Actionable Intelligence Alert with John Polomny

Global commodity supply disruptions to cause global recession? AIA Weekly 3.14.26

The continued closure of the Strait of Hormuz is affecting a wide range of essential commodities: oil, LNG, nat gas liquids, sulfur, urea, chemicals, and plastics. This is causing shortages and rising prices, which will eventually be transmitted to consumers as higher prices and lead to a likely global recession.

War in ME continues. How long before the oil price trumps Trump? AIA Weekly Report 3.7.26

The Trump administration has told Iran they must unconditionally surrender. However, other administration officials have qualified this statement. Regardless, the march higher in oil prices will likely dictate the outcome of this war.

The US and Israel attack Iran. What now for the AIA Portfolio? AIA Weekly 2.28.26

The US and Israel have moved forward with an attack on Iran described as a "regime change" operation. I have said all along that what happens in the markets is likely going to be determined by how the Iranian regime responds.

What will happen to oil and gold if the US attacks Iran? AIA Weekly Report 2.21.26

The US has the largest military buildup in the Middle East in years. It appears the US is going to attack Iran. What are some of the implications of this attack if it works or doesn't work?

Transocean to acquire Valaris in continued offshore drilling consolidation. AIA Weekly 2.14.26

Big merger in offshore drilling as Transocean offers an all-stock deal for Valaris. This would be the number one driller merging with the third largest driller. Transocean estimates annual savings of $200 million.

Offshore drilling, along with services, are poised for a terrific 2026. AIA Weekly Report 2.7.26

Positive developments are occurring in the offshore drilling and oilfield services sector. It seems 2026 will be a great year for oilfield services. If you find the information I provide helpful, consider supporting me by buying me a cup of coffee. I am a listener and reader-supported venture.

Resource markets way up, but still undervalued relative to stocks and bonds. AIA Weekly Update 1/24

The first several weeks of 2026 have been phenomenal in the resource stocks. Many people are up double digits and have already made their year! Maybe we will see a pullback, followed by further gains.

Uranium and copper explode out of the blocks in early 2026. AIA Weekly Update 1.17.26

Both uranium and copper have exploded upward in the first few weeks of 2026. Both commodities have positive supply/demand dynamcis and I expect continued upward movement in 2026.

Mining billionaire: "Americans have no idea what we are facing." AIA Weekly Market Update 1.10.26

The US is in a big jam. It has not invested in critical minerals or in processing them for forty years. The US is now in a winner-take-all competition with China that requires cheap energy and critical minerals. Most people, and investors in particular, are ignorant of these facts. This is a tremendous opportunity for AIA readers and listeners.

Is 2026 the year we mint resource investor millionaires? AIA Weekly 1.03.26

I am really excited about the prospects for our resource investments in 2026. Breakouts across the board and lots of potential upside are taking shape. Let's go!