Peter's Blog

Copper has gone mad: Liquidated shorts from a flood of speculators, an AI bubble, a supply crisis, and a renewable energy craze have all combined with high global inflation to recently send it to historic all-time highs. While I believe there will be major corrections as some of these factors come back down to earth, the most important one — […]

While it doesn’t approach having the same wealth-protecting power of gold or silver, platinum is a precious metal that just never quite gets the love it deserves. Practically speaking, other than jewelry, platinum is best known as a crucial element for catalytic converters for cars. But it’s also used in manufacturing everything from jet engines […]

Last week, Australia, France, India, the US and the UK announced the launch of the “One Sun, One World, On-Grid” initiative. The plan is to connect solar energy grids across borders. This could provide a big boost to silver demand.

Could rising interest rates pop the renewable energy bubble? As the Federal Reserve and other central banks try to turn off the easy money spigot, we will likely see a growing number of corporate bankruptcies in the coming years. The renewable energy sector is particularly vulnerable and exemplifies broader problems in the global economy.