Natural Gas Is Down, Your Power Bill Probably Won’t Be
Delta is the simplest Greek — and one of the most powerful tools to choose strikes, manage risk, and boost your trading edge.
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Tag: energy – power grid or infrastructure
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Weekly Wrap-Up: From Grid Strain to Gold Drains: What the Market’s Digesting
GDP dipped, copper spiked, and rumors swirled around BP. Geof breaks down the week’s market movers — and what’s next heading into the Fourth of July.
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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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Amazon’s Quiet Bet on Nuclear Power
Amazon is putting new AWS data centers near nuclear plants — and that might say more about energy’s future than any headline. Geof breaks it down.
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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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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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