Renegade Resources
Tracy (Chi)Macro commodity landcape and geopolitics
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 47 | Subscribers | Read | renegaderesources.pro |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The G-7 SPR Bluff: Why 300 to 400 Million Barrels Changes Nothing
The G-7 is a group of Atlantic basin countries proposing to release Atlantic basin barrels at Atlantic basin draw rates to solve a Pacific basin crisis. The arithmetic does not work even if the politics did.
Everyone's Watching Fertilizer Stocks. The Real Hormuz Agriculture Trade Is in South America.
The asymmetric opportunities are two South American companies nobody is watching, one of which just acquired the continent's largest urea producer three months before the world changed.
Strait of Hormuz Crisis: Oil, Gas, Fertilizer, and the Industrial Chemical Cascade Nobody Is Mapping
March 5, 2026 Threat Assessment
The Strait Isn't Closed. The Insurance Is.
On February 28, the United States and Israel launched coordinated strikes on Iran. The US called it Operation Epic Fury. Israel called it Operation Roaring Lion. Whatever you call it, the operation killed Ayatollah Ali Khamenei, targeted mi...
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