Good Reads
Mexico and Canada plan joint action on minerals
Mexico and Canada will present an joint action plan on minerals, infrastructure and supply chains in the second half of the year, Mexico’s Economy Minister Marcelo Ebrard said on Monday after meeting with Canada’s Minister of Trade, Dominic LeBlanc, in Mexico City. Read on »
EU Natural Gas Deep Dive: Cheap Gas, Fragile System
The European natural gas market is structurally in a bear market. That is unequivocally good news for European consumers. Yet it remains vulnerable on a country-by-country basis for reasons we will lay out in this Substack. Read on »
Gold Hovers Near $5,000 an Ounce With US and China Closed
Precious metals drifted lower in thin trading, with many Asian traders offline for the Lunar New Year break, and the US also closed. Gold fell 0.9%, holding near $5,000 an ounce. Bullion gained 2.4% Friday after a modest rise in the US consumer price index for January allayed concerns about a bigger jump. Read on »
Community News
China’s coal-fired power generation declines for the first time since 2015 Link>>
Ranked: The Countries Buying (and Selling) the Most Gold Since 2020 Link>>
US NatGas Futures Sink To Four-Month Low As Mid-Atlantic Exits Brutal Winter Link>>
Your Gold Is Only as Good as Where You Store It Link>>
The shale boom that made the U.S. the world's top oil producer is nearing a crucial turning point Link>>