The macro environment is shifting towards a demand shock for copper and natural gas due to the AI economy's infrastructure needs, geopolitical risks, and energy security concerns. Traders are advised to act quickly to capitalize on these emerging opportunities before they become widely recognized.
Yields
NDX
RUT
implicit
explicit
USD
natural gas sharp up; copper sharp up
Gold & Silver Club
6.5
Market Research Firm
Phil Carr 7.0
Market Research Firm
Phil Carr 7.0
5/25/2026 10:29:28 PM
metals
Goldman Sachs raised its long-term copper price forecast to $15,000 per ton, while Citi projects prices could climb towards $14,000 in the near term.
| 5/14/2026 11:16:27 AM | short term cautious down | 5 days later | -0.30% | +0.15% |
| 5/11/2026 10:37:08 PM | short term sharp up | 6 days later | -6.35% | -9.52% |
| 5/11/2026 4:41:25 PM | short term sharp up | 6 days later | -6.35% | -9.52% |
| 5/8/2026 7:47:04 PM | short term sharp up | 7 days later | -6.32% | -9.47% |
| 5/8/2026 9:23:04 AM | short term sharp up | 7 days later | -6.32% | -9.47% |
| 4/24/2026 8:43:13 PM | short term up | 7 days later | -3.27% | -3.27% |
| 4/24/2026 1:00:38 PM | short term up | 7 days later | -3.27% | -3.27% |
| 9/17/2025 12:13:34 PM | short term sharp up | 5 days later | +4.00% | +6.00% |
| 9/1/2025 10:48:16 PM | short term sharp up | 6 days later | +2.26% | +3.38% |
wti
The interviewee mentions WTI crude oil trading near $90 per barrel as a reference point for the oil-to-gas ratio analysis, but does not explicitly forecast WTI direction. The context implies stable-to-higher oil prices given geopolitical tensions, but the focus is on natural gas relative value.
| 5/14/2026 11:16:27 AM | short term up | 5 days later | -6.79% | -6.79% |
| 5/11/2026 10:37:08 PM | short term sharp up | 6 days later | +6.34% | +9.51% |
| 5/11/2026 4:41:25 PM | short term down | 6 days later | +6.34% | -6.34% |
| 5/8/2026 7:47:04 PM | short term cautious down | 7 days later | +10.80% | -5.40% |
| 5/8/2026 9:23:04 AM | short term sharp down | 7 days later | +10.80% | -16.20% |
| 5/7/2026 12:52:01 PM | short term sharp down | 5 days later | +5.87% | -8.80% |
| 4/24/2026 8:43:13 PM | short term up | 7 days later | +10.43% | +10.43% |
| 4/24/2026 1:00:38 PM | short term up | 7 days later | +10.43% | +10.43% |
| 4/17/2026 11:27:18 AM | short term up | 7 days later | +7.54% | +7.54% |
| 4/9/2026 6:07:54 PM | medium term sharp up | 20 days later | +8.80% | +13.20% |
| 4/6/2026 10:05:36 PM | medium term sharp up | 20 days later | -14.68% | -22.02% |
| 3/30/2026 9:36:21 PM | medium term sharp up | 20 days later | -11.61% | -17.41% |
