America’s Biggest Bank and the World’s Most Powerful Country Are Buying What You’re Selling.
The market is selling what they're buying, and the deadline that could flip the trade is imminent.
Oct 18, 2026 · 21 min read
1215 articles
Equedia
Articles by Equedia
Barrick Gets Fifteen More Years
Tanzania renewed North Mara's licences for 15 years. Barrick's output guide shows what that longer permission has yet to deliver.
Oct 5, 2026 · 6 min read
Seven OPEC+ Countries Keep September's Number
Seven participating OPEC+ countries decided to maintain September 2026 required production for November 2026. The producer trade depends on deliveries.
Oct 4, 2026 · 7 min read
Where the Stablecoin Dollar Goes
We overstated the Treasury bill trade behind stablecoins. The missing question is where each dollar came from and where the proceeds settle.
Sep 24, 2026 · 7 min read
The Crude Build Hides a Fuel Squeeze
Crude stocks rose as gasoline and distillate stocks fell. The EIA's refinery data show which oil stocks to watch before September 30.
Sep 24, 2026 · 7 min read
Barrick's AI Test Starts in Nevada
Avathon is already running at Nevada Gold Mines. A reported sales range gives Barrick owners a sharper question before the North American IPO.
Sep 23, 2026 · 6 min read
Who Owns America's Oil
The EIA's new ownership map reveals where listed energy stocks give you access, where private rivals dominate, and why the basin changes the bet.
Sep 23, 2026 · 7 min read
China Came Back for the Copper
China is paying its highest copper import premium in nearly four years. With US stockpiles barely moving and Chile's output forecast to fall, the pressure is on available supply.
Sep 20, 2026 · 9 min read
A Million Dollars a Day
Gulf-to-China tanker rates have topped $1 million a day. The cost of crossing Hormuz reveals what crude prices miss, and what investors in tanker stocks stand to gain or lose.
Sep 20, 2026 · 10 min read
The Perfect Alibi
Three secret AI societies, a $40 trillion debt, and a new set of money rails with a launch date. They are preparing for a crisis: are you?
Sep 20, 2026 · 21 min read
The Three Percent Beijing Is Buying
State-owned China Rare Earth Group wants Shenghe Resources, which owns 3% of MP Materials. The Pentagon owns 15%. Who has a problem now?
Sep 18, 2026 · 10 min read
The Count Just Got Bigger. Again.
NevGold's newest assays hit oxide gold at roughly three times the grade of its maiden resource, both outside the pit shell and inside blocks that were counted as waste.
Sep 17, 2026 · 4 min read