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Scarcity Warnings In Physical World Send Commodities To 14-Year High, Threatening Stock Rally
Scarcity Warnings In Physical World Send Commodities To 14-Year High, Threatening Stock Rally
Readers are familiar by now with the broad-based commodity rally, with energy, agricultural products and metals moving sharply higher as former Goldman Sachs commodities head Jeff Currie warned this summer of growing scarcity in the physical economy.
The Bloomberg Commodity Index has climbed to levels last seen in 2012...
... while the Quantix Commodity Index has hit a new record high.
Bloomberg macro strategist Simon White is out with a new note this morning warning that the commodity rally...
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Aug 14, 2026 / Tyler Durden
The Great Decline Of Britain
The Great Decline Of Britain
Authored by Steve Watson via Modernity News,
Britain's streets are rotting in plain sight. Road signs coated in years of grime, pavements choked with weeds, blocked drains, overflowing bins and potholes have become everyday features of life in what was once a first-world country.
Local authorities, funded by rising council tax, routinely fail to deliver the most basic maintenance. Ordinary people - including schoolchildren - are now having to do the job themselves.
All across the length and breadth of the country, from London squares to provincial...
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Sep 14, 2026 / Tyler Durden
US Data Centers To Burn More Natural Gas Than Most Nations
US Data Centers To Burn More Natural Gas Than Most Nations
Several weeks ago, we explained why most data center developers favor on-site gas power: it boiled down to two main reasons - availability (especially since modular nuclear power for commercial 'behind the meter' use is still in the distant future) and price. Furthermore, a recent BloombergNEF analysis shows the marginal cost of operating an on-site gas plant may be below industrial electricity tariffs, making continued generation from on-site assets the cheaper option in many cases.
As we discussed in late...
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Mar 30, 2026 / Dave DeCamp
Trump Threatens To ‘Blow Up’ Iran’s Desalination Plants
President Trump on Monday added Iran’s desalination plants to the list of infrastructure he may “blow up” if a deal isn’t reached to end the war, threatening attacks on the country’s water supply, a clear war crime under international law. “The United States of America is in serious discussions with A NEW, AND MORE REASONABLE, […]
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