Trump Changes Everything
We are now in a Trump takeover. Trump changes everything. The mantra in the past was “don’t fight the Fed.” Next year it’s going to become don’t fight Trump!”
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Commodity Trends
Is Fast Food Slowing Down? Five Growing Trends in Restaurants Today
Americans’ taste preferences over the past few years have shifted away from fast food and towards healthier, but still casual, alternatives. Although McDonald’s, Burger King, and their ilk have seen a dramatic slowing in their sales, competitors like Panera Bread, Chipotle and in the west, Cafe Zupas have stolen market share by offering options with more natural ingredients and more vegetables.
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Could A Lithium Shortage De-Rail The Electric Car Boom?
You may think lithium got too popular too fast. You may suspect electric vehicles are too much buzz and not enough real future. You may, in short, be a lithium skeptic, one of many. And yet, despite this skepticism, lithium demand is rising steadily and sharply, and indications that a shortage may be looming are very real.
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Surprise Natural Gas Draw-down Signals Higher Prices Ahead
The U.S. electric power sector burned through a record amount of natural gas in recent weeks, a sign of the shifting power generation mix and also a signal that natural gas supplies could get tighter than many analysts had previously expected.
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Move Over Oil – Lithium Is The Future
Just a few years ago, we would have scoffed at the idea that electric vehicles could be mainstream anytime soon, or that the global appetite for lithium-ion batteries and mass power storage would be so voracious, and so sudden. Today, no one is scoffing, and lithium is being viewed as our new super-mineral that will catapult us firmly into the next century.
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Gold is Back in the LimeLight
After a precipitous drop in November 2015 gold bottomed near $1,000/oz in December. But then in January and February everything changed. Gold went from a “Barbarous Relic” to a store of value and gold once again staged a major rally of about 20%. Shooting it back into the public eye.
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Commodities Overtake Stocks and Bonds with Best Rally Since 2010!
Traders who follow the price of gold and silver, should keep an eye out on the U.S. dollar index. Once the dollar starts to show signs of increased volatility (top) similar to 2000 – 2001 money will find its way into other currencies and precious metals as the new trade and safe haven.
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Oil Rally Reaching Limit
Oil prices have rallied by about 50 percent from their February lows, topping $40 per barrel. But the rally could be reaching its limits, at least temporarily, as persistent oversupply and the prospect of new shale production caps any potential price increase.
U.S. oil production has steadily lost ground over the past two quarters, with production falling more than a half million barrels per day since hitting a peak at nearly 9.7 million barrels per day (mb/d) in April 2015. American oil companies have gutted their budgets and have put off drilling plans, with many projecting absolute declines in 2016.
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Electric Car War Sends Lithium Prices Sky High
For once, we have agreement across the board on a commodity: Demand for lithium will continue to rise throughout the year–and beyond–spurred by the rise of battery mega/gigafactories and a burgeoning energy storage business that will change the way we live.
That’s why Goldman Sachs calls lithium the “new gasoline”. It’s also why The Economist calls it “the world’s hottest commodity”, and talks about a “global scramble to secure supplies of lithium by the world’s largest battery producers, and by end-users such as carmakers.”
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The Truth About the Russia-Saudi Oil Deal
If you follow the oil news, you’ve probably heard about the deal between the energy ministers from Saudi Arabia, Russia, Qatar, and Venezuela. When the news was announced Oil prices jumped. But if you think this deal actually means anything I’ve got a bridge to sell you. So before you go buying any bridges or buying any oil future’s contracts, let’s take a look at the facts.
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