A macro commodities newsletter analysing oil refining capacity, US grid equipment policy, and Venezuelan reserve claims through a skeptical, data-driven lens. Readers get argument-driven takes on the physical constraints behind energy prices and geopolitical announcements.
Website: https://renegaderesources.pro
Doomberg publishes analysis of energy markets, finance and geopolitics, often challenging mainstream media and policy narratives. Readers get opinionated commentary on topics like sanctions, LNG and diesel flows, refining, and dollar hegemony, plus explainer-style pieces on how energy industries work.
Short signal briefs on global food markets covering regulation, crop supply and animal disease, each with a rated signal assessment and sourced evidence. Readers get careful distinctions between forecasts, proposals and enacted rules, plus practical implications for buyers and compliance teams.
A hedge fund macro writer shares views on the AI trade, CoreWeave, commodities and bond yields, and explains his framework for short selling. Readers get a practitioner's reasoning about market positioning, supply and demand cycles, and risk.
An open-source lab newsletter describing agentic AI tools for supply chain operations, with each issue covering a specific system or argument. Readers get design rationale, architecture detail and practical workflows for commodities planning, document checking and AI-driven coordination.
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