Macro commodity landcape and geopolitics
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 64 | Founded | 4 years ago | Last Issue | 13 days ago |
| Active | |||||
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renegaderesources.proLatest Issues
Refining Capacity Per Person Peaked in 1980
The world has not built its way back in 45 years.
There is a number buried in the refining capacity tables of the Energy Institute Statistical Review of World Energy, the dataset formerly published by BP, that nobody puts on a chart, and o...
The Scarcity Opportunity in Washington's Foreign Equipment Grid Ban
An emergency order moves foreign equipment out of the US power system. Domestic suppliers across transformers, grid components, and switchgear stand to gain, and there are several most are not looking
On August 26 President Trump declared...
Venezuela: The Reserve Illusion
The biggest oil deal in world history buys a stock that takes decades to become a flow, and a reserve number that was never proven to begin with.
On the evening of August 28, President Trump announced on Truth Social what he called the big...
Silver: The Vault Is Draining
Six years of structural deficit. Supply cannot respond and demand keeps climbing.
The silver market is in the sixth consecutive year of structural deficit. Since 2021, the world has consumed 762 million ounces more silver than it has produ...
What DOE Reports Is Not What DOE Can Deliver
Big Hill is offline. West Hackberry is constrained. Bayou Choctaw is undeliverable in warm months. Bryan Mound is doing all the work, and Bryan Mound is the site with a documented H2S history.
The Strategic Petroleum Reserve stood at 307.6...
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