LNG exporters are directing their fleets towards Asia, and Europe will be left begging Russia to fill the gap.
“All rail service coming to and from the Port of Vancouver is halted because of flooding in the British Columbia interior.” – Matti Polychronis, port s…
The SEC cracks its knuckles and sets about the task of punching people in the face.
“Alchemy is a kind of philosophy: a kind of thinking that leads to a way of understanding.” – Marcel Duchamp A funny thing occurred in the gold market …
“At one point, people are going to have to realize that maybe I know what I’m doing.” – Justin Trudeau The Upper Peninsula (UP) of Michigan is some of …
Unfortunately for coking coal, it has coal in its name. Unfortunately for the renewable power industry, they’re going to need a lot of coking coal. Thi…
The Work of My Life: October 2021 Report
If the margin call of life hits, are you prepared to survive the short squeeze that would inevitably follow?
If you were foolish enough to short copper with these market dynamics, punishment should have been swift. If you were shrewd enough to take the other s…
Earlier this week, Ursula von der Leyen descended from on high, tablets in hand, to deliver a somber message to the shivering masses of the Old Contine…
It is fine to not know where stuff comes from, but it isn’t fine to not know where stuff comes from while dictating to the rest of us how the economy s…
“On State Street, that great street, I just want to say… They do things that they never Do on Broadway” – Frank Sinatra This is not a piece about Covid…