Actionable Intelligence Alert with John Polomny

Is China Uninvestable Or A Contrarian Opprotunity. AIA Weekly Report 9-30-23

I jumped around to a bunch of subjects this week. I am focusing on the rise of disorder, chaos, and de-evolution of society. It is not precisely actionable from an investment point of view in the short term.
Still, I think things will continue to get worse for most people, especially for those who are unable or refuse to acknowledge reality.

Is Putin Planning A Christmas Oil Suprise For The West? AIA Weekly Report 9-23-23

Oil inventories continue to decline. This is mainly due to the OPEC+ cuts. Some analysts say that draws from storage could be 3 million barrels per day in the fourth quarter.
Macrovoices podcast this week highlighted that Russia might be planning a surprise suspension of exports shortly to raise energy prices and force the US and EU/NATO to the negotiating table over Ukraine. Oil to $150/bbl?

Uranium Still On A Tear. Be Careful U Stocks Likely Overbought Short term. AIA Weekly Report 9-16-23

Uranium went nuts again this week as the spot price makes recent new highs.
Be careful, as the stocks have launched and are likely overbought in the short term. Also, expect various crapco's to make stock offerings to raise cash.

Uranium tops $62/lb, 17 month high as we get bullish vibes from WNA confab. AIA Weekly Report 9-9-23

The WNA had its annual conference last week in London. My initial impression from folks I follow on Twitter who were there is that it was pretty bullish.
Continued bullishness in oil as Brent trades above $90/bbl. Saudis extend voluntary supply cuts for three months instead of one month.

Uranium Bull Market Continues As $60 lb. Level Breached. WTI Oil Closes Above $85. AIA Weekly 9-2-23

Uranium investors and speculators are rejoicing as the price of uranium is again trading above $60/lb.
OPEC+ continues to restrict oil supply, causing lower inventories and prices. Is $100/barrel in the cards?

BRICS Meeting Review. Threat To US Global Hegemon, Or Big Bust? AIA Weekly Report 8-26-23

The BRICS countries concluded their big meeting this week and admitted six more members into the club. At this point, it is impossible to know how this will end up and whether it will be a positive or negative development.
Nevertheless, this has the potential to be the beginning of something transformational economically, politically, and socially.

Iran to add 600k of supply to oil market in 2h 2023. Will this kill oil price rally? AIA 8-19-23

Iran is going to be increasing exports of oil by 600,000 barrels per day in the second half of 2023. Many analysts are anticipating an oil price rally that could take prices to $90-$100. Will the excess supply offset OPEC+ cuts?

Direct Air Capture of CO2, The Next Climate Non-Solution Boondoggle. AIA Weekly Update 8-12-23

Warren Buffett is famous for his investment in utilities, like Mid -America Energy which has a very large renewable component. He likes free money from the government and has said he would not build renewable projects without them.
The next free money gag was carbon capture and sequestration. Now OXY has been awarded $1.2 billion to build a direct air capture plant. Buffett has been buying OXY stock for a while.
Got to hand it to the guy. He gets the benefit of higher oil prices and free money from the government for goofy ideas to solve non-problems.

Oil Price Up Six Weeks In A Row. Will It Hit $100 By Yearend? AIA Weekly Update 8-5-23

The OPEC+ production cuts are now beginning to curtail supply sufficiently to cause large drawdowns in storage. This coupled with demand exceeding expectations results in a bullish sentiment change in oil. Are we heading towards $100/bbl by yearend as some analysts say?
 
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New Poll In Germany Shows 67% Support Nuclear Power. AIA Weekly Report 7/29/23

I have included a link to a recent report that states that most Germans support using nuclear power to meet climate goals and to power German industry cheaply and efficiently.
With the German economy in recession will the political winds shift and allow a re-emergence of nuclear power in Germany. My view is that they will eventually return to atomic power.