🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Apollo: Data center construction added one percentage point to GDP growth in the first quarter. This will be a strong tailwind to US economic growth over the coming years.

Remarkable chart. Spending on computer equipment just made its largest contribution to GDP on record in the most recent quarter. Unlike the steady buildup we saw in the 1990s, this time we’re seeing a sharp, sudden surge. I don't think the world is prepared for the surge in

You know the Alaska oil pipeline. Construction began 50 years ago Now there’s a new push for an Alaska natural gas pipeline that converts to LNG and is sold to Japan, Taiwan or other buyers. It’s been discussed for years but now there’s new momentum. We are heading

It’s that time of the year again! Weather update time (lol). Warmer than normal weather expected to start cooling demand season. This coupled with flat production should see a small gap higher in natural gas at open.

New Jersey seppuku New Jersey electricity prices will increase 20% as of June 1, which they said would happen several months ago. Let's examine the problems with their plan and infrastructure. New Jersey imports a considerable portion of its electricity due to limited

AI data centers could consume 12% of all American energy output by 2028. (It was 4% in 2023.) csofutures.com/news/data-cent…

Met with the 2 largest US natural gas producers at the RBC Energy Conference in NY today whom account for ~ 12% of US supply. Both said they are at peak production for the year (declining into YE) and need a "structural price change" to start growing again ($4-$5 strip for next

Central banks have been buying nearly four times more gold than what has been publicly disclosed, according to Bloomberg. A new gold rush is unfolding in real time.

Amazon plans to spend $10 billion on new data centers in North Carolina to expand its artificial intelligence infrastructure, the company said. Wonder what will power these? 😁 share.google/Vl3PVTTP2YKRiF…

US Power Grid "Getting Critically Tight" — Time To Consider Backup Power At Home zerohedge.com/commodities/us…

It's ridiculous that mining stocks are down due to a $5 drop in the price of gold. Silver is up 1.4%, platinum is up 2.6%, and palladium is up 5%. Precious metals are breaking out. Gold is only down as bearish spreads are being unwound. This is extremely bullish for gold too.

#Natgas powerburn has significantly improved this week, both on an absolute basis and in its share of the powerstack. As the Figure below shows, 2025 has essentially drawn even with year-ago levels (at least for the moment) at around a 40% share.

I changed the default future gold price on GSD to $5K. Here are the new upside targets for the Elite 8. Note that I expect Franco-Nevada and Wheaton to be at least 3-baggers. Here is the math for Newmont: Assumptions Timeframe: 24-36 months Gold price: $5000 Production:

China's Need For US Chemicals Greater Than US Need For Rare Earths zerohedge.com/markets/chinas…

Duke Energy proposes 1.4-GW gas-fired plant in South Carolina spglobal.com/commodity-insi…

But honestly, the #dollar / precious #metals / #gold are the REAL story here. We've already taken out some support in #DXY -- and we're on the cusp of breaking very important, long-term levels, too.

$NEM going out plus 3.72% vs. 1.64% for $HUI, 1.81% $GDX, minus 1.17% $SPY, anyone who did not own $NEM underperformed their benchmarks this week: let that sink in, all of you $NEM haters. Not investment advice; do your own due diligence. Past outperformance of this sector does

We keep being told real estate is expensive. But it turns out that it’s only expensive when priced in funny money. When you price housing in real money, it’s actually not that expensive at all. Great chart from Topdown Charts

Goldman Sachs sees gold hitting $4,000/oz as China is secretly loading up on more gold than officially being stated. As we have said many times before. China is underreporting its gold holdings while the U.S. is over reporting.

#1 David Szybunka, Sr. Portfolio Manager, MD, Energy Team, Canoe Financial - in the last 2-3 years in the energy sector, the biggest m&a cycle he has ever seen in his career - fewer & fewer companies controlling more & more of the quality resources bnnbloomberg.ca/video/shows/th…