The Aftershocks of 2026: Fertilizer Crises, Depleted Reserves, and the New Economic Reality
A signed peace treaty in the Persian Gulf does not mean a return to the old economic status quo. While
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Category: Substack
The AI Commodity Illusion: Copper Deficits Meet the Return of the Fed Hawks
The narrative around artificial intelligence is hyper-focused on chips, but the real macro battlefield is physical infrastructure. Between data center
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Wall Street Ramps Up Copper Targets & Geopolitical Crunches Strike Commodities
If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are
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Crude Oil Macro Perspective: Why Wall Street’s Peace Optimism is Flawed
The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US
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Why I Believe the Energy Crisis Is Entering a Dangerous New Phase
Over the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the
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The Death of the Cartel: Why the UAE’s Exit Changes Everything
I have just published a deep-dive analysis on Substack regarding the historic exit of the United Arab Emirates from OPEC
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