Commodity Analysis for Tuesday|2nd June 2026
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Commodity Analysis for Monday| 1st June 2026
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The Hidden Plumbing of Commodity Finance
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Commodity Analysis for Wednesday|3rd June 2026
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Commodity market guru Jeff Currie on the coming, inevitable oil price spike:“Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”
0:50
Commodity market guru Jeff Currie on the coming, inevitable oil price spike:“Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”
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I do believe structural supply shortages will lead to massive parabolic moves in certain commodities. My own portfolio's long term commodity bets are in uranium $DNN, $AGE, $URA & lithium $LAC. I've been accumulating for years and continue to add on dips.
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i warned these guys of exactly this problem - no moat because everyone is training on same data - two years ago. and warned them that AI would become a commodity.now they think they have made some big discovery. 🤣the inability of these guys to listen to anyone outside of Silicon Valley is gonna cost them a truly enormous amount of money. (and no proprietary data is not going to make that much of a difference, except in some narrow use cases)
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