Podcasts about natgas

Sean McDonough of New West joins the pod to discuss how oil and gas bitcoin mining has changed and where the sector is headed. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Sean McDonough, president and founder of New West Data joins us to talk about the company's vertically integrated oil and gas bitcoin mining operations in Alberta, Canada. We explore the pros and cons of full O&G ownership versus JV partnerships, barriers for large oil companies entering Bitcoin mining, regulatory considerations in Alberta, and the convergence of oil, gas, and AI data centers.Subscribe to our newsletter! **Notes:**• New West: $1.5M CAD per megawatt CapEx cost• Alberta flare gas mining still relatively small scale• Dual revenue streams: oil sales + Bitcoin mining• Cash flows split evenly between oil and Bitcoin• Generators are largest CapEx item, more than miners• Hash rate trading in 800-900 range for months00:00 Start02:38 New West04:26 Ownership instead of service07:35 Why don't we see more miner vertical integration10:06 JV's and risk10:56 Nat Gas economics12:30 Nat Gas more profitable than mining?15:48 Regulation in Alberta17:57 Understanding of BTC mining in Alberta19:58 Drillers shifting thinking24:37 Economics of pure play Nat Gas mining?28:45 Have oil producers soured on BTC miners?32:55 NYDIG & Caruso buyout36:09 Ai energy bottleneck41:00 Hashrate predictions42:41 Hashrate chart waves

FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Sean McDonough, president and founder of New West Data joins us to talk about the company's vertically integrated oil and gas bitcoin mining operations in Alberta, Canada. We explore the pros and cons of full O&G ownership versus JV partnerships, barriers for large oil companies entering Bitcoin mining, regulatory considerations in Alberta, and the convergence of oil, gas, and AI data centers. Subscribe to our newsletter!  **Notes:** • New West: $1.5M CAD per megawatt CapEx cost • Alberta flare gas mining still relatively small scale • Dual revenue streams: oil sales + Bitcoin mining • Cash flows split evenly between oil and Bitcoin • Generators are largest CapEx item, more than miners • Hash rate trading in 800-900 range for months 00:00 Start 02:38 New West 04:26 Ownership instead of service 07:35 Why don't we see more miner vertical integration 10:06 JV's and risk 10:56 Nat Gas economics 12:30 Nat Gas more profitable than mining? 15:48 Regulation in Alberta 17:57 Understanding of BTC mining in Alberta 19:58 Drillers shifting thinking 24:37 Economics of pure play Nat Gas mining? 28:45 Have oil producers soured on BTC miners? 32:55 NYDIG & Caruso buyout 36:09 Ai energy bottleneck 41:00 Hashrate predictions 42:41 Hashrate chart waves

Tom welcomes Alex Krainer to the show to discuss the importance of investing in commodities like gold and silver as a hedge against inflation and geopolitical instability. Krainer highlights the manipulation of markets, particularly natural gas, which has been kept artificially low to control food prices. Krainer discusses the problems created by the modern debt based systems and why these structures need to change for humanity to progress. He feel the world is heading towards an uncharter period of multi-polarity in currencies. Krainer emphasizes the need for individuals to build local support networks, as governments may fail to provide adequate assistance during crises. He advises investors to get to know their neighbors and develop practical solutions to survive challenges like shortages or economic disruptions. Krainer also touches on his work in trend following and provides resources such as his Substack newsletters and books, which are available for free on his website. His insights underscore the importance of preparedness and resilience in uncertain times. Timestamps: 00:00:00 - Introduction00:00:52 - U.S. Imperial Interests00:07:02 - Repeatable Cycles?00:11:43 - A Multi-Polar World?00:15:48 - Trump's Policies00:20:25 - Ukraine War Progression00:24:25 - Wars, Debt System, & Profits00:30:38 - Framework & Systems00:37:40 - Reforming Banking00:48:55 - Central Bank Gold Buying00:51:56 - Silver's Behavior?00:54:50 - Trend Analysis & Risks00:59:44 - Energy, NatGas, Crude Oil01:02:36 - Concluding Thoughts Guest Links:Website: https://isystem-tf.com/Books: https://isystem-tf.com/about/Substack: https://alexkrainer.substack.comX: https://x.com/NakedHedgie Alex Krainer is an author and hedge fund manager based in Monaco. He was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. Alex was born in Rijeka, Croatia , and spent a year in California as part of a student exchange program when he was 17 years old. He later transferred to Switzerland, where he completed a degree in Business and Economics.After his studies, Alex lived in Venezuela for a year and experienced his first banking crisis when 9 of Venezuela's 16 largest banks failed. He returned to Croatia and joined the military, serving through 1995 during the last phases of Croatia's war of independence.Alex has worked as a market analyst, researcher, trader, hedge fund manager, and CEO since 1996, mostly out of Monaco. He is the founder of Krainer Analytics and creator of I-System Trend Following. As an author, Alex has written books such as "The Grand Deception: The Browder Hoax," which was censored and banned. His work often focuses on geopolitical issues, including the conflict between Russia and the west.

After 7 years Wells Fargo is once again allowed to grow deposits, after being penalized for its fake account scandal. What's it mean for the rest of the sector, particularly the regionals? We discuss. Then the CEO of HPE joins the show. After reporting a beat across the board. The outlook for its AI server business and the impact of tariffs. Plus pipeline operator Williams looking to revive a controversial natural gas pipeline project based in New York State. Its CEO addresses the backlash and outlook for the nat gas sector.

Please listen, comment, and share this great conversation with Galyn Black of Bentaus during another Talking Energy Show by Oilfield Tailgate with my cohost Josh McCollom in our #podcast studio at The Office OKC of Pharaoh Energy Services and Assault Chemical Solutions He is in to leading technology developing data centers from our #naturalgas resources! He also can perform a c-section on a goat. #energy #datacenter #power #oilgas #technology #science #AI #blockchain #crypto #bitcoin #computing #engineering #networking #news #policy #regulations #electricity #environment From bentaus.com - we help companies with the land, power, and expertise needed to develop high-performance computing (HPC) facilities that drive their operations forward. From initial planning through to full integration, we ensure your data center is optimized for efficiency and scalability. � New to streaming or looking to level up? Check out StreamYard and get $10 discount! �

This episode starts with the 'Movers and Shakers' report, highlighting significant trades at the CME Group. The report indicates a bias towards the green, with notable activity in heating oil, Bitcoin, and palladium among others. The episode also discusses trading volumes and price volatility in Nat Gas, particularly highlighting active contracts and skew trends. The show wraps up with insights into various asset classes, including energies, metals, and agriculture, along with a focus on Nat Gas options.  00:00 Introduction to Options Insider Radio Network 03:27 Movers and Shakers Report 11:34 Diving into Nat Gas Options 18:49 Conclusion and Upcoming Episodes  

This episode starts with the 'Movers and Shakers' report, highlighting significant trades at the CME Group. The report indicates a bias towards the green, with notable activity in heating oil, Bitcoin, and palladium among others. The episode also discusses trading volumes and price volatility in Nat Gas, particularly highlighting active contracts and skew trends. The show wraps up with insights into various asset classes, including energies, metals, and agriculture, along with a focus on Nat Gas options.  00:00 Introduction to Options Insider Radio Network 03:27 Movers and Shakers Report 11:34 Diving into Nat Gas Options 18:49 Conclusion and Upcoming Episodes  

In this special 450th episode Mark Longo is joined by veteran guests Dan Gramza (Gramza Capital Management) and Nick Howard (Bantix Technologies and QuikStrike) to break down the complex world of futures options trading. The team dives into the movers and shakers in the futures options market, covering key sectors like gold, crude oil, and natural gas. They discuss the latest trends in these sectors, analyzing options trading volumes, their impacts, and future predictions. The episode also explores the tools available on QuikStrike, including the newly updated CVOL tool and its potential for volatility trading. The discussion wraps up with detailed analyses from Gramza and Howard, providing insights into the nuances of equity options trading in the current market.    01:22 Welcome to This Week in Futures Options 03:57 Episode 450 Special Guests 05:38 Movers and Shakers Report 09:53 Exploring the CVOL Tool 17:20 Deep Dive into Gold Options 30:44 Analyzing Nat Gas Trends 34:10 Natural Gas Market Dynamics 35:32 Nat Gas Volatility and Market Sentiment 42:17 WTI Crude Oil Market Analysis 53:12 Equities Market Insights 01:04:13 Closing Remarks and Future Outlook  

In this special 450th episode Mark Longo is joined by veteran guests Dan Gramza (Gramza Capital Management) and Nick Howard (Bantix Technologies and QuikStrike) to break down the complex world of futures options trading. The team dives into the movers and shakers in the futures options market, covering key sectors like gold, crude oil, and natural gas. They discuss the latest trends in these sectors, analyzing options trading volumes, their impacts, and future predictions. The episode also explores the tools available on QuikStrike, including the newly updated CVOL tool and its potential for volatility trading. The discussion wraps up with detailed analyses from Gramza and Howard, providing insights into the nuances of equity options trading in the current market.    01:22 Welcome to This Week in Futures Options 03:57 Episode 450 Special Guests 05:38 Movers and Shakers Report 09:53 Exploring the CVOL Tool 17:20 Deep Dive into Gold Options 30:44 Analyzing Nat Gas Trends 34:10 Natural Gas Market Dynamics 35:32 Nat Gas Volatility and Market Sentiment 42:17 WTI Crude Oil Market Analysis 53:12 Equities Market Insights 01:04:13 Closing Remarks and Future Outlook  

This episode provides an in-depth look at the latest trends in the futures options market. The show highlights top trades, hot products, and volatility changes. It features updates on significant movements in futures such as the E-mini S&P MidCap 400, Bitcoin, gold, NatGas, and oats on the light side, and healthcare sector, lean hogs, lumber, soybean oil, and corn on the dark side. The episode also covers the CME Group's Volatility Dashboard and discusses post-Fed market impacts. The episode delivers vital insights for both seasoned traders and newcomers, keeping them informed about market developments.   01:04 Welcome to This Week in Futures Options 03:44 Movers and Shakers Report 07:34 CVOL Analysis 11:32 Upcoming Content and New Programs 12:57 Conclusion and CME Group Information  

This episode provides an in-depth look at the latest trends in the futures options market. The show highlights top trades, hot products, and volatility changes. It features updates on significant movements in futures such as the E-mini S&P MidCap 400, Bitcoin, gold, NatGas, and oats on the light side, and healthcare sector, lean hogs, lumber, soybean oil, and corn on the dark side. The episode also covers the CME Group's Volatility Dashboard and discusses post-Fed market impacts. The episode delivers vital insights for both seasoned traders and newcomers, keeping them informed about market developments.   01:04 Welcome to This Week in Futures Options 03:44 Movers and Shakers Report 07:34 CVOL Analysis 11:32 Upcoming Content and New Programs 12:57 Conclusion and CME Group Information  

  Welcome to the KE Report Weekend Show!   On this weekend’s show, we take a step back from the daily market noise to focus...

Welcome to the KE Report Weekend Show!   On this weekend's show, we take a step back from the daily market noise to focus on the broader trends in the gold and energy sectors. We explore how investors are positioning across the commodity equity spectrum, from large-cap producers to junior explorers, and highlight key developments on the production side that could influence both prices and sentiment moving forward. Segment 1 & 2 - Joe Mazumdar, Editor of Exploration Insights, returns to break down his comprehensive analysis of North American-listed gold producers, highlighting how companies like Agnico Eagle, Kinross, Alamos, Lundin Gold, and Dundee Precious Metals stand out due to high margins, strong balance sheets, and consistent operational execution. He also discusses shifting investor preferences between growth, dividends, and jurisdictional risk, along with the growing competition from royalty companies and implications from recent M&A activity. Click here to visit the Exploration Insights website to follow along with Joe.    Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, returns to share his outlook on oil and natural gas prices, citing geopolitical risks, seasonality, and LNG-driven demand as key factors shaping the market. He explains why U.S. oil production may have peaked, lays out his bullish thesis on natural gas amid rising AI-driven electricity demand, and highlights specific small-cap energy stocks like Hemisphere Energy, Rubellite Energy, and Range Resources that offer strong free cash flow and dividend potential in a low-price environment. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

In this episode host Mark Longo and guest Uncle Mike Tosaw from St. Charles Wealth Management discuss the latest developments in various trading markets. The show covers the explosive activity in natural gas, significant movements in gold and silver, and the volatile trends in the S&P 500 and Treasury notes amid recent tariff announcements. Uncle Mike offers insights into volatility impacts, trading strategies, and the comparative strengths of trading various options. Listener questions are also addressed, adding practical advice and trader perspectives for both novice and experienced investors.   01:03 Welcome to This Week in Futures Options 04:20 Movers and Shakers Report 08:51 Volatility Insights 13:37 Deep Dive into Nat Gas 21:05 Exploring Gold and Silver Markets 29:17 Silver Market Analysis 30:02 Uncle Mike's Silver Insights 33:57 Silver Options Activity 37:35 Interest Rates and the 10-Year Note 44:16 Equities Market Overview 52:02 Listener Polls and Final Thoughts  

In this episode host Mark Longo and guest Uncle Mike Tosaw from St. Charles Wealth Management discuss the latest developments in various trading markets. The show covers the explosive activity in natural gas, significant movements in gold and silver, and the volatile trends in the S&P 500 and Treasury notes amid recent tariff announcements. Uncle Mike offers insights into volatility impacts, trading strategies, and the comparative strengths of trading various options. Listener questions are also addressed, adding practical advice and trader perspectives for both novice and experienced investors.   01:03 Welcome to This Week in Futures Options 04:20 Movers and Shakers Report 08:51 Volatility Insights 13:37 Deep Dive into Nat Gas 21:05 Exploring Gold and Silver Markets 29:17 Silver Market Analysis 30:02 Uncle Mike's Silver Insights 33:57 Silver Options Activity 37:35 Interest Rates and the 10-Year Note 44:16 Equities Market Overview 52:02 Listener Polls and Final Thoughts  

With the ramp up of two LNG projects on the Gulf Coast this year and more demand on the way in 2026, all eyes are on the swift rise in prices. But will producers be incentivized to swiftly grow production volumes after a prolonged period of low prices? NGI's Jacob Dick, senior editor of LNG, talks with East Daley Analytics' Jack Weixel, senior director of energy analysis, about the price and production outlook headed into 2026 and how volatility may be here to stay.

  Welcome to the KE Report Weekend Show!    With commodities continuing to run higher, on this weekend's show we focus on where the best...

  Welcome to the KE Report Weekend Show!    With commodities continuing to run higher, on this weekend's show we focus on where the best opportunities are for investors.     If you enjoy the show, be sure to explore our website (kereport.com), podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   Segment 1 & 2 - Sean Brodrick, editor of Wealth Megatrends and Resource Trader kicks off the show highlighting the strength in gold producers, with names like Agnico Eagle, Equinox, and Calibre delivering outsized returns and earnings leverage. He also sees opportunity in silver and copper equities catching up to commodity price moves, while remaining cautious on uranium due to geopolitical uncertainty. Sean notes growing interest in traditional energy stocks like Chevron, EQT, and Schlumberger, pointing to potential upside on any pullbacks. Click here to learn more about Sean's Resource Trader newsletter.    Segment 3 & 4 - Josef Schachter, Founder and Editor of the Schachter Energy Report outlines his outlook for stable-to-rising natural gas prices driven by cold weather, storage deficits, and record LNG exports, while forecasting a potential $10 oil price spike due to geopolitical tensions. He highlights investor preference for shareholder returns over production growth, names top dividend-paying Canadian energy stocks, and discusses emerging M&A deals and transformative transactions like Inplay Oil's acquisition of Obsidian assets. Click here to learn more about The Schachter Energy Report  

In this French-language episode of Energy Vista, Leslie Palti-Guzman speaks with Didier Holleaux, Executive Vice President at Engie and author of La vraie histoire du gaz, to explore Europe's evolving energy landscape in the wake of Russia's war in Ukraine.They discuss Europe's reduced reliance on Russian gas, high gas prices, and continued market vulnerability. Didier explains why the crisis is far from over, unpacks the geopolitical and commercial stakes of LNG and pipeline flows, and offers insights on the Nord Stream sabotage — with a clear view on who had the most to gain.The conversation also covers the future of US LNG exports, European trust in suppliers like Russia the US and Qatar, and how supply diversification, biomethane, and renewables are reshaping the continent's energy resilience.

Darrell Fletcher, Managing Director Commodities at Bannockburn Capital Markets joins me to share trading desk insights on the major commodity markets, copper, natural gas, oil, and gold, all moving under the weight of global trade tensions and policy uncertainty.   We begin with copper, which continues to quietly trade above $5.20/lb on COMEX, hitting all-time highs relative to the LME. Darrell highlights the widening US-global pricing gaps across copper, aluminum, and steel, all pointing to pre-tariff stockpiling and a structurally shifting US market. He notes that tariffs appear priced in almost 1:1, and the copper forward curve remains in contango, suggesting a sustained bullish structure.   On natural gas, Darrell sees a "guarded" market, with prices hovering near $4 amid disciplined supply, mild weather, and stronger-than-expected LNG demand. While storage remains 10% below the 5-year average, it's not yet flashing a major supply crunch—but a hot summer could quickly change that balance.   Oil remains the quiet outlier, grinding below $70 with OPEC+ gradually returning supply and bearish sentiment weighing on the outlook. The $65 level is a key support zone, if broken prices could drop sharply.   Lastly, gold continues to outperform, holding above $3,000 and benefiting from growing global uncertainty and a lack of clear policy direction. Darrell notes it remains the one asset without counterparty risk, and in today's environment, that makes it especially attractive.   Click here to learn more about Bannockburn Capital Markets.

  Welcome to The KE Report Weekend Show!   On this weekend's show, we focus on resource stocks, covering gold, copper, natural gas, and oil....

Welcome to The KE Report Weekend Show!   On this weekend's show, we focus on resource stocks, covering gold, copper, natural gas, and oil. We review equity performance, highlight sector trends, and discuss where some of the best opportunities may lie.     If you enjoy the show, be sure to explore our website (kereport.com), podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   Segment 1 & 2 - Joe Mazumdar, Editor of Exploration Insights, shares his insights on recent breakouts in gold, silver, and copper, noting that mid-tier producers offer better growth prospects than majors through M&A and reserve expansion. He highlights strategic investments by producers in juniors, the importance of jurisdictional advantages in the U.S., and the growing role of critical minerals like antimony in both permitting and government funding.   Click here to visit the Exploration Insights website to follow along with Joe.    Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, discusses the strength of natural gas prices as storage levels remain low and demand for LNG exports grows. He highlights the rapid expansion of U.S. and Canadian LNG export capacity, which is expected to tighten supply further and drive prices higher. Dan also shares his top stock picks for companies best positioned to benefit from rising gas prices, emphasizing those with strong marketing strategies and premium pricing access. Additionally, he examines the potential impact of tariffs on Canadian energy stocks and identifies undervalued opportunities in the sector.   Click here to visit the Energy Prospectus Group website for more energy market and stock analysis. Also you can email Dan for his recently updated company profiles at dmsteffens@comcast.net. Or myself at Fleck@kereport.com.  

This episode of the Futures Rundown dives into the latest movements in the futures markets, exploring top gainers like VIX, Nat Gas, and Coffee, as well as the biggest losers including Ether and OJ. Host Mark Longo and guest Jermal Chandler from Tasty Live analyze the impact of geopolitical factors on commodities, discuss the current state of equity futures, and the broader implications of tariffs. Key topics include crypto volatility, the performance of various ag products, and the enduring debate around buying market dips.    01:07 Introduction to The Futures Rundown 04:04 Meet the Guest: Jermal Chandler 05:40 Market Analysis and Trading Strategies 23:06 Year-to-Date Market Trends 27:31 Conclusion and Upcoming Events  

Jim Tassoni, CEO of Armor Wealth Strategies joins us to share where he sees opportunities in these volatile and now downtrending markets.    Jim provides a detailed analysis of various assets including gold, bonds, and energy stocks. We examine the consistent strength in gold due to central bank buying and discuss trading strategies around both gold and gold stocks.    Jim highlights their strategic positions in the bond market, particularly short-term ETFs like SHY, as a hedge against equity market downside.    The conversation shifts to a mixed performance in the energy sector, with specifics on trades involving oil and natural gas. Despite recent challenges in the oil market, Jim shares insights on successfully capitalizing on natural gas trades.    Financials also come into focus, as Jim explains the potential for deregulatory benefits and the current tactical standpoints, including the critical levels to watch in sector ETFs like XLF.    Additionally, we explore international markets, with particular emphasis on opportunities in Europe and China. Jim discusses how European ETFs like EWU and EZU, and the Chinese FXI, have shown promising momentum, hinting at a potential shift away from US market dominance.    Jim concludes with a long-term view on market stability and the potential risks and rewards of investing in international markets amidst global economic uncertainties.   Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he's trading.  

We look at the movers and shakers in the futures options markets and in the CVOL Indexes for this past week including energy (nat gas), ags (SRW wheat), and much more. With your host: Mark Longo, The Options Insider Radio Network  

We look at the movers and shakers in the futures options markets and in the CVOL Indexes for this past week including energy (nat gas), ags (SRW wheat), and much more. With your host: Mark Longo, The Options Insider Radio Network  

We look back at the futures options markets in 2024 and at the movers and shakers in the futures options markets and in the CVOL Indexes for this past week including energy (nat gas, crude oil) and ags (lean hogs), metals (silver, gold) and much more. With your host: Mark Longo, The Options Insider Radio Network And CME Hot Seat guest: Carley Garner, DeCarley Trading  

We look back at the futures options markets in 2024 and at the movers and shakers in the futures options markets and in the CVOL Indexes for this past week including energy (nat gas, crude oil) and ags (lean hogs), metals (silver, gold) and much more. With your host: Mark Longo, The Options Insider Radio Network And CME Hot Seat guest: Carley Garner, DeCarley Trading  

  Welcome to The KE Report Weekend Show! This week's show is for all of you investing in resource stocks. We focus first on metals...

Welcome to The KE Report Weekend Show! This week's show is for all of you investing in resource stocks. We focus first on metals stocks and key investment themes from the majors and mid-tiers. The back half of the show is all about oil and natural gas opportunities.    Please go back through our website (https://www.kereport.com/) and Podcast (https://rebrand.ly/KER-Podcast)  to listen to all our market commentary and company interviews.    We hope you all have a great weekend!   Segment 1 & 2 - Joe Mazumdar, Editor of Exploration Insights joins us to discuss investing in various metals, from major companies to development and exploration projects. We focus on major mining companies, M&A, project financing, and development. We also discuss retail investor impacts, critical minerals, and overall market health. Key insights include the role of mid-tiers for M&A. Click here to visit the Exploration Insights website to follow along with Joe.    Segment 3 and 4 - Josef Schachter, Founder and Editor of the Schachter Energy Report, wraps up the show focusing on the oil and natural gas markets. Key highlights include analysis of oil and natural gas price fluctuations, the effect of government policies on drilling activities, potential future production increases, the role of U.S.-Canada energy trade, and recommendations for investing in energy stocks and dividend-paying companies. Click here to learn more about The Schachter Energy Report  

  Welcome to the KE Report Weekend Show! This weekend we recap recent US inflation data, discuss what could come from Trump's inauguration on Monday,...

John Rubino, [Follow John on his Substack https://rubino.substack.com/],  joins me to provide his 2025 outlook on geopolitics, both US and global macroeconomics, along with his expectations on interest rates, the US dollar, oil, natural gas, gold, and uranium.   We start off discussing some of the potential implications of the policies from the new incoming Trump administration, and what it means for inflation, the deficit, consumer spending, tariffs, and global trade.  John points out that we really need to wait and see what policies actually get implemented versus the many ideas that have already been floated out into the media.   We also look at how this plays into Fed policy, interest rates, the US dollar, and other global fiat currencies.   Next we shift over to why gold and even the commodities sector should do well, even in the face of a strong apparent US dollar index, when viewing it through the lens of decreasing real purchasing power, and the persistent affects of inflationary forces.   This leads into a discussion on energy and the rising oil and natural gas prices, and how that will affect US markets and global markets, as well as related energy stocks.  John also outlines why he remains bullish on both uranium stocks and gold and silver stocks in the year to come, even if we see an overall equities wash out at one point.   He'll be viewing any such market sell downs as an opportunity to pick up some of the better quality resource stocks for the longer-term fundamentals he expects to unfold.   Click here to visit John's Substack to keep up to date on his market and economic commentary.

Darrell Fletcher, Managing Director Commodities at Bannockburn Capital Markets joins me to recap commodity moves in 2024 and his outlook for 2025.    Key topics include performance analysis and future outlooks for major commodities such as natural gas, precious metals, base metals, oil, and more. Darrell highlights the impact of global factors like Chinese demand, weather volatility, inflation trends, and the geopolitical landscape on these markets.    We delve into specific commodities' performance trends, including strong starts for natural gas and crude oil in 2025 and the ongoing challenges for ferrous metals. Darrell also shares insights into how upcoming U.S. administration policies and trade tariffs could influence market volatility and investor confidence as well as the strong US Dollar to start the year.   Click here to learn more about Bannockburn Capital Markets. 

TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website joins us to share his outlook for this current market pullback, as well as individual sectors like Bitcoin mining stocks, natural gas and uranium.    We delve into the persistent market weakness over the past six to seven weeks, analyze the potential for a market bounce, and touch on key economic reports like PPI and CPI. TG shares insights on managing current market positions, profit-taking strategies, and key levels in the crypto space, including Bitcoin and crypto miners. We also explore trends in nat gas and uranium, emphasizing the significance of moving averages in TG's trading strategy.   We kick off with an analysis of the persistent pullback in the broad markets, touching on the daily fluctuations and the six to seven weeks of market weakness. TG explains his expectations for a potential market bounce and highlights key economic indicators like PPI and CPI that could influence market trends. We also dive into TG's strategy for managing current positions, discussing profit-taking on stocks like Tesla and using stop-loss orders effectively.    The discussion then shifts to cryptocurrencies, with a focus on Bitcoin and various crypto miners. TG shares his observations on key levels for Bitcoin and names like MSTR.    We also examine the volatile Nat Gas market, noting trends influenced by weather and key moving averages. TG outlines his cautious but optimistic stance on Nat Gas as it shows signs of potential upward movement.    Next up is the uranium sector, comparing it to the trends seen in Bitcoin and crypto miners.   Click here to visit TG's site - Profit Pilot

Joel Elconin, Co-Host of the PreMarket Prep Show joins us to share his outlook on the now 1 month long market correction. Joel makes the comment that the highs from December could not be touched again for a while.    We delve into the recent choppy market actions, highlighting the drop in broad averages since December and the mixed reactions to economic indicators such as the strong job numbers and sticky/rising inflation. He discusses the implications of limited rate cuts and the potential for long-term stable interest rates.    We cover recent earnings results from Walgreens and Delta Airlines, and the potential re-emergence of value stocks.    Commentary on commodities such as crude oil, natural gas, and metals rounds out the discussion, offering insights into their roles as hedges against market volatility. Finally, Joel emphasizes cautious trading strategies and the significance of upcoming earnings reports and guidance as January is historically the time when companies downgrade guidance.   Click here to visit Joel's PreMarket Prep website.

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureTrump responds to Biden gas stove green new scam move, Trump is going to reverse it all. Gold prices are on the move. When the [CB] brings down the economy Trump can use International Emergency Economic Powers Act to implement his policies. The [DS] is now prepping the narrative for the [FF]. Two events, and the murder of the CEO home grown extremism. Drones in the sky we are being attacked. Trump is playing 4D Chess with the [DS]. Trump is pushing the EU, the Royal families to react to hime wanting to purchase Canada and Greenland. A beautiful new world lies ahead.    (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy Trump Reportedly Mulls Executive Order Protecting Gas Stoves From Radical Left's Green Crusade Nearly two weeks after the Biden administration quietly finalized new climate rules targeting natural gas-powered water heaters—following years of far-left politicians and shady "green" nonprofits waging war against NatGas stoves under the guise of improving "indoor air quality"—President-elect Donald Trump has reportedly had enough of these games. He plans to issue an executive order to protect NatGas-powered appliances. Reuters Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1877044177172611542   Sue, Baby, Sue: Trump Plan To "Un-Ban" The Biden Drilling Order Could Prove Difficult After a presidential campaign where both President Joe Biden and Vice President Kamala Harris pushed back on claims that they were trying to shut down much of the fossil fuel industry, Biden waited until the final days of his administration to ban oil and gas drilling over 670 million acres of America's coastline. President-elect Donald Trump responded that “It's ridiculous.I'll un-ban it immediately. I have the right to un-ban it immediately.” It will likely be more difficult than a simple “un-ban” order. Environmental groups will likely push a “sue, baby, sue” campaign to counter Trump's “drill, baby, drill.” In his statement, Biden justified the move to counter the “climate crisis.” So, there are grounds to assert this authority of reversal, but it will take years in court. The alternative and preferred route would be Congress. This is an issue that should ultimately rest with Congress. This ambiguous law is unfortunately common in poorly crafted provisions giving presidents sweeping authority. Sen. Mike Lee (R., Utah), chair of the Senate Energy and Natural Resources Committee, has already pledged to “push back using every tool at our disposal.” Source: zerohedge.com https://twitter.com/pjcolbeck/status/1877054493025853510   other modern electronics with military application. PLUS: Its geography is strategically important from a military perspective. Does this help convey why President Trump is interested in adding Greenland to the United States? https://twitter.com/BehizyTweets/status/1877027031742874079 TAKE A LISTEN If Donald Trump were President and faced a scenario where the stock market declines by 10,000 points and the country is in a deep recession, he could theoretically use the International Emergency Economic Powers Act (IEEPA) to declare a national emergency. Here's how this would work:   Criteria for Using IEEPA:   The President must declare a national emergency based on an "unusual and extraordinary threat" to the national security, foreign policy, or economy of the United States that has its source in whole or substantial part outside the United States.

Chris Temple, Editor and Publisher of the National Investor, joins us to kick off 2025 with a longer-format discussion on the macroeconomic realities for the US and Chinese economies moving into this year. We also get the rationale behind his favorite 2025 commodity sector investments in natural gas, uranium, and gold, and what he looks for in their related resource stocks.    We start off having Chris unpack his theme for this year of “Let's do the math,” for cutting through the rhetoric to the realities with regards to national budget spending to keep stimulating economies, global trade, taxes, manufacturing, and mineral extraction domestically and internationally. He touches upon a number of initiatives that the new Trump administration will need to consider to navigate the challenging setup with stickier inflation and even stagflation, the impact of tariffs, and the degree to which any country can actually compete with China with regards to processing and manufacturing of goods.   Then we shift over to the commodities, where he is less animated by critical minerals and base metals in the year to come, or even oil, but is most bullish on natural gas, uranium, and gold, and select resource stocks.   With nat gas, we delve into the export capacity of LNG for both the US and Canada, and the large spread in prices in Europe and Asia presenting opportunities.  Shifting to uranium, the many tailwinds behind nuclear energy and demand are contrasted against limited uranium mine supply creating a the best market dynamics in any commodity Chris can name at present. He points to the strength of US producers like Uranium Energy Corp (UEC) that will continue to expand operations and have good leverage to rising prices, but also highlights how there is good risk/reward value propositions in some of the uranium exploration and development stocks. Rounding things out he lays out the pros and cons to look for when separating out quality companies from the large pool of gold stocks.  Christ still sees some intriguing rerating opportunities for the right kinds of gold stocks if they meet specific investing criteria.   Click here to follow along with Chris at the National Investor website.

2025's first big data point is a strong one, but our market guest still sees the Fed cutting rates for times this year. Plus, Tesla getting hit after its first-ever annual drop in deliveries, but our analyst is watching the trends in autonomous driving instead. And we'll speak with the CEO of a company involved in every aspect of LNG, ahead of a predicted natural gas boom

Frank Holland and the Investment Committee debate the selloff in stocks as we get ready to close the books on December. Plus, we discuss some Committee stocks on the move today. And later, Nat Gas is up 58% year-to-date, the desk debates the energy sector. Investment Committee Disclosures

We made over/under price predictions in January of this year.  Let's see how we did!  Predictions made for the S&P 500, Gold, Silver, Oil, Copper, NatGas, Uranium, Bitcoin, and the USD.   Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   For Decentralized Crypto Trading (US Citizens Can Join) - https://nononsenseforex.com/decentralized-trading-platform/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.

Josef Schachter, Founder and Editor of the Schachter Energy Report, joins me to provide an update on the oil and natural gas sectors including a number of stocks he sees as attractive buys. Josef also is offering a holiday discount for his yearly and quarterly subscriptions.    To take advantage of the holiday special click here to visit the Schachter Energy Report website and enter the code "HOLA24" for $100 the yearly subscription or "HOLQ24" for $50 of a quarterly subscription.    The discussion kicks off with a review of natural gas prices, currently at a two-year high, exploring seasonal trends, EIA data, and LNG exports. Josef predicts potential price movements and evaluates the future of LNG exports, highlighting key challenges in the Canadian market. Transitioning to energy equities, Josef discusses the impact of tax loss selling on energy stocks and shares his predictions for 2025. He provides detailed analysis on various natural gas and oil stocks, including Obsidian, Tourmaline, and Paramount, assessing their valuation, growth potential, and dividend stability. We also touch upon opportunities in smaller energy stocks like Bonterra and emphasizes the importance of insider ownership, cash flow, and asset value in evaluating investments. We conclude with a look at the broader implications of regulatory changes, global supply and demand, and investment strategies for the energy sector.    

  Welcome to The KE Report Weekend Show! This weekend's show is focused on the investing environment for metals stocks, gold and silver mostly, and...

We look at the movers and shakers in the futures options markets and in the CVOL Indexes for this past week including crypto (Bitcoin), energy (Nat Gas, WTI, Crude Oil), equities, and much more. With your host: Mark Longo, The Options Insider Radio Network And CME Hot Seat guest: Dan Gramza, Gramza Capital Management  

Gianni Kovacevic reveals the speculative “must-buy” battery metal and explains why uranium demand is overestimated in this MSE episode. Gianni Kovacevic is a renowned expert on incumbent energy systems and a sought-after strategist in the divestment movement. He has invested over 20,000 hours of research and experience in the analysis of the natural resource sector. His specific expertise on copper markets has brought him to lecture at institutions and think-tanks around the world. An avid proponent of realistic environmentalism, Gianni is frequently interviewed by the media and his new book, My Electrician Drives a Porsche? was published in 2016 and is available in multiple languages at book sellers everywhere. Gianni is a graduate of electrical studies from The British Columbia Institute of Technology, fluent in English, German, Italian and Croatian, he is a founding member of the CO2 Master Solutions Partnership and has co-founded junior mining companies. https://twitter.com/GianniKov https://kovacevic.com/ 0:00 Introduction 1:09 ‘Must-buy' battery metal 6:02 EV demand 7:07 China & lithium 9:58 Overhyped EV demand? 13:48 Copper vs aluminum 17:00 Four ways to profit via copper juniors 18:18 Natgas base lode generation 19:37 Uranium demand overhyped 26:50 Copper vs lithium? Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

We look at the movers and shakers in the futures options markets and in the CVOL Indexes for this past week including crypto (Bitcoin), energy (Nat Gas, WTI, Crude Oil), equities, and much more. With your host: Mark Longo, The Options Insider Radio Network And CME Hot Seat guest: Dan Gramza, Gramza Capital Management  

  Welcome to The KE Report Weekend Show! It was s busy week at the New Orleans Investment Conference. We will have interviews from the...

We look at the movers and shakers in the futures options markets and in the CVOL Indexes for this past week including energy (Nat Gas, WTI, Crude Oil), crypto (Bitcoin), equities, and much more. With your host: Mark Longo, The Options Insider Radio Network And CME Hot Seat guest: Dan Gramza, Gramza Capital Management  

We look at the movers and shakers in the futures options markets and in the CVOL Indexes for this past week including energy (Nat Gas, WTI, Crude Oil), crypto (Bitcoin), equities, and much more. With your host: Mark Longo, The Options Insider Radio Network And CME Hot Seat guest: Dan Gramza, Gramza Capital Management  

  Welcome to The KE Report Weekend Show! This weekend we are sticking to commodities analysis, getting insights on gold, silver, copper, uranium, oil and...

Welcome to this episode of The Futures Rundown brought to you by T4 Futures and Options. With your host Mark Longo and guest Scott Bauer, Prosper Trading Academy. The Trading Pit What's catching our eyes in the futures markets this week The Contract Specs Segment Let's get precious and talk about gold (contracts/trading examples) Futures Free For All  Answering your futures questions: Any disadvantages to buying futures contracts that expire several months from now that have decent volume instead of the active contract Discussing the growing world of sporting futures Futures 101 Futures Margin Overview