Copper Supply

Down 

Stocks Vs. Money Supply

The money supply is boosting stocks with a lag. 

Global Money Supply Vs. Gold

Money supply keeps rising, so will gold.

Silver Supply and Demand - Surplus and Deficit

Is silver going into a new reality? 

https://inflationdata.com/articles/inflation-adjusted-silver-prices/

https://www.fundsindia.com/blog/mf-research/silver-lining-is-it-time-to-add-silver-to-your-portfolio/32139

Silver Supply Deficit

Silver supply deficits as far as the eye can see. 

Silver demand is strong.

Silver supply and demand

Silver demand will outpace silver supply. 

Silver supply and demand

 

Copper mine supply disruptions

Copper supply will be weak in the coming years. Silver as well.

IEA Oil Supply and Demand

Oil is getting worse. 

Due to oil on water.

Production still needs to rise.

Copper Supply Shock

Copper will be bullish. 

PGM demand deteriorating

PGM demand is not improving. Worst sector to invest in. 2021 (upper chart) Vs. 2025 (lower chart).

M2 Vs. Inflation

 The increase in money supply suggests that an inflation wave is coming. M2 leads CPI by 18 months.

IEA Oil Supply and Demand

Oil should drop. 

Update Feb 2025:

Oil supply and demand: $60 oil

$60 oil is coming. 

Oil surplus in 2025

It's still not the moment to buy energy. 

Update: 12-dec-2024

OPEC Production Increase

Buhbye oil.

IEA Oil Demand and Supply

Oil is going into surplus. 

Jan-2025

What oil supply disruptions?

There are no oil supply disruptions in the Middle East... 

What if oil on water inventories rebound?

It's over for lithium

Lithium is going in surplus for many years. 

Oil is peaking

McKinsey take on oil.