The consensus was that the oil price would return to pre-war levels once the Strait of Hormuz opened. It is time to challenge ...
Some time ago I shifted my portfolio focus from gold to silver producers, anticipating a multi-year structural supply deficit ...
5 days Iranian Oil Supply to China Is Rapidly Drying Up 5 days China’s Oil Imports Set to Rebound as Refiners Hunt for New Supply Global oil stocks outside China are drawing down at nearly 1.7 million ...
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A new lawsuit accuses Micron, Samsung, and SK hynix of coordinating production cuts to artificially inflate prices. The three companies together control 90% of the global memory market. Micron's HBM ...
Massive supply shock is already cutting demand, with up to 13 million bpd of supply disrupted and early demand destruction visible in Asia. Long-term demand shifts are possible, as high prices push ...
The International Energy Agency slashed its global oil demand outlook for this year, as higher prices weigh on consumption, but said a post-war supply rebound could lead to an oil glut in 2027. Oil ...
The 2026 FMS Conference highlighted the impact that AI is having on the price of common memory and storage technologies.