US Eases Some Canada Tariffs, Adds Others
Selected Canadian exports lose a 50% levy on October 30, while others gain it. Your resource holdings still face a separate currency test.
Oct 24, 2026 · 3 min read
27 articles
Graham Ellery
Graham Ellery writes Equedia News on the economy: the Fed, rates, the dollar and energy, and what each decision means for the metals an Equedia reader owns.
US Gas Storage Cushion Shrinks Again
EIA reports a 77 Bcf gas build, but the seasonal surplus shrinks again. We trace the exposure from producers to LNG buyers.
Oct 22, 2026 · 2 min read
US Crude Stocks Fall 3.1 Million Barrels
EIA's October 21 report shows a larger draw than forecast, lower output and a fuel-stock reversal with different implications for producers and refiners.
Oct 21, 2026 · 2 min read
Bessent Sees No Treasury Spillover From France
Scott Bessent expects French bond turmoil to stay contained. For your gold holdings, US yields and the dollar still need their own test.
Oct 20, 2026 · 2 min read
Canadian Consumers Lift Long-Term Inflation Expectations
New Bank of Canada surveys show longer-term inflation worries and firmer late business readings, raising rate and currency risks for miners.
Oct 19, 2026 · 3 min read
US Electrified Vehicle Sales Share Slips to 23%
EIA's new quarter shows conventional hybrids gaining as plug-ins lose share. Your oil, power and battery holdings face different demand tests.
Oct 19, 2026 · 3 min read
Bessent Expects Energy Prices to Fall After Iran War
Treasury's Scott Bessent expects energy prices to fall after the Iran conflict. We weigh what that would mean for oil revenue, mine costs and rates.
Oct 18, 2026 · 3 min read
Macklem Sees Sharply Higher Inflation Forecast
Macklem expects oil to push Canada's inflation forecast sharply higher. Energy income, the dollar and borrowing costs complicate the trade.
Oct 17, 2026 · 3 min read
US Rooftop Solar Generation Climbs Over a Decade
EIA's rooftop solar estimates test how much demand becomes utility sales, while its generation forecast leaves gas-fired output almost flat next year.
Oct 16, 2026 · 3 min read
US Industrial Output Rises as Utilities Lead
The Fed's September report shows a utility jump, a smaller factory gain and spare capacity. We trace what each signals for copper, energy and rates.
Oct 16, 2026 · 2 min read
US Crude Stocks Fall as Refinery Runs Rise
EIA reports a larger crude draw as imports fall and refiners process more oil. Producers gain a tighter supply backdrop, while fuel stocks diverge.
Oct 15, 2026 · 3 min read
US Gas Futures Rise After Smaller EIA Storage Build
EIA reports a smaller gas injection as the national storage cushion narrows. We look at the split between producers and fuel buyers before winter.
Oct 15, 2026 · 2 min read