The Arctic race has seen Russia and China strategically position themselves while the West has largely ignored the growing competition and threats in the region.
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Tracy (Chi) is the author of Renegade Resources, a Substack publication focused on macro commodity landscape and geopolitics, with thousands of subscribers.
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The military operation in Venezuela is driven by national security concerns over critical minerals and adversarial threats, not merely by oil interests.
The G-7's plan to release strategic oil reserves fails to address the Pacific supply crisis due to insufficient draw rates and logistical challenges.
The US and Israeli strikes on Iran have caused unprecedented disruptions in global energy and chemical supplies, threatening agriculture and industry due to the closure of the Strait of Hormuz.
The post highlights how the withdrawal of war risk insurance, rather than a formal blockade, has effectively shut down the Strait of Hormuz, impacting global oil markets.
Venezuela's unverified oil reserves and past nationalizations create significant barriers for U.S. oil companies considering investment in the country's oil infrastructure.
Data centers' growing reliance on diesel generators amid declining US refining capacity is intensifying the refined products crisis, creating unrecognized demand in the market.
The oil futures curve reflects a mispricing based on incorrect assumptions about supply and demand, predicting a market correction by 2026.
AI data centers are driving unprecedented electricity demand, exposing critical bottlenecks in the US electric grid and prompting developers to seek alternative power solutions.
The US Treasury's tight deadline for Lukoil's asset sales risks significant fuel supply disruptions in Europe and the US amid complex negotiations and regulatory hurdles.
The divergence in silver prices between New York and Shanghai signals a significant shift in market dynamics and price discovery influenced by industrial demand and export controls.
The interconnected economic stresses on regional banks are being overlooked, threatening credit availability as multiple issues arise simultaneously.
The post analyzes the reasons behind the rising gold prices and falling oil prices, focusing on the weakening petrodollar system and gold's role as a monetary asset.
OPEC+'s production increase is a strategic decision that reflects strong market fundamentals rather than a bearish outlook.
Record Black Friday sales in 2025 mask significant consumer financial stress, as rising debt levels and reliance on BNPL indicate underlying economic vulnerabilities.
Two South American companies are emerging as key players in the fertilizer market, especially after the Hormuz Strait closure, presenting unique investment opportunities.
China's export controls on rare earth materials expose vulnerabilities in Western supply chains, but emerging alternatives may reshape global dependencies.
Investment insights from the New Orleans Conference highlight opportunities in O&G midstream, nuclear energy, and grid modernization amid evolving market conditions.
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