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The Middle East war and closure of the Strait of Hormuz—a route for about 20% of global oil and LNG trade—triggered a sudden shift from expected energy surplus to severe...

Gold Mid-Tiers’ Q4’25 Fundamentals Mid-tier and junior gold miners have mostly wrapped up reporting this industry’s best quarter ever by far. These smaller gold miners in this sector’s sweet spot...

The world’s oil and gas markets are on a knife’s edge, waiting on the fate of the Strait of Hormuz—once again a centerpiece in Iran’s high-stakes game of energy brinksmanship....

Events are moving fast in the Middle East. Over the past week, I did several interviews on the risks higher oil prices could pose to the U.S. economy and the...

Nearly two weeks in, the ongoing war in Iran offers investors some confusing signals that may make it tough to predict how different assets and asset classes might respond. Airline...

Crude oil prices were on course for another weekly gain today, despite a temporary dip following the announcement of a 30-day sanction waiver on Russian crude stuck on tankers as...

The Middle East conflict will push up prices, but it will also likely harm US growth and job prospects. We see this as a Fed rate-cut delayed rather than removed...

Oil above $100. The economy just lost 92,000 jobs. India opens institutional buying in 19 days. And the mining industry can’t respond. On March 12, closed above $100 per barrel...

Global equities stay fragile as oil volatility and Middle East tensions drive sentiment. Brent swings toward $100 keep stocks volatile despite large strategic reserve releases. S&P 500 technical structure remains...

Global equities stay fragile as oil volatility and Middle East tensions drive sentiment. Brent swings toward $100 keep stocks volatile despite large strategic reserve releases. S&P 500 technical structure remains...