Oil & Commodities
Energy, metals and the supply chains that move them.
Bab el-Mandeb and the Second Oil Chokepoint
Houthi forces took the Red Sea port of Mocha on Thursday, September 10. The Houthis captured the port early in the day after government forces pulled out. Four…
Why the Fed Might Hike Into an Oil Shock
On 28 August, at his first Jackson Hole symposium as Federal Reserve Chairman, Kevin Warsh told an audience of central bankers that "inflation was running too high…
Inside Washington's 100-Year Venezuela Oil Deal
On 31 August the White House published a fact sheet setting out the mechanics of what President Trump had announced three days earlier as a historic oil agreement…
Natural Gas and the AI Energy Revolution
Artificial intelligence is progressing toward transforming economies and societies at an extraordinary pace. However, this advancement depends on a crucial but…
Rare Earths: The Hidden Backbone of Modern Technology
When investors think about commodities, the usual suspects come to mind. Oil, gold, copper, maybe lithium. Yet, there is an entire group of elements that are even…
Earthquake Shock and the Risk to Global Markets
A powerful magnitude 8.8 earthquake struck off the eastern coast of Russia this week, triggering tsunami alerts across large parts of the Pacific. Warnings were…
The AI Boom Needs Energy - Can the World Deliver?
The artificial intelligence boom has become the dominant force shaping the future of global technology and investment. From advanced language models to robotic…
Copper Tariffs: Trump's Spark in a Tight Market
On July 8th, 2025, former President Donald Trump made headlines again by announcing a 50 percent tariff on copper imports. Within minutes, copper futures surged…
Never Fade Price: Focus on Positioning
One of the most common mistakes traders make, especially those who are just starting out, is trying to fade price. The logic may seem sound. A stock has gone up…
The Quiet Pull: How the U.S. May Be Drawn Into Israel's War (again)
Article Body The recent escalation in the conflict between Israel and Iran has raised a critical question: Will the United States become actively involved? While…
The Real AI Play: Energy
The artificial intelligence revolution is accelerating fast. Semiconductors, cloud infrastructure, and automation platforms are surging in both innovation and stock…
European Blackout: Unpacking Renewable Risks and the Solution
On April 28, 2025, a massive power blackout swept across Spain, Portugal, and parts of southern France, plunging millions into darkness and marking one of Europe's…
The Critical Mineral Lithium: Powering the Future
Lithium, often dubbed "white gold," has emerged as a cornerstone of the modern energy landscape. As we stand in March 2025, with electric vehicles (EVs)…
Silver: The Overlooked Metal Shining Bright in 2025
Silver has long played second fiddle to gold in the world of precious metals, often overshadowed by its flashier counterpart. Yet, as we step into March 2025…
Uranium: The Undervalued Asset in the Global Energy Transition
In recent times, uranium prices have experienced a significant decline, dropping approximately 40% from their recent highs. Despite this downturn, the fundamental…
Trading's Hidden Psychological Toll
Trading is an emotional battlefield. Wins feel great, but losses hit much harder - and research suggests they leave a lasting impact far beyond the money lost…
The Art of Cutting Losses and Letting Winners Run
In trading, one of the most critical principles for long-term success is the ability to cut losses quickly and let winning trades run. This simple yet powerful…
Copper: The Essential Metal Driving the Future
Copper is one of the most critical and versatile metals in the global economy. Used extensively in construction, transportation, electrical grids, and…
War Escalation and Market Blindness
The conflict between Ukraine and Russia has taken a concerning turn, with the United States (as well as UK and France) granting Ukraine permission to use long-range…
TradingView: The Ultimate Tool for Traders
Today, we delve into the tools, strategies, and insights that can take your trading to the next level. Today's episode is all about TradingView, a powerful platform…
Fit to Trade – How Fitness Fuels Trading Success | Elevate
Hey everyone, Lukas here, diving into a topic that's close to my heart and crucial for anyone looking to excel not just in trading but in life: the integral role of…
Beating the Giants: How Retail Traders Outperform Hedge Funds
Hey everyone, it's Lukas here, diving into a fascinating topic today: why do hedge funds, with all their advanced tools and deep pockets, often lag behind…
Elevate Precious Metals on the Move
Historically, Gold, Silver, and the US Dollar exhibit a degree of correlation. Simply put: when the US Dollar strengthens, Gold and Silver typically decline…