My Final Warnings for Q2: The Softs Collapse and Macro Black Swans
I’ve just published the final installment of my Q2 2026 Commodity Outlook. While everyone is watching the war in the
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Author: Bogusz Kasowski
Dalian is Screaming: What the LPG Spike Means for Our Portfolios #ChartOfTheDay
I’ve been watching the Dalian Commodity Exchange closely this morning, and the move in LPG is nothing short of historic.
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Peace Talks and Price Gaps: Why Europe is Diving While Asia Holds Firm #ChartOfTheDay
The energy landscape shifted significantly this morning. As news of a two-week ceasefire between the USA/Israel and Iran hit the
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Copper Deficits and Empty Silos: My Industrial & Ag Outlook for Q2
I’ve been looking at the data for Q2 2026, and while everyone is distracted by the “Third Gulf War,” I’m
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Statistical Probability for Gold – Easter 2026 (video)
How does gold typically behave during the Easter season, and what do the statistics tell us about April 2026?
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The Polar Silk Road: Why the Arctic is the Future of Energy Hegemony
The race for energy supremacy has moved to the Arctic. While traditional markets face volatility, the alliance between Russia and
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Why I Believe $5,000 gold is just the beginning for Q2 2026?
I’ve been tracking the precious metals markets for years, but I’ve never seen a setup quite like this. We are
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Survival of the Fittest: Why Coal and Uranium are Dominating the Q2 Energy Mix
The energy map is being redrawn in real-time. The crisis in the Persian Gulf has sent ripples far beyond the
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Why the coffee supply chain is hitting a climate wall?
New data from RaboResearch reveals a massive shift in arabica suitability. With up to 20% of current areas at risk
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$120 Oil? The Strategic Impact of the Third Gulf War
The Strait of Hormuz is blocked, and the energy markets are reacting with surgical precision. As we move further into
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