Uranium’s Quiet Pivot Starts Before the Price Moves
Uranium is steady, boring, and probably already moving in ways the spot price hasn’t registered yet.
That’s the frame worth holding. URA closed at $4…
Energy Security
What Is the Market Still Getting Wrong About $100 Oil?
If crude oil has already moved 72% in three months, what exactly is the market still not pricing in? WTI settled at $99.6 on March 27, 2026, according to front-month futures. Three months earlier, on December 29, 2025, it was $58.1. That is not a drift. That is a repricing of physical reality — and there is a reasonable case that it is still incomplete. The obvious story is the Middle East. Iran war headlines are saturating global trade sentiment. The Philippines declared a national energy emergency to protect domestic supply, which is a specific kind of signal. Countries do not reach for emergency declarations when they expect markets to … Read more