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Natural Gas - Summer Isn't Over Yet
Mother Nature has not been kind to the natural gas bulls.
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(WCTW) Saudi Says
"I control the oil market."
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(Public) Total Control
The Saudis have total control of the global oil market... for now.
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(Idea) Alpha Metallurgical Resources
By: Jon Costello
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1
Everything You Need To Know About The Latest US Oil Market Data
This week's EIA oil storage report was undeniably bearish.
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1
(Idea) Our #1 Metallurgical Coal Stock Pick - Warrior Met Coal
By: Jon Costello
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(WCTW) OPEC+ Gameplan (Part 2)
Please read part 1 here.
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5

June 2025

Natural Gas Puke Edition - Winter Natural Gas Volatility But In The Summer
In all my years of following the natural gas market, I have never seen summer-month contracts trade as volatile as the past 3 days.
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1
(IMPORTANT) Big Macro: Long-Term Bull Thesis On Metallurgical Coal
By: Jon Costello
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HFI Research
1
Dude, Where's The Oil?
The oil market is entering an interesting dichotomy.
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The Natural Gas Market Is Tighter Than It Looks
There's nothing like the natural gas market where you can round-trip 15% up and down in the matter of days.
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1
(WCTW) An Important Update On The Oil Market Following The Latest Geopolitical Developments
The oil market moves fast.
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2
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