Author Topic: Just commodities (Read 136956 times)

Libertas · « **Reply #760 on:** August 09, 2021, 09:03:53 AM »

Was wondering when the next monkey-hammering was going to hit...the "all-is-well/inflation-meh!" kabuki must continue (to the very bitter end)...

https://www.zerohedge.com/markets/gold-flash-crashes-almost-100-4-billion-sell-order-hits

...will have to check supply...but suspect premiums are still fricken 20%!

ETA - 20.59% for silver...5.72% for gold (both 1 Oz) so yes for gold, no for silver...

Libertas · « **Reply #761 on:** August 10, 2021, 09:27:57 AM »

Coffee probably not coming down anytime soon...

https://www.zerohedge.com/commodities/brazil-faces-10m-bag-loss-coffee-preliminary-assessment

Libertas · « **Reply #762 on:** August 12, 2021, 09:15:14 AM »

Effing insane! Whack Keystone pipeline...shut down US production and oil leases...shut down domestic development wherever it tries to stand!

And worst of all - intentionally make us MORE dependent on Middle East oil!!!

https://theconservativetreehouse.com/blog/2021/08/11/for-six-months-biden-has-shut-down-u-s-oil-production-today-biden-asks-opec-to-pump-more-oil/

And what back-birth loser thinks Russia and OPEC will comply with the weak-ass jello-headed plea to increase their production?

It is universally UNSANE!

These traitors are making us hostages every way possible...and inflation will get worse, petroleum is essential for a massive range of products!

This is intentional destruction of lives and occupations on a massive scale. This kind of sh*t starts rebellions, revolutions, civil wars and world wars!

And IMO CTH has a link to a story that I think explains this and other foreign/trade issues perfectly!

As the story is told in his own words three Russian drug dealers were partying with him for several days with prostitutes, drugs and various debauchery; and when he woke up from passing out one night, all the recordings on his laptop were gone along with the laptop itself. “They have videos of me doing this,’ he said, referring to the filmed sex he just finished. “They have videos of me doing crazy f***ing sex f***ing, you know.”

https://theconservativetreehouse.com/blog/2021/08/11/video-surfaces-of-hunter-biden-telling-prostitute-the-russians-have-his-laptop-and-sex-tapes-they-have-videos-of-me-doing-crazy-fing-sex-fing-you-know/

The compromised illegitimate Biden is dancing to Putin's commands!!!

Libertas · « **Reply #763 on:** August 13, 2021, 10:18:23 AM »

https://www1.cbn.com/cbnnews/world/2021/august/energy-terrorism-iran-escalates-attacks-in-strait-of-hormuz-putting-global-oil-supply-at-risk

Putin-controlled JoeFraud making us more dependent on expensive Middle East oil and if we respond militarily to Iranian aggression it drains more American resources...and fills Russian coffers with more hard currency by selling more military hardware to the Mahdi Death Cult. Treasonous suicidal madness!

Libertas · « **Reply #764 on:** August 13, 2021, 01:11:27 PM »

https://twitter.com/beingrealmac/status/1425912783661637632

Libertas · « **Reply #765 on:** August 18, 2021, 08:55:50 AM »

Tangible matters...

https://www.zerohedge.com/markets/palantir-buys-gold-bars-preparing-future-more-black-swans

...pretty sure with everything going on now it's going to be a circus of sh!tshows from now till...whatever...

Libertas · « **Reply #766 on:** September 02, 2021, 08:53:34 AM »

As technology continues to improve, so will the demand for the metals necessary for the next generation of smartphones.

https://www.zerohedge.com/technology/visualizing-critical-metals-smartphone

Not just smartphones...and also the bigger market of military applications...compounding the demand for materials largely from parts of the world not our friends (a list that grows given statist thugs calling the shots...)

Libertas · « **Reply #767 on:** September 24, 2021, 08:54:04 AM »

https://www.zerohedge.com/markets/peter-schiff-gold-will-explode-dollar-will-implode-when-markets-figure-out

Sure. But the can keeps getting kicked. SSDD until that day when things really get different.

Libertas · « **Reply #768 on:** October 04, 2021, 08:45:04 AM »

Silicon still stratospheric...

https://www.zerohedge.com/commodities/silicon-metals-300-price-surge-throws-another-wrench-global-supply-chain

...energy-driven shutdowns in China.

Chine, China, China...

And hard coal...

https://www.zerohedge.com/energy/german-power-plant-halted-after-it-runs-out-coal

...is energy-strapped Euroland.

ToddF · « **Reply #769 on:** October 05, 2021, 02:15:11 PM »

Just another almost 10% increase in natural gas, today. Gonna be an expensive winter.

https://www.barchart.com/futures/quotes/NG*0/futures-prices

#FJB

Libertas · « **Reply #770 on:** October 05, 2021, 04:25:47 PM »

Damn, at home things are pretty efficient and I keep it around 64...might have to bump a couple more degrees down, we'll see...

The lake concerns me...we've been keeping water on and heating pipes...house heat is propane and that can be worse than home fed natural gas as it has to be trucked in to top off the tank...

patentlymn · « **Reply #771 on:** October 05, 2021, 04:30:34 PM »

Quote from: Libertas on October 05, 2021, 04:25:47 PM

Damn, at home things are pretty efficient and I keep it around 64...might have to bump a couple more degrees down, we'll see...

The lake concerns me...we've been keeping water on and heating pipes...house heat is propane and that can be worse than home fed natural gas as it has to be trucked in to top off the tank...

How much more expensive is propane than nat gas?

Libertas · « **Reply #772 on:** October 06, 2021, 07:54:39 AM »

Quote from: patentlymn on October 05, 2021, 04:30:34 PM

Quote from: Libertas on October 05, 2021, 04:25:47 PM
Damn, at home things are pretty efficient and I keep it around 64...might have to bump a couple more degrees down, we'll see...

The lake concerns me...we've been keeping water on and heating pipes...house heat is propane and that can be worse than home fed natural gas as it has to be trucked in to top off the tank...

The raw cost is different but so is the $/BTU given the BTU per cubic foot being better for propane by about 2.44:1...propane had been cheaper than NG but not sure about now...(propane is an element of NG along with butane ethane and the more predominate methane).

Hard to tell what winter will bring, it is rising...and what supply for either will be...

https://www.indexmundi.com/commodities/?commodity=propane
How much more expensive is propane than nat gas?

ToddF · « **Reply #773 on:** October 06, 2021, 08:35:09 AM »

The low IQ garbage most people absorb isn't covering it, but the better stuff is on the case.

https://www.theepochtimes.com/households-brace-for-higher-winter-heating-costs-as-natural-gas-prices-vault_4033036.html

patentlymn · « **Reply #774 on:** October 06, 2021, 08:41:50 PM »

I considered having propane backup in the city just in case. I do have several 20 pound cylinders that I can use with the sunflower heaters even indoors and I have done it in the past.

Pandora · « **Reply #775 on:** October 06, 2021, 09:26:22 PM »

I've been trying to get a propane delivery for eight days now and I'm, right now,

.....

.... because no matter which number I called, I was routed right back to the remote customer no-service center that couldn't/wouldn't provide service because they're a bunch of know-nothing script readers. (The local office has been closed for some time now .... the WuFlu, donchaknow).

I fully understand the Clocktower guy.

Libertas · « **Reply #776 on:** October 07, 2021, 08:18:38 AM »

I know at one point last winter the outfit we went through said they can only give 200g at a time due to "shortage"...which I believe was due to Texas man made mess and the cold snap...

Better not be that same BS this go around or I may pop a gasket...

Libertas · « **Reply #777 on:** October 08, 2021, 08:37:12 AM »

https://www.zerohedge.com/markets/indian-central-bank-accumulating-large-quantities-gold-almost-under-radar

They are not alone.

Barter world is coming...

Libertas · « **Reply #778 on:** October 25, 2021, 09:06:29 AM »

Interesting...couple Canadian industry heavyweights see big run up in Au...

https://www.zerohedge.com/commodities/3000-months-not-years-golds-inflation-protection-means-violent-run-imminent

...and silver should follow and the normal ration of the two should return but that might be a more problematic prediction...

...but, I tend to agree with the idea that if The Fed gave a rats ass about inflation they'd already be fighting it...dovetailing with previous posts about believing they boxed themselves into an inescapable corner...and typical half-ass measures are likely to have no effect at all...

So, this buying window appears to be closing soon...and supplies seem to be better though and premiums for Ag anyway appear a more reasonable 15% than the 20-21% they had been at...and Au premiums around 5% aren't bad...

Libertas · « **Reply #779 on:** October 29, 2021, 08:44:11 AM »

7 story building imagery not a bad way of looking at it...

https://www.zerohedge.com/commodities/how-much-gold-there-world

Heh, "other"...

I reckon that covers a wide range of interesting possibilities...lost/misplaced/stolen presumed stashed away...criminal organizations (including off-book "black books" by the usual governmental naughty agencies), stuff like that...