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Insights: Commodities
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Recent posts
Adem Tumerkan • Recent
OPEC’s Oil Flood, BNPL’s Credit Hit, and Copper’s Global Squeeze
OPEC’s oil flood accelerates as Saudi Arabia pumps, BNPL debt enters FICO scores, and a historic copper squeeze rattles global supply chains.
MacroCommoditiesDeep DiveDebt & Credit
Adem Tumerkan • Recent
The AI Energy Crisis: Why Nuclear Power Is Making a Comeback
AI data centers now consume 15% of grid power in some U.S. regions — pushing up utility bills and fueling a nuclear energy renaissance. Here's what investors need to know.
CommoditiesAIMarkets
Adem Tumerkan • Recent
OPEC’s Prisoner’s Dilemma: Why Saudi Arabia May Flood the Oil Market Again
OPEC+ infighting, quota cheating, and falling oil prices reveal a classic prisoner’s dilemma—one that may force Saudi Arabia to flood the oil market again.
CommoditiesMarketsCycles
All Posts
Adem Tumerkan • Recent
The Capital Cycle Explained: How Supply Drives Markets More Than Demand
The capital cycle explains how supply and capital flows drive market booms and busts. Learn why supply matters more than demand for investors and what to look for next.
MacroCommoditiesMarketsCycles
Adem Tumerkan • Recent
The Strait of Hormuz Crisis: The Petrodollar Recycling Risk Nobody Is Talking About
Oil prices are surging — but that's the wrong thing to watch. Here's how the Strait of Hormuz could hurt petrodollar recycling into U.S. markets
MacroMorning PourCommodities
Adem Tumerkan • Recent
Will Surging Oil Prices Cause a Recession in 2026? The Good, The Bad, and The Ugly
Oil is surging. The consumer is drowning. The Fed is paralyzed. Here's a full breakdown of whether a 2026 recession is coming and what could make it worse
MacroCommoditiesInflation
Adem Tumerkan • Recent
Why the Copper Shortage Could Last Until 2040
Copper prices are up 100% since COVID — but not because the economy is booming. A structural supply deficit and 25-year mine lag explain why the shortage could last until 2040
CommoditiesMarketsCycles