Blog•Feb 20, 2026
Gold and Silver Recovering
The episode reviews a recent rally in gold and silver prices, noting modest gains in Europe and unusually low trading volumes on the U.S. Comex market due to a holiday. It highlights the scant speculative interest and low open interest in both contracts, suggesting a market cleanse of weak long positions. The discussion points to Shanghai’s market as the primary price driver, especially for silver, and mentions geopolitical tension with potential U.S. action against Iran that could further influence metal prices.
By McleodFinance (Alasdair Macleod)
Blog•Feb 18, 2026
Gold & Silver Rebound After Latest Selloff, While Warsh's 'Treasury Accord' Looms...
Gold and silver prices bounced back after a recent sell‑off, with gold futures climbing $121 to $5,026 and silver futures up $4.50 to $78.04, while the Shanghai silver market remains closed for a holiday. The episode notes regional price differences,...
By Arcadia Economics’ Gold & Silver Daily
Blog•Feb 17, 2026
Industry Needs $90/Bbl.
The episode explains that the oil industry needs oil prices around $90 per barrel to achieve a 10% return on capital, the threshold where oil stocks typically outperform the S&P 500. It highlights that current reinvestment rates are just above...
By The Crude Chronicles
Blog•Feb 17, 2026
Wheat at the Ceiling: Is This Rebound Real?
The episode examines the recent rebound in wheat prices, noting a 3.6% weekly gain that places futures just below the long‑term technical ceiling. While global production remains near record levels—841.8 million tonnes—with strong output from Russia, Argentina, and the EU, U.S....
By CropGPT Soft Commodity Pricing
Blog•Feb 15, 2026
Silver Paper's Problem
The episode examines the severe liquidity crunch in both physical and paper silver, highlighted by a sharp drop in COMEX open interest and widening spreads that deter speculators. It explains how banks and traders are constrained by the high value...
By McleodFinance (Alasdair Macleod)
Blog•Feb 9, 2026
Interview with Triangle Investor
In this episode, economist Alasdair Macleod outlines a 2026 outlook where a tightening silver market, driven by massive physical shortages and surging demand from China and India, is creating a sharp premium between Shanghai and Western markets. He warns that...
By McleodFinance (Alasdair Macleod)
Blog•Feb 8, 2026
I Talk Silver with Danny of CapitalCosm
In this episode Alasdair Macleod talks with Danny from CapitalCosm about the current state and outlook for silver as an investment. They explore silver's price dynamics, its relationship to gold, and the macroeconomic factors—like inflation, monetary policy, and industrial demand—shaping...
By McleodFinance (Alasdair Macleod)
Blog•Feb 8, 2026
Silver Post-Smash Outlook
Alasdair Macleod analyzes the aftermath of a recent sharp drop in silver derivatives, noting that hedge fund long positions are near a 20‑year low while physical liquidity in COMEX and London vaults is extremely thin. He warns that a massive...
By McleodFinance (Alasdair Macleod)
Blog•Feb 4, 2026
US Weekly Oil Data
The episode breaks down the latest U.S. weekly oil production and inventory figures, highlighting recent shifts in crude output, refinery utilization, and stockpile levels. It explains how these data points are influencing price movements and market sentiment, especially in the...
By Anas Alhajji (Energy Outlook Advisors)
Blog•Feb 4, 2026
Hormuz on the Brink?
U.S. forces escalated the standoff with Iran after an F‑35 shot down an Iranian drone that approached a carrier in the Arabian Sea. Both sides have scheduled high‑level talks in Istanbul, raising hopes for a diplomatic de‑escalation. The dispute centers...
By Energy Flux
Blog•Feb 4, 2026
Watch Out for Japan’s Election on Sunday
The episode analyzes the recent collapse in gold and silver prices, attributing it to extremely low speculative open interest on COMEX and a lack of buyers, which created a price vacuum. It notes that the market has now stabilized as...
By McleodFinance (Alasdair Macleod)
Blog•Feb 4, 2026
Interview with Jasmine of Money Magpie
In this episode, Alasdair Macleod discusses the potential collapse of the fiat currency system, drawing parallels to the Weimar Republic's hyperinflation and the subsequent surge in gold prices. He argues that fiat money depends on confidence and credit, but governments...
By McleodFinance (Alasdair Macleod)
Blog•Feb 1, 2026
Interview with Jesse Day of Commodity Culture
In this episode, host Alasdair Macleod and guest Jesse Day of Commodity Culture explore the theory that China is amassing silver to eventually back the yuan with a silver standard, a move that could accelerate the dollar’s decline. They discuss...
By McleodFinance (Alasdair Macleod)
Blog•Feb 1, 2026
No Glut in Sight: Why Oil Bears Remain Mistaken—Despite OPEC+ V8 Easing the Taps in April
The episode explains that recent oil price gains are driven primarily by sharp production cuts in the United States and Mexico caused by an unusually harsh winter, rather than by OPEC+ policy changes. Geopolitical tension, including rumors of a possible...
By Anas Alhajji (Energy Outlook Advisors)
Blog•Jan 29, 2026
Inventories Before and During the Storm: A Reliable Predictor of… Nothing
The episode examines U.S. oil inventory data, highlighting that the Strategic Petroleum Reserve (SPR) has accumulated more barrels since early 2025 than the increase in domestic crude production. This discrepancy undermines claims of a true global oil surplus, as much...
By Anas Alhajji (Energy Outlook Advisors)