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Renegade Resources

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Sector Energy
Content Type Analysis
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What do steel tariffs mean for the oil industry in the US ....Trump retaliation to Doug Ford

March 11, 2025, 5:08 p.m.

No Paywall
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This week in metals, energy, equities, rates and softs

Feb. 22, 2025, 8:41 p.m.

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Thoughts on China Reciprocal Tariffs on US Energy

Feb. 12, 2025, 8:31 p.m.

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Everyone saw that post today

Jan. 13, 2025, 8:11 p.m.

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Was super fun being invited to the New Orleans Investment Conference this year…here is my slide deck

Dec. 3, 2024, 8:03 p.m.

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The Silver Pullback on the Trump “Renewables Trade” is Misguided

Nov. 10, 2024, 6:32 p.m.

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US Sanctions on Iranian Ghost Fleet's Are All Bark and No Bite

Oct. 15, 2024, 7:54 p.m.

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The Strait of Hormuz: Despite MSM Fear Mongering, the Likelihood of an Actual Closure of the Straight of Hormoz is Slim

Oct. 10, 2024, 7:03 p.m.

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Palladium vs. Platinum: The Battle for Catalytic Converters Amid U.S. Sanctions on Russian Metals

Sept. 16, 2024, 4:01 p.m.

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At Risk Metals (ARM): The silent sector no one is talking about

Sept. 13, 2024, 5:13 p.m.

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North American Bureaucracy is Stifling Resource Production—And It’s Putting National Security at Risk: The global demand for critical minerals—those essential for everything from electric vehicles to national defense—is skyrocketing.

Sept. 11, 2024, 7:42 p.m.

No Paywall
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Wheat is Setting Up for a Bull Run: We are on the brink of a long wheat thesis.

Sept. 9, 2024, 6:29 p.m.

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Not a bad outcome for the first US-Africa Nuclear Summit : The U.S.-Africa Nuclear Energy Summit 2024, which just concluded in Nairobi, marked a significant milestone in fostering nuclear energy cooperation between the United States and Africa.

Aug. 30, 2024, 7:53 p.m.

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Let's Talk Copper : Here is an excerpt from the report I wrote back on February 6, 2024 …this is BEFORE my latest analysis on AI Data Demand Centers

June 30, 2024, 5:07 p.m.

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Silver - a giant in slumber? : I wrote this a few months ago for Damped Spring If you want to sign up for our alpha portfolio you can sign up here and get the full report > https://dampedspring.com/dschigrl/Renegade Resources is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

June 18, 2024, 6:47 p.m.

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MicDropMarkets: Tuomas Malinen @mtmalinen PREMIERING NOW!: Renegade Resources is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

June 17, 2024, 4:20 p.m.

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DEATH OF USD?: Lots of talk of death of the dollar over the last few weeks, as TotalEnergies purchased a cargo of LNG in yuan from China, China making deals to trade in Yuan, and Russia exploring other currencies to trade oil in due to sanctions. I believe these calls are VERY premature.

April 9, 2023, 7:51 p.m.

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Let's Talk About the SPR (Again): Valero, Marathon top beneficiaries of U.S. emergency oil releases Oil refiners Valero Energy Corp VLO.N and Marathon Petroleum Corp MPC.N are the biggest beneficiaries of the U.S. government's oil reserve releases, taking nearly half the crude offered, a Reuters analysis of Department of Energy data showed on Wednesday.

Sept. 29, 2022, 10:59 p.m.

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Energy Subsidies of the West: Holy Stimulus Batman!

Sept. 10, 2022, 6:04 p.m.

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Russian Oil Price Caps: G7 statement was pretty vague on how they would actually go about doing this … “In line with our extensive and ongoing engagement with a diverse group of countries and key stakeholders, we invite all countries to provide input on the price cap´s design and to implement this important measure”

Sept. 5, 2022, 5:13 p.m.

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Coming soon: This is Renegade Resources , a newsletter about Macro commodity landcape and geopolitics.

Sept. 5, 2022, 4:21 p.m.

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