficit Trade: Long Term Trade

A critical mineral goes into structural deficit by 2027.

A critical mineral goes into structural deficit by 2027. Where are you positioned?

19 days ago
22
2
Paid

AI Capex Doesn't Care About the Strait Today. Mid 2027 is a Different Story

The Nasdaq printed a fresh all time high above 29,300 today with the Strait of Hormuz still closed.

The Nasdaq printed a fresh all time high above 29,300 today with the Strait of Hormuz still closed. Iran’s blockade is in its eleventh week...

a month ago
44
9
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The Hormuz Cascade, Tier Two

The Next 15 Industries to Reprice.

Crude. Fertilizer. Helium. Aluminum. The Big Three automakers. Mainstream coverage has caught up to all five. The price action in those names has already happened. The headlines are saturated. And consens...

a month ago
46
5
Paid

UAE Exits OPEC: Reasons and Implications

A breakup years in the making, accelerated by a war the UAE didn't start and a revenue model under pressure on three fronts at once

At midday on April 28, the UAE Ministry of Energy and Infrastructure announced that the country would withd...

a month ago
47
1
Paid

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