Tag: energy – general
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The Government’s Writing Checks Again
The Pentagon is making bold bets on rare earths. But can government spending really fix a broken supply chain?
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Copper Just Got Tariffed — Now What?
Copper just surged — and it’s not just a chart story. From tariffs to tankers, the ripple effects are everywhere.
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Uranium’s Still Climbing — And It’s Not Just AI
Uranium’s breakout is no longer just about AI — heat waves, grid stress, and a negative GDP print are fueling a second wind.
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The Uranium Trade Isn’t Done Yet
Uranium is breaking out — and the AI revolution may be the reason why. Geof Smith reports.
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What China Just Gave Away (and What They’re Holding Back)
Markets are watching China after a rare earth giveaway — and rising energy demand has folks scrambling for backup power. Here’s what Geof’s watching this week.
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The Chaos Is Loud — But Energy Could Be the Real Story
While the headlines scream, a quiet energy story may be setting up for the next big move.
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Markets Are Churning. Here’s Why.
Geof Smith is back from teaching and diving into a volatile week: oil, gold, jobs, and geopolitical tension are all on the move. Here’s what he’s watching.
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Why Crude Oil Didn’t Budge Despite a Huge Inventory Draw
A massive oil inventory draw didn’t move the needle — and that says a lot about the current economic backdrop.
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AI Can’t Eat If the Grid’s Starving
AI needs power — and lots of it. Geof explains why the real winners of the AI boom might not be tech stocks at all… but something far more elemental.
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Market Radar: AI, Aluminum & Uranium — The Power Problem No One’s Ready For
Geof explains how AI, aluminum, and uranium are converging into a power-hungry trifecta — and why it’s moving markets in unexpected ways.
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Germany’s Nuclear Reboot Could Spark a Uranium Boom
Germany just did a nuclear 180 — and it could supercharge uranium demand. Geof explains what this energy pivot means and how he’s positioning for it.
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Market Radar: Germany Goes Nuclear, Oil at a Crossroads, and Moody’s Sparks Gold
Germany stuns with a nuclear pivot, oil sits at a tipping point, and Moody’s shakes up the bond market — Geof Smith breaks it all down in this week’s Market Radar.
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