Macro commodity landcape and geopolitics
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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renegaderesources.proLatest Issues
Cuba. Same players. Different geography.
I wrote in January that the Venezuela operation was not about oil.
I wrote in January that the Venezuela operation was not about oil. The consensus take in the financial press was that the United States had invaded for crude, and that take...
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.
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?
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...
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...
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