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Renegade Resources

Tracy (Chi)

Macro commodity landcape and geopolitics

Platform
Substack
PricingFreemiumPublishesWeekly
Issues50SubscribersRead renegaderesources.pro

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#59

Latest Issues

Recent posts by this newsletter. Browse the email archive.

The $100 Billion Muni Sector Where Corporate Credit Risk Wears a Tax-Exempt Wrapper

How Private Credit Contagion Is Reaching Municipal Bonds Through Prepaid Energy Deals

6 days ago
11
0
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Middle East Production Offline: Current Status, Restart Timelines, and Well Damage Risk

March 30, 2026 Strait of Hormuz: Effectively closed since March 1, 2026 (29 days)

16 days ago
50
4
Paid

Gold: Anatomy of a Selloff

Paper Liquidation, Dubai Logistics, and the Case for Physical Accumulation

24 days ago
47
3
Paid

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.

a month ago
136
9

Authors

The writers behind this newsletter.

  • Tracy (Chi)
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