Articles

Gold's 73% Surge: A Supply-Demand Balance Analysis

20h ago
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Cyrus Cole
Gold's 73% Surge: A Supply-Demand Balance Analysis - Article cover image

Gold.com's Q4 Earnings: A Record Quarter Anchored in Commodity Strength

20h ago
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Cyrus Cole
Gold.com's Q4 Earnings: A Record Quarter Anchored in Commodity Strength - Article cover image

Gold Miner Earnings: A Balance Sheet Analysis of Production, Price, and Profitability

Yesterday
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Cyrus Cole
Gold Miner Earnings: A Balance Sheet Analysis of Production, Price, and Profitability - Article cover image

Gold and Silver: Assessing the Balance Between Speculative Pullback and Structural Demand

Yesterday
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Cyrus Cole
Gold and Silver: Assessing the Balance Between Speculative Pullback and Structural Demand - Article cover image

Oklo's Path to Profitability: Assessing the Business Model for Passive-Income Potential

Yesterday
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Cyrus Cole
Oklo's Path to Profitability: Assessing the Business Model for Passive-Income Potential - Article cover image

OPEC's January Output Drop: A Fleeting Dip or a Sign of Deeper Imbalance?

Yesterday
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Cyrus Cole
OPEC's January Output Drop: A Fleeting Dip or a Sign of Deeper Imbalance? - Article cover image

Ero Copper's Record Output: Assessing the Commodity Balance and Liquidity Impact

Yesterday
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Cyrus Cole
Ero Copper's Record Output: Assessing the Commodity Balance and Liquidity Impact - Article cover image

BitFuFu's January Output: Assessing Bitcoin's Supply-Demand Balance

02/05
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Cyrus Cole
BitFuFu's January Output: Assessing Bitcoin's Supply-Demand Balance - Article cover image

Hershey's Cocoa Cost Relief: A Commodity Balance Perspective

02/05
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Cyrus Cole
Hershey's Cocoa Cost Relief: A Commodity Balance Perspective - Article cover image

Marine Products: A Commodity Balance View on Boats, Costs, and Capacity

02/05
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Cyrus Cole
Marine Products: A Commodity Balance View on Boats, Costs, and Capacity - Article cover image

Copper's Price Dip: A Supply-Demand Imbalance in Focus

02/05
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Cyrus Cole
Copper's Price Dip: A Supply-Demand Imbalance in Focus - Article cover image

HyProMag USA's Texas Hub: A Financial and Supply-Demand Analysis

02/05
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Cyrus Cole
HyProMag USA's Texas Hub: A Financial and Supply-Demand Analysis - Article cover image

Congo's Copper Exports to Saudi Arabia: A Minor Trade Flow in a Tightening Market

02/05
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Cyrus Cole
Congo's Copper Exports to Saudi Arabia: A Minor Trade Flow in a Tightening Market - Article cover image

Shell's Q4: Navigating a Supply-Demand Imbalance and Trading Volatility

02/05
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Cyrus Cole
Shell's Q4: Navigating a Supply-Demand Imbalance and Trading Volatility - Article cover image

VAALCO's Canadian Divestment: Assessing the Impact on Production Balance and Growth

02/05
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Cyrus Cole
VAALCO's Canadian Divestment: Assessing the Impact on Production Balance and Growth - Article cover image

K92 Mining's 'New Golden Spring': Assessing the Production Expansion's Supply Impact

02/05
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Cyrus Cole
K92 Mining's 'New Golden Spring': Assessing the Production Expansion's Supply Impact - Article cover image

Silver's Crash: A Technical Correction or a Warning for the Structural Deficit?

02/05
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Cyrus Cole
Silver's Crash: A Technical Correction or a Warning for the Structural Deficit? - Article cover image

Container Shipping in 2026: A Market Pressured by Supply Growth and Demand Slowdown

02/04
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Cyrus Cole
Container Shipping in 2026: A Market Pressured by Supply Growth and Demand Slowdown - Article cover image

Gold's Physical Balance: Assessing Supply, Demand, and Inventory Pressures

02/04
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Cyrus Cole
Gold's Physical Balance: Assessing Supply, Demand, and Inventory Pressures - Article cover image

Indonesia's Coal Quota Cuts: A Supply Management Tool for a Weakening Demand Balance

02/04
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Cyrus Cole
Indonesia's Coal Quota Cuts: A Supply Management Tool for a Weakening Demand Balance - Article cover image

Copper's Price Whipsaw: Decoding the Investor Return from a Weakening Fundamentals

02/04
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Cyrus Cole
Copper's Price Whipsaw: Decoding the Investor Return from a Weakening Fundamentals - Article cover image

Bayridge's 2026 Uranium Drill Program: Assessing the Capital and Commodity Balance

02/04
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Cyrus Cole
Bayridge's 2026 Uranium Drill Program: Assessing the Capital and Commodity Balance - Article cover image

Visa's Bridge to China: Assessing the Remittance Corridor's Supply and Demand

02/04
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Cyrus Cole
Visa's Bridge to China: Assessing the Remittance Corridor's Supply and Demand - Article cover image

MediaTek's Margin Squeeze: A Commodity Balance Analysis

02/04
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Cyrus Cole
MediaTek's Margin Squeeze: A Commodity Balance Analysis - Article cover image

The Beer Volume-Price Trade-off: Carlsberg's Commodity Balance

02/04
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Cyrus Cole
The Beer Volume-Price Trade-off: Carlsberg's Commodity Balance - Article cover image

Equinor's Q4: A Price-Driven Earnings Drop in a Tightening Commodity Balance

02/04
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Cyrus Cole
Equinor's Q4: A Price-Driven Earnings Drop in a Tightening Commodity Balance - Article cover image

Tianqi's SQM Exit: A Signal of Lithium's Shifting Supply and Demand Balance

02/04
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Cyrus Cole
Tianqi's SQM Exit: A Signal of Lithium's Shifting Supply and Demand Balance - Article cover image

Exxon's Mossmorran Closure: Quantifying the Supply Shock and Cost Pressures

02/03
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Cyrus Cole
Exxon's Mossmorran Closure: Quantifying the Supply Shock and Cost Pressures - Article cover image

Energy Transfer's Pipeline Expansion: A Portfolio Approach to Commodity Flow

02/03
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Cyrus Cole
Energy Transfer's Pipeline Expansion: A Portfolio Approach to Commodity Flow - Article cover image

Highland Copper's Copperwood: Assessing Its Place in a Shifting Market Balance

02/03
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Cyrus Cole
Highland Copper's Copperwood: Assessing Its Place in a Shifting Market Balance - Article cover image