Category: China

The AI Commodity Illusion: Copper Deficits Meet the Return of the Fed Hawks

Posted on June 8, 2026 by Bogusz Kasowski

The narrative around artificial intelligence is hyper-focused on chips, but the real macro battlefield is physical infrastructure. Between data center

The Illusion of Liquidity: Why the Crude Market is Mispricing the Iran War

Posted on June 5, 2026 by Bogusz Kasowski

The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the

Wall Street Ramps Up Copper Targets & Geopolitical Crunches Strike Commodities

Posted on June 1, 2026 by Bogusz Kasowski

If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are

Global Power Shift: Trump, Xi, and the Iranian Gambit

Posted on May 14, 2026 by Bogusz Kasowski

As President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with

Energy Markets Under Siege: From the Persian Gulf to Texas Export Terminals

Posted on May 11, 2026May 11, 2026 by Bogusz Kasowski

I’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.

Why I Believe the Energy Crisis Is Entering a Dangerous New Phase

Posted on May 7, 2026 by Bogusz Kasowski

Over the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the

The Death of the Cartel: Why the UAE’s Exit Changes Everything

Posted on April 30, 2026 by Bogusz Kasowski

I have just published a deep-dive analysis on Substack regarding the historic exit of the United Arab Emirates from OPEC

Crude Oil: The $104 Resistance and the Venezuelan Wildcard

Posted on April 16, 2026 by Bogusz Kasowski

U.S. inventory streaks are breaking, and the SPR is being tapped. Dive into our latest macro analysis on how the

Dalian is Screaming: What the LPG Spike Means for Our Portfolios #ChartOfTheDay

Posted on April 13, 2026 by Bogusz Kasowski

I’ve been watching the Dalian Commodity Exchange closely this morning, and the move in LPG is nothing short of historic.

The Polar Silk Road: Why the Arctic is the Future of Energy Hegemony

Posted on April 5, 2026April 3, 2026 by Bogusz Kasowski

The race for energy supremacy has moved to the Arctic. While traditional markets face volatility, the alliance between Russia and