The R-Star from the New York Fed gives a measure of the natural real interest rate.For example: On May 2023, the R-Star was 1.14% while the real 10 year bond yield was -1.5%. This means that… Read More
OPEC oil cuts are good for gold. DUBAI, April 2, 2023 (Reuters) - Saudi Arabia and other OPEC+ oil producers on Sunday announced further oil output cuts of around 1.16 millionOPEC+ to c… Read More
This is a nice calculator for equivalency of different metal grades.https://www.juniorminingnetwork.com/drill-hole-calculator.htmlExample: https://www.juniorminingnetwork.com/drill-hole… Read More
The largest segment of dry bulk (67%) is iron ore, grains and coal. Iron ore segment is in terminal decline. Don't count on grains either because China population is dropping now. Also don't… Read More
The Stock Forecaster Index can predict the movement of stocks and is based on the following parameters:Fed balance sheet expansionCredit spreadsInitial jobless claims The Brave-Bu… Read More
Current status of energy market.The oil price (link 2, link 3) can be predicted based on oil supply and demand numbers. Demand can be correlated to U.S. GDP while supply… Read More
Open interest in oil is a leading indicator for the oil price as it tells us whether there is money flowing into the sector or not. By checking out the Open Interest of various commodit… Read More
China's power consumption is correlated to China's gas consumption.Moreover, lockdowns (visible in airportia data), affect power/gas consumption Read More
Novilabs shows the decline rates for oil and gas. Permian oil:Permian gas:Eagle Ford oil:Eagle Ford gas:Bakken oil:Bakken gas:Haynesville gas: Read More
How much does it cost to bring U.S. #natgas to EU? Build cost: $800/tpa LNG = $16/mcf per year Gas cost: $5/mcf Operating cost: $3/mcf Transport cost: $1/mcf => Total cost: $9/mcf Current… Read More