Actionable Intelligence Alert with John Polomny

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!

2026 Commodity Resource Sector Super Cycle Is Taking Shape. AIA Weekly Update 12.20.25

Every resource sector seems to be breaking higher, with one exception. Oil is still out of favor. However, if one believes in a commodity super cycle, it seems impossible for oil not to participate. 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. https://www.buymeacoffee.com/johnpolomny

FED resumes QE by another name. Metals scream higher. AIA Weekly Update 12.13.25

The FED cut rates this week and also announced it will be buying $40 billion per month in T-Bills, but only for a few months to maintain "market liquidity".
Metals rallied hard and seem to be sniffing out the new QE. The Fed just ended QT and is now resuming QE. Recall the Treasury needs to roll billions in US debt next year.

Energy and metals are on a roll. Will it continue in 2026? AIA Weekly Update 12.6.25

Energy and various metals are breaking higher. I update what is breaking higher and whether it will/can continue.