What We See in PBF (Fewer Refineries, Simple Trade)
Refinery shutdowns tighten supply. We outline a tiny, defined-risk way to lean into a survivor—without chasing or betting the farm.
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Tag: supply shortages
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All Posts - Casey Stubbs - Chris Pulver - David Trainer - Graham Lindman - Geof Smith - Nate Tucci - Jeffry Turnmire - ProsperityPub
Copper pops on disaster at FCX
A major FCX mine outage tightened copper supply, sending prices higher and lifting competitors like SCCO as FCX sold off.
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Back in the saddle (and the market’s already acting up)
I just got back from vacation — and the market’s already throwing curveballs. Here’s what’s got my attention right now…
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