The Resource Speculator
RespeculatorSpeculating in the volatile world of natural resources
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 26 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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theresourcespeculator.substack.comLatest Issues
Thermal Coal Torque
I mentioned in my last note that coal miners were looking interesting once more on the back of huge Chinese mine supply cuts (safety related) in addition to a Qatari LNG force majeure extension and the fast approaching Northern Hemisphere w...
Weekly Watchlist
I spoke a lot on last weeks note about energy - highlighting some trends in wind and gas turbine sales as well as noting the large spike in European natural gas prices. This note is energy heavy once again.. European and Asian natural gas p...
Trade Updates
I provided an update last week on a few trades I have made since resurrecting this blog (read here). This is an update on the update… for a few news releases that occurred this week.
1. Aussie Refiners
See note A crack-up boom
Both...
Weekly Watchlist
1. The game just changed (??)
I mentioned in my last note that a key concern of mine (and no doubt the markets) was rapidly rising yields in longer dated bonds.. and that if they continued moving higher with energy prices then it was...
Trade Updates
It’s been over a month since I restarted this blog with the note We’re back (for now) on the 9th of July. Since then I’ve written about various trades I’ve made (by no means recommendations) and thought it would be timely to recap and provi...
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| Subscribers | Engagement | 82 | Monthly Web Visits | ||
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