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Gold: Buying This Correction. 3 Names We Are Adding
Gold is under continued selling pressure today... We are adding.
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Uranium – Cameco Guidance Hanging by a Thread, Implications for Market Purchases
Cameco’s flagship McArthur River mine and Key Lake mill are cut off.
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Uranium — Release Valve Running Dry?
We do not own Cameco, but the Q1 results carry read-through for the broader uranium sector.
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The Uranium Catalyst Nobody Is Pricing In
We believe utility restocking is rapidly becoming the central catalyst for the uranium bull case — shifting from mere optionality to a high-probability…
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From Conflict to Catalyst: Uranium's Next Leg Higher
After having been cautious early last year, we turned constructive on uranium in summer. We now turn outright bullish.
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Gold – GMining Acquisition of G2: Key Takes
We have crunched the numbers on G Mining Ventures announced takeover of G2 Goldfields.
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Natural Gas – Updated European Outlook After Ceasefire
European natural gas prices (TTF) dropped below €45/MWh, with news that the US and Iran have agreed to a two-week ceasefire, which includes the…
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Gold’s Descent: Now What?
Gold has dropped by 27% from its January peak, at time of writing...
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Gold: Where is the Bottom?
Gold has dropped >16% from its peak two months ago, positioning it…
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Natural Gas - European Outlook: Navigating Volatility and Geopolitical Tensions
This report provides an in-depth analysis of the current European gas market, with a particular focus on price dynamics, supply risks, and the…
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Uranium and Elemental Sulphur: Assessing Potential Risks
Commentary has flagged the Strait of Hormuz as a potential chokepoint for global elemental sulphur supply. We assess the risks...
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Gold & Miners in a New Energy Crisis – Lessons from 1973 Revisited
The current escalation involving Iran, strikes across the Gulf, disruptions in the Strait of Hormuz—combined with surging energy prices—are evoking…
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Our Preferred Play on Oil…
In light of the developments in Iran and the Middle East/Gulf, we thought we would highlight our preferred structural play on Oil.
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Asymmetric Research
Asymmetric Research
Independent natural resources research. Rick Rule has highlighted our work on multiple occasions. Founded by a former sell-side equity analyst and hedge fund analyst at an energy transition fund. Not investment advice. DYOR.
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