04.16.21- New, low-cost battery technology could drive boom in household solar energy
Franz Walker

A new “plug and play” energy storage system could help meet the boom in demand for safe, renewable and secure solar energy storage in American homes.

Engineers at Gridtential Energy, Inc. and Electric Applications Incorporated (EAI), with support from the Consortium for Battery Innovation (CBI), developed the Silicon Joule, new batteries using an innovative bipolar battery design. The new battery technology uses silicon wafers – similar to those in solar cells – in traditional lead batteries to reduce weight while achieving performance that’s competitive with lithium-ion at a lower cost.  Read More

04.15.21- Macquarie: Lithium Prices May Double Over The Next 4 Years
Neils Christensen

Lithium shares are on a roll after investment bank Macquarie (ASX: MQG) joined peers in predicting a further increase in prices for the key battery metal driven by increasing demand from the electric vehicles (EVs) sector, which is expected to push the market into undersupply.

Analysts at the bank are now forecasting prices to rise by between 30% and 100% over the next four years.

“Our bullish EV demand outlook sees the lithium market move to deficit in 2022 with material shortages emerging from 2025,” Macquarie said in the reportRead More

04.14.21- Two Reasons Why Gasoline Prices Are Soaring
Tsvetana Paraskova

U.S. national average gasoline prices have been rising in most weeks so far this year, and are expected to reach the highest summer prices since 2018.  Most of the increase has been the result of rallying crude oil prices, the component with the highest weight in the way prices are calculated. Rising gasoline demand compared to the March and April lows of 2020 is also driving prices higher as more Americans travel with the warmer weather and vaccination rollouts.  Read More

04.13.21- Tesla’s Biggest Competitor Is Ditching Nickel And Cobalt
Mining.com

China’s BYD confirmed that it is going all-in on LFP (lithium-iron-phosphate) batteries, scrapping NCM (nickel, cobalt, manganese) technology from its model line-up entirely.

BYD, which is backed by legendary US investor Warren Buffet through a 21% stake,  is the second-largest electric vehicle brand by volume behind Tesla and also supplies carmakers with its battery technology.  Read More

04.13.21- Tesla’s Biggest Competitor Is Ditching Nickel And Cobalt
Mining.com

China’s BYD confirmed that it is going all-in on LFP (lithium-iron-phosphate) batteries, scrapping NCM (nickel, cobalt, manganese) technology from its model line-up entirely.

BYD, which is backed by legendary US investor Warren Buffet through a 21% stake,  is the second-largest electric vehicle brand by volume behind Tesla and also supplies carmakers with its battery technology.  Read More

04.12.21- The World Is One Step Closer To Commercial Nuclear Fusion
Haley Zaremba

The International Thermonuclear Experimental Reactor (ITER) is the largest nuclear fusion experiment in the world. The megaproject is a collaborative effort funded and run by seven members: the European Union, China, India, Japan, Russia, South Korea, and the United States, with the United Kingdom and Switzerland participating through The European Atomic Energy Community (Euratom), a massive lineup of members which altogether represents 35 countries, half the citizens in the world, and a whopping 85% of global GDP. The project, which involves a massive-scale tokamak that began construction last year, spans 42 hectares in Saint Paul-lez-Durance, southern France--approximately the size of 60 soccer fields.  Read More

04.10.21- And Now, for Something Entirely Different: If Derek Chauvin Acquitted,
“All Hell Will Break Loose”

Jon Rappoport 

New York Times: JUDGE SERIOUSLY CONSIDERED HOLDING CHAUVIN TRIAL ON THE MOON.

Washington Post: JURORS HAD TO BE TRANQUILIZED TO CONVINCE THEM TO SERVE.

NY Post: ‘DON’T EVEN THINK ABOUT PUTTING THIS SH*T ON US,’ SAYS CHIEF JUSTICE OF THE SUPREME COURT. Read More

04.09.21- Many Drilled U.S. Wells Will Never Be Completed
Julianne Geiger

Fracking crews are increasing their activity in U.S. shale basins, finishing off a slew of DUC wells, according to the EIA’s latest Monthly Drilling Report. As oil and gas companies focus on finishing off wells they’ve already drilled, on the sidelines, observers are wondering whether this is a fluke or whether the industry has really learned its lesson about drilling rigs that they do not intend to complete. 

Are we seeing typical industry behavior, which may indicate that we are in for another DUC increase now that drilling activity has picked up? Read More

04.08.21- Uranium Prices Poised To Rally
Mining.com

The uranium market is emerging from years in the doldrums as the overhang from the nuclear disaster in Japan is cleared and global demand picks up steam. 

The spot price for U3O8 moved above $30 per pound for the first time this year as uranium producers and mine developers hoover up above-ground inventories and reactor construction continues apace. Read More

04.07.21- Four ways to fusion: The pros and pitfalls of our nuclear power pursuit
Nick Lavars

A look inside the pit of the ITER tokamak reactor, which will become the world's largest nuclear fusion device upon completion 

For nearly a century, scientists have been tantalized by the prospect of attaining an inexhaustible source of energy through nuclear fusion. Unfortunately, engineering a controlled environment where atomic nuclei can continuously fuse under extreme pressure and temperature to produce energy that we can capture is very difficult, but that doesn't mean exciting advances aren't being made. Here we take a look at some of the different approaches to nuclear fusion, and the reasons why some appear more promising than others. Read More

04.06.21- Lumber prices are so high that many builders are holding back on construction
Ayelet Sheffey and Libertina Brandt

Many people bought new homes during the pandemic, spurred on by low mortgage rates, the ability to work from home, and of course, needing your own space amid a raging global pandemic.

But the laws of supply and demand weren't asleep at the same time. Lumber got really, really expensive, adding to the price of any new home. Read More

04.05.21- Paradigm Failure
James Howard Kunstler

A nation literally falling apart certainly might want to Build Back Better, but it also might want to consider building back differently, consistent with the signals that reality is sending to humankind these days. For instance, the signals that the old industrial paradigm is coming to an end, and that the furnishings and accessories of it may not be the ones that humankind actually requires going forward.

Alas, the psychology of previous investment tends to dictate that societies pound their capital — if they still have any —down a rat-hole in the vain and desperate attempt to keep old rackets going, and this is the essence of Mr. Biden’s infrastructure bill, a colossal confection of government over-reach with its thin cake layers, cloyingly thick “social justice” frosting, and its giant cherry-on-top of drawing on “capital” that doesn’t exist.  Read More

04.03.21- France Pushes To Make Nuclear Power Mainstream In Europe
Tatiana Serova

Together with Eastern European leaders, French President Emmanuel Macron co-signed a letter calling on the European Commission to include nuclear energy in its Green taxonomy. The letter was written on March 19th and was public after a European Council summit held on March 25th.  The European taxonomy establishes an extensive list of “sustainable” activities which will help achieve the carbon neutrality target by 2050 and will benefit from targeted investments. In the framework of that classification, nuclear energy currently finds itself under the “does not harm” label, which doesn’t make it eligible for investments with lower tax rates.  Read More

04.02.21- These Clues Suggest We’re Headed For a Massive Global Energy Crisis
Fabian Ommar

We’re going through a civilizational-scale metamorphosisIt’s a broad-range process that happens every few generations or centuries and reshapes so many aspects of society that a new one has risen on the other side once it’s over. As history shows, this will play out through a long period going ahead.

But events are already underway and being felt. More is to come. While developments in COVID-19 and sways in the economy, finance, and politics galvanize attention and monopolize M.S.M., the energy sector is undergoing profound transformations that will significantly impact our lifestyle. Because, well, everything runs on energy. Read More

04.01.21- And Now, for Something Entirely Different: An April Fools’ Scenario
With the Biden Team

Bill Bonner

YOUGHAL, IRELAND – In an unexpected bombshell this morning, the Biden Administration unveiled its most ambitious initiative to date… perhaps the boldest political move since Caligula made his horse, Incitatus, a senator.

It announced that it was going to tackle the “inequality” issue once and for all.

“This country has lived with injustice and unfairness long enough,” said White House spokesperson Ina Propriot.  Read More

03.31.21- Can Silicon Valley Beat China
In Clean Energy Tech?

Alex Kimani

Many investors are already aware of the fact that China is the world's most dominant player in the solar and clean energy sector. 8 out of 10 biggest manufacturers of solar equipment are Chinese with First Solar (NASDAQ:FSLR) and SunPower (NASDAQ:SPWR) the only American representatives among the elite.  It's not for lack of trying, though—Silicon Valley pumped tens of billions of dollars in clean energy ventures during the first wave of the renewable energy transition that started halfway through the first decade of the new millennium.  Read More

03.30.21- Energy-harvesting card treats 5G networks as wireless power grids
Loz Blain

This inkjet-printed prototype of a mm-wave harvester allows devices to pull energy from 5G wireless communication systems out of the air and convert it into electricity

A team from Georgia Tech has just announced a world-first: a 3D-printed rectifying antenna the size of a playing card that can harvest electromagnetic energy from 5G signals and use it to power devices, turning 5G networks into wireless power grids. Read More

03.29.21- Bioplastic made from wood powder entirely degrades in three months
Nick Lavars

Scientists have used waste products from a lumber mill to produce an environmentally friendly bioplastic

Motivated by our growing problem with plastics, which are environmentally damaging both to produce and after they're disposed of, scientists are tinkering away with more eco-friendly forms of the material. Researchers at Yale University have put forward a candidate that ticks a number of important boxes, developing a new bioplastic with high strength but an ability to degrade entirely in the space of three months. Read More

03.27.21- Rio Tinto to deploy Heliogen's AI-powered industrial "solar refinery"
Loz Blain

Mining giant Rio Tinto has announced it's going to install a pilot version of Heliogen's high-temperature "solar refinery" at a Californian boron mine, supplying clean energy as well as heat for industrial processes, with operations expected to start in 2022.

Heliogen's technology is an AI-enhanced version of a concentrating solar thermal generator; a huge array of mirrors surrounding a tall tower, each of which tracks the Sun's position in the sky and tilts itself to perfectly reflect the sunlight onto a collector in the top of the tower. Read More

03.26.21- And Now, for Something Entirely Different: Disgusting left-wing BIGOT Sen. Mazie Hirono calls for total ban on white people in Biden’s cabinet… a sitting Senator openly admits to judging people by the color of their skin
Ethan Huff

Sens. Tammy Duckworth (D-Ill.) and Mazie Hirono (D-Hawaii) are refusing to cooperate with any further Biden regime cabinet appointments unless the candidates are non-white.

These two racist women, both of whom are non-white Asians, say that there needs to be more “diversity” in the White House – meaning more people who look like them and have similar body parts. Read More

03.25.21- Most Hydrogen Is A “Climate Killer”: Enel Executive
Charles Kennedy

“Today, hydrogen is anything but clean. That 98% produced today is an industrial feedstock. Just 2% is produced from electrolysis,” said Enel Green Power’s head of business development, Carlo Zorzoli.

“Hydrogen today is not a solution to decarbonisation: hydrogen is a part of the problem. So the very first thing to do is convert grey hydrogen to green,” Zorzoli added, speaking at the Enlit Europe webcast, as quoted by Power Engineering. Read More

03.24.21- Texas Winter Storm highlights ‘evolving use and evolving importance’
of battery energy storage

Edith Hancock

The sharp temperature drop in Texas last month underpinned the "evolving" uses for battery energy storage. Image: Wikimedia Commons user Matthew T Rader. 

The devastating power crisis in Texas last month proved the value of the energy storage market, particularly distributed models, according to a panel of renewables investors this week. Read More

03.23.21- WTI Tumbles Back Below $60 As Contango Returns
Tyler Durden

Amid concerns about European demand (as increasingly restrictive lockdowns are reintroduced) and the beginnings of anxiety about US demand (as case counts rise), over-supply fears are rising again as consultant Energy Aspects notes in a report that the last commercially available 150m-200m bbl of storage built up last year (not only land-based storage - remember all those tankers at anchor floating around the world, buoyed by low prices and strong carry)  is now being released and hurting physical crude markets.Read More

03.22.21- Will Clean Energy Kickstart A New Resource War?
Haley Zaremba

Before a United States-owned oil well drilled into what no one yet knew was the largest single source of petroleum on the planet on March 3, 1938, Saudi Arabia was a sparsely populated country of desert nomads. The nation’s largest source of revenue was from Islamic pilgrims. To the average person outside of the muslim world, Saudi Arabia was an easy overlooked patch of sand associated with little more than Arabian Nights. Just 12 years after that first discovery, on the eve of the Cold War, Saudi Arabia’s international status had been so radically transformed that U.S. President Harry Truman was pleading allegiance to the Saudi King. “No threat to your Kingdom,” the president wrote to King Ibn Saud, “could occur which would not be a matter of immediate concern to the United States. Read More

02.20.21- How China Became The Saudi Arabia Of Renewables
Alex Kimani

Ultimately, energy independence in today's world is an illusion in the era of globalization because the hyper-connectedness of the market makes it impossible. Still, it's a never ending battle cry that ends up being an argument of semantics, the outcome of which depends on how you define "independence".  America's shale boom briefly reignited the debate about something that the nation had long come to consider a far-off dream: energy independence. Read More

03.19.21- Seaweed supplements cut cattle methane emissions by up to 82%
Michael Irving

Cattle are a major source of greenhouse gas emissions, mainly due to their methane-loaded burps. A detailed new study has found more evidence that feeding cows a small seaweed supplement can greatly reduce their methane emissions, without affecting their health or the taste of the meat. Read More

03.18.21- Transparent solar cells don't steal light from greenhouse crops
Michael Irving

Advances in transparent solar cells mean that soon we might be able to install them into windows and greenhouses. But in the latter case, would they deprive plants of vital sunlight? To find out, researchers at North Carolina State University grew lettuce under various wavelengths of light, and found that the plants did just fine. Read More

03.17.21- And Now, for Something Entirely Different: Scooby-Doo The Ugly Pandemic Truth
Pateo.nl

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03.16.21- Will Air-Powered Vehicles
Ever Become A Reality?

Tatiana Serova

In 2008, when the Indian company Tata Motors announced plans to commercialize a vehicle that would be fueled by air, many optimists believed that a revolution was underway in the transport sector. However, more than ten years later, this promising and carbon-free technology has yet to reach production and now seems to be dead in the water. So what happened, and is there still any hope to turn this technological dream into a reality?  Read More

03.15.21- Experimental microsphere anodes triple capacity of lithium batteries
Nick Lavars

Through experimentation with a newly created type of material, scientists in Russia have landed on a battery design with a number of promising performance benefits, in particular an ability to offer triple the capacity of today's solutions. The breakthrough comes from replacing the material used for one of the battery's electrodes with hollowed out nanospheres that enable the device to not only hold more charge, but remain stable over an impressive period of time. Read More

03.13.21- Can Fuel Cell Cars Compete
With The EV Boom?

Irina Slav

If there has ever been a misleading headline, it has to be the one above, at least according to European carmakers. Hydrogen cars, they say, are not a viable alternative to battery electric vehicles. And that is despite billions of dollars that their own governments are pouring into hydrogen.

"You won't see any hydrogen usage in cars," Volkswagen's chief executive Herbert Diess toldthe Financial Times recently. "Not even in 10 years because the physics behind it are so unreasonable." Read More

03.12.21- H2Pro's dollar-a-kilo green hydrogen: a 20-year leap in clean energy?
Loz Blain

H2Pro's E-TAC hydrogen production system promises a revolutionary jump in water-splitting efficiency, and a 20-year plunge in the cost of clean hydrogen

Israeli company H2Pro claims its highly efficient water-splitting technology will deliver green hydrogen at less than US$1 per kilogram before 2030. That's a big deal; it would represent a 60-80 percent drop in green H2 prices, down to a level where it's cheaper per unit of energy than current retail gasoline prices in the United States. The Hydrogen Council's current projections don't expect that kind of price drop until 2050, and even then it's a best-case scenario. Read More

03.11.21- Energy-harvesting shirt generates electricity from sweat and movement
Ben Coxworth

When it comes to renewable energy, many cities combine multiple sources, such as solar panels and wind turbines. Scientists have now taken a similar approach with a "smart" shirt that generates electricity via both sweat and movement.

All of the parts are screen-printed onto the fabric, including the waterproofed silver circuitry that connects them. Importantly, everything is flexible, stretchable, foldable and washable – that said, in the technology's current form, detergent cannot be used. Read More

03.10.21- Artificial Intelligence Is A Gamechanger In The Battery Boom
Alex Kimani

The biggest energy transition in history is well and truly underway, and nowhere is the shift more readily apparent than in the transport industry. Wall Street is almost unanimous that electric vehicles are the future of the industry, with EV sales already outpacing ICE sales in markets such as Norway. 

That kind of exponential growth can only mean one thing: Explosive demand for the metals that go into those batteries. Read More

03.09.21- Energy Transition Leads To Higher Oil Prices, Metals Shortage
Irina Slav

Three billion tons: this is how much metals and minerals the energy transition will require, according to a World Bank report. Demand for some of these, such as copper, lithium, cobalt, and graphite, is set to increase 500 percent by 2050, according to the same report. And the market for some of them—namely copper—is already near a deficit. Read More

03.08.21- And Now, for Something Entirely Different: How The Fight Over American Freedom Will Probably Escalate
Brandon Smith

Three months ago in December I published an article titled ‘Is The Globalist Reset Failing? The Elites May Have Overplayed Their Hand’. I was specifically interested in the development of the pandemic “crisis”, the lockdown mandates of governments worldwide, the bizarre vaccination campaign for the new and under-tested mRNA cocktail which was rushed out to the public in the span of six months, the World Economic Forum’s open statements that they hoped to exploit the pandemic as a springboard for their globalist agenda, and the public’s reaction to it all. Read More

03.06.21- US May Boost Rare Earths Mining to Counter Threat From China
Emel Akan

WASHINGTON—The Chinese communist regime has recently signaled that it could leverage its dominance in rare earth minerals, raising alarm bells in the United States. The threat has prompted the Biden administration to take action to reduce U.S. reliance on China for rare earth metals that are used in everything from smartphones to electric vehicles to fighter jets.

In 1992, Chinese paramount leader Deng Xiaoping predicted the importance of rare earths to China’s future when he famously said, “The Middle East has oil. China has rare earths.” Read More

03.05.21- The Pentagon Successfully Tests Solar Panel In Space
Tsvetana Paraskova

The Pentagon has successfully tested a solar panel in low-earth orbit as a prototype of potential future power-generating systems capturing light from the Sun and beaming it back as energy to earth.

In May 2020, engineers at the U.S. Naval Research Laboratory launched the Photovoltaic Radio-frequency Antenna Module (PRAM) aboard an Air Force X-37B Orbital Test Vehicle, as part of a study into prospective terrestrial use of solar energy captured in space. Read More

The U.S. Grid Isn’t Ready For A Major Shift To Renewables
Irina Slav

The blame game for the massive power outages in Texas last month continues. The dominant argument is that renewables had an ignorable part to play in the crisis, with natural gas and coal the indirect culprits due to their reduced availability resulting from infrastructure freezing and diverting supplies for heating purposes.

Yet what the real problem actually lies in, not just in Texas but everywhere where energy demand is growing, is grid reliability and resiliency. Read More

03.03.21- The Myths of Green Energy
Charles Hugh Smith

Finance is often cloaked in arcane terminology and math, but the one dynamic that governs the future is actually very simple. Here it is:

All debt is borrowed against future supplies of affordable hydrocarbons (oil, coal and natural gas).

Since global economic activity is ultimately dependent on a continued abundance of affordable energy, it follows that all money borrowed against future income is actually being borrowed against future supplies of affordable energy. Read More

03.02.21- Can Abandoned Oil Wells Be Used To Generate Geothermal Power?
Irina Slav

“The decade of geothermal” is a phrase that is becoming increasingly common in media and energy industry gatherings as the international zero-emission push comes to include one of the most fascinating—and clean—ways of extracting energy from the earth: geothermal power.

To reach the heat that the mantle of the Earth radiates into the core, geothermal companies need to drill—and they need to drill deep. In fact, one of the biggest challenges for this emerging industry is drilling deep enough to get to the really high temperatures: drilling so deep is risky and costly. Read More

03.01.21- New catalyst converts methane into methanol at room temperature
Nick Lavars

Scientists have come up with a new way to convert methane in natural gas into methanol, using far less energy

Methanol has wide-ranging potential as a cleaner fuel for powering advanced automobiles or producing plastic materials or other chemicals, and recently we're seeing how the production side of things could prove a boon for the environment, too. Scientists at the University of Illinois Chicago (UIC) have now found a catalyst that allows the methane in natural gas to be converted into methanol in a far less energy-intensive way than current solutions. Read More

02.27.21- Oil and Debt: Why Our Financial System
Is Unsustainable

Charles Hugh Smith

How much energy, water and food will the “money” created out of thin air in the future buy?

How much energy, water and food will the “money” created out of thin air in the future buy?

Finance is often cloaked in arcane terminology and math, but the one dynamic that governs the future is actually very simple. Read More

02.26.21- The Texas Cold Blast Was A Warning To Hydrogen Investors
Alex Kimani

The Texas storm has exposed an energy grid ill-prepared for climate change, with electric grid regulators now saying that the United States needs to rapidly develop vast supplies of power storage--including giant batteries and hydrogen storage. So, it might be wise for investors to avoid any fear associated with the wild valuations of hydrogen stocks. 

Leading hydrogen companies like Plug Power Inc. (NASDAQ:PLUG), Bloom Energy Corporation (NASDAQ:BE) and Ballard Power Systems (NASDAQ:BLDP) could still be prime long-term investment candidates despite currently trading at stratospheric valuations. Read More

02.13.21- The Foundation for Potential Price Hyperinflation Is Being Laid
Peter Reagan

The Federal Reserve sure seems to have a tough time finding and reporting signs of rising inflation — especially when it’s hidden in other sectors like a lack of demand for energy.

A recent example of the Fed’s “inflation blindness” comes from a speech Chairman Jerome Powell gave to the Economic Club of New York. According to a MarketWatch piece that reported on that speech: Read More

02.12.21- The Fed Faces Two Choices
Brian Maher

A man shipwrecked bobs along in his lifeboat…

The cruel sun cooks him. His thirst tortures him. His sufferings are doubled, tripled and quadrupled by this impossible irony:

Water, water is everywhere — yet there is scarcely a drop to drink. Salt water in any quantity would murder him. Read More

02.11.21- Fed’s Near-Zero Rates Might Sound Good (Until This Happens)
Birch Gold Group

In some cases, the idea of a “near-zero interest rate” is a good thing. For example, if you qualify for 0% interest when you buy a car, you save money.

But it’s much different when your retirement savings depends on getting a return on investment (ROI). In that case, near-zero interest rates can put pensions and other retirement accounts in serious jeopardy. Read More

02.10.21- And Now, for Something Entirely Different: Debt and the Demise
of the Middle Class

Charles Hugh Smith

Unfortunately for those at the top who've benefited immensely from speculative bubbles, speculative bubbles don't create a vibrant middle class--they push what's left of the middle class off a cliff. 

What exactly is the Middle Class and what unique role does it serve in the economy?Given that the Middle Class is constantly invoked by politicos and economists, you'd think the status quo had a solid understanding of the Middle ClassAlas, it isn't that simple.  Read More

02.09.21- Government’s Money Monopoly and the “Great Reset”
Dr. Thorsten Polleit

The unbacked paper money system is an economically and socially destructive system—with far-reaching and harmful economic and social consequences beyond what most people would imagine. Fiat money is inflationary; it benefits some at the expense of many others; it causes boom-and-bust cycles; it corrupts the morality of society; it will ultimately end in a major bust; and it leads to overindebtedness. Read More

02.08.21- And Now, for Something Entirely Different: Proof That the US November Election Was Stolen Exists in Abundance
Paul Craig Roberts

The official narrative that there was no election theft is likely the largest lie ever perpetrated on the world.  The lie is so vast and so fragile that everyone who disagrees with the official narrative is suppressed, deplatformed, kicked off social media, ostracized, and fired from their job in order to protect the lie from examination and exposure.  In Michigan the state attorney general is attempting to debar attorneys who represented cases of electoral theft. Massive effort was made—including an orchestrated “storming of the Capitol”—to insure that the evidence would not be presented and that the majority of the population would never encounter the evidence. Read More

02.06.21- The U.S. Dollar Could Be Nearing Its “End Game”
Birch Gold Group

From foreign countries trying to dethrone the dollar’s hegemony as global reserve currency, all the way to rising inflation weakeningit… the U.S. dollar is in trouble.

Pundits like Jim Rickards said(back in 2016): “The dollar won’t lose its reserve currency status overnight” — and he was right. But a new and disturbing signal could finally be revealing the end game.Read More

02.05.21- Inflation Is Coming. Here’s How I’m Getting Ready
Brett Owens

If you’ve read my articles in the last few weeks, you may have noticed I’ve been writing about inflation more lately. I’m doing so because your income portfolios—especially your bonds!—are at risk as a result of recent money printing.

My recent monetary focus has taken many readers by surprise. After all, we haven’t seen sustained inflation in 40 years. Nothing like a four-decade lull to lure an investor into a false sense of “60/40 retirement portfolio” security! Read More

02.04.21- “It Can’t Happen Here”
Jim Rickards

The Federal Reserve printed $4 trillion in the years following the 2008 crash, expanding its pre-crisis balance sheet of about $900 billion to roughly $4.5 trillion. Many people thought, if hyperinflation were ever going to happen in the U.S., it would have already.

Well, it never happened. Today, in response to the pandemic and the economic lockdowns that followed, the Fed has cranked up the printing press to even higher levels. It’s printed almost as much money in one year as it printed in the several years after the financial crisis. Read More

02.03.21- Yellen Gets Ethics Waiver To Lead Regulator Meeting On Gamestop Insanity After Taking $810K From Citadel
Tyler Durden

Once it became clear - just a few seconds after AOC first rage-tweeted about RobinHood refusing to let "the people" trade more shares of $GME and $AMC before adding that she'd support a public hearing on what had just happened - that all the key players in the "WallStreetBets"/"Gamestop"trading saga would soon be dragged in front of Congress like a gaggle of tech CEOs, the newly elected Democrats and their hand-picked economic team were faced with a critical question: who exactly was going to preside over these proceedings on the regulatory side, since they are virtually all compromised by key connections to the financial services industry, and not just the big banks. Read More

02.02.21- Fed Chair Powell: Inflation Can Rise In 2021…So What Happens to Gold?
Arkadiusz Sieron

The first FOMC meeting in 2021 has concluded without any changes in monetary policy, while Powell sent a few dovish signals during his press conference.

The FOMC released on Wednesday (January 27) its newest statement on monetary policy. Generally speaking, the statement was little changed. The main alteration is that the U.S. central bank has acknowledged that “the pace of the recovery in economic activity and employment has moderated in recent months”. Wow, how did they notice that? They really must hire professionals! All jokes aside, this modification in the FOMC statement is dovish. Read More

02.01.21- And Now, for Something Entirely Different: No Good Reason to Be Short
Ted Butler

The current short position in COMEX silver is mostly held by 8 major financial firms. We can only guess who they are because their identities are protected. According to the COT reports, the biggest 4 are short nearly 60 thousand contracts and the next 4 are short nearly 20 thousand contracts. That’s a total of 400 million silver ounces. Annual mining production of silver amounts to less than 800 million ounces. The short position in silver dwarfs any other commodity. Furthermore, it is concentrated in a few hands and thus open to manipulation.  Read More

02.30.21- The Federal Reserve Is Manipulating the U.S. Stock Market
Dan Denning

Emma Walsh here, managing editor of the Diary.

Psychologists use the term “gaslighting” when a manipulator is trying to get someone else (or a group of people) to question their own reality, memory, or perceptions.

Today’s guest editor believes the feds are using this strategy to distract the American public from a massive power grab by the government… And COVID-19 is the Trojan Horse inside which all their monetary and technological fantasies have been smuggled. Read More

01.29.21- The Dollar's Reserve Currency Status Won't Last Forever
Doug French

The Federal Reserve and the confederation of central banks which follow Chair Powell and his lieutenants at the Eccles Building have flooded the world with fiat script which is only limited by Keynesians' and modern monetary theorists' imaginations. In this flurry of metaphorical printing, one country, Russia, has loaded its central bank balance sheet not with the speculation de jour, bitcoin, but instead with the barbaric relic gold.

Tellingly, Russia’s stockpiling began in 2016, and on the eve of the president’s departure from the White House, Vladamir Putin and Elvira Nabiullina, president of Russia’s central bank, had more gold than US dollars stockpiled. Read More

01.28.21- Understanding the Roots and Causes of Inflation
Ludwig von Mises

If the supply of caviar were as plentiful as the supply of potatoes, the price of caviar—that is, the exchange ratio between caviar and money or caviar and other commodities—would change considerably. In that case, one could obtain caviar at a much smaller sacrifice than is required today. Likewise, if the quantity of money is increased, the purchasing power of the monetary unit decreases, and the quantity of goods that can be obtained for one unit of this money decreases also. Read More

01.27.21- The Fed's Ever-Growing
Golden Footprint

Michael Lebowitz

A special thank you to Alexander Stahel for providing us historical data on real interest rates.

What is a Dollar?

The value of a dollar is a figment of your imagination. A “greenback” is a worthless piece of paper backed by an intangible promise- the “full faith and credit” of the U.S. government. Its value rests on a necessary belief that one can transact with it today and tomorrow. Therein lies the value of any fiat currency. Read More

01.26.21- The Interest Rate Threshold
Keeps Dropping

Michael Pento

Initial Jobless claims totaled 900,000 for the week ending January 16th, after shedding 965,000 in the week prior. These numbers are over four times greater than they were a year ago. I find this to be not only sad but also remarkable in that we are still losing close to one million jobs per week a year after the Wuhan virus first broke out. More signs of economic stress were found in the December Retail Sales report. Sales dropped 0.7% last month, and the data for November was revised down to show a decline of 1.4%, instead of the 1.1% previously reported. Figures such as these illustrate just how fragile the economy still is, which will put upward pressure on the level of outstanding debt. Read More

01.25.21- Inflation Is Spreading Broadly into the Economy. Amid Surging Costs, Companies Raise Prices, and Customers Pay them, Despite Weak Economy, 10 Million Missing Jobs
Wolf Richter

“Not only have the last two months seen supply shortages develop at a pace not previously seen in the survey’s history, but prices have also risen due to the imbalance of supply and demand.”

The signs of inflation building up in the economy are now everywhere. IHS Markit, in its release of the Flash PMI with data from companies in the services and manufacturing sectors, added to that evidence. Read More

01.23.21- How the Fed Fails
Charles Hugh Smith

The Fed has a binary choice: preserve America’s global hegemony or further enrich the billionaires. You can’t have both.

The Fed will fail as a result of two dynamics: diminishing returns and the U.S. dollar’s role as a global reserve currency. The Fed’s reign as the godhead of financier-banker supremacy has been fun and games for the past 12 years of stock market euphoria, but that’s about to change. Read More

01.22.21- Hunger Games and COVID Games
Gary Christenson

At a glance:

  • COVID Games have devastated large sections of the economy, as well as
    state and federal budgets.


  • Declining federal revenues plus massive expenditures have increased debt and forced the Fed to “print” to fund deficits.

  • Gold and silver prices will rise. A currency crisis is possible. Read More

01.21.21- The destructive force
and failure of QE

Alasdair Macleod

This article concludes that quantitative easing as a means of stimulating economies and financing government deficits will fail. The underlying assumption is that the transmission of additional money to non-banks in order to inflate financial assets, and to banks to cover government finances, will become too great in 2021 for it to succeed without undermining fiat currencies and financial markets. Admittedly, this opinion stands in stark contrast to the common Keynesian view, that once covid is over economies will start to grow again. Read More

01.20.21- Will Biden 'Extinguish' The Dollar?
Egon von Greyerz

If president Biden wants to save the US economy, his first measure should not be to print $trillions of worthless new money but instead tell his secretary of the treasury Janet Yellen to withdraw all debased currency from circulation just as Aristophanes suggested in 405BC, Copernicus in 1517 and Gresham in 1560.

There is only one problem with withdrawing the debased dollars… THERE WOULD BE NO MONEY IN CIRCULATION AT ALL since all dollars are totally debased. Read More

01.19.21- Inflation Breeds Even More Inflation
Thorsten Polleit

I. Warning against Fiduciary Media

Early in the 20th century, Ludwig von Mises warned against the consequences of granting the government control over the money supply. Such a regime inevitably creates money through bank credit that is not backed by real savings—a type of money that Mises termed “fiduciary media.” Read More

01.18.21- "Simply Insane" Central Banks Attack Cryptocurrencies
Daniel Lacalle

The main central banks of the world are increasing money supply in an uncontrolled and unjustified way in what is so far the largest transfer of wealth from savers to governments ever. While savers see their deposits disappear with negative real rates and devaluations, while central banks seek at all costs to impoverish their neighbors through devaluations to benefit deficit-ridden states, financial repression continues to generate responses from citizens, who seek to safeguard their savings from the monster confiscator: devaluation and inflation. Read More

01.16.21- And Now, for Something Entirely Different: What to Expect in 2021... Madness, Mayhem, Manipulation and More Tyranny
John W. Whitehead

“Twelve voices were shouting in anger, and they were all alike. No question, now, what had happened to the faces of the pigs. The creatures outside looked from pig to man, and from man to pig, and from pig to man again; but already it was impossible to say which was which.”
George Orwell, Animal Farm

What should we expect in 2021? Read More

01.15.21- "The Fed Is In A Fantastic Position Where The More It Fails, The More It Is Needed"
Michael Every

The Fed’s Powell made it clear yesterday: “Now is not the time to be talking about exit. I think that another lesson of the global financial crisis is be careful, not to exit too early.” Folks, that is the *only* lesson the Establishment has learned from the GFC: like it is always “more cowbell”, it is always more central bank regardless of the song being played.

  • Inflation? More central bank: 2% CPI here we come one day, honest.
  • Inequality? More central bank (in more ways than one, ironically).
  • Climate change? More central bank: 2 degrees Celsius is another target now. Read More

01.14.21- US Government Runs Biggest December Deficit in History
Peter Schiff

The US government ran the biggest December budget deficit in history last month.

The December budget shortfall came in at $143.6 billion. That compares with a $13.3 billion deficit in December 2019, according to the Monthly Treasury StatementRead More

01.13.21- Is Inflation In Your Best Interest,
Or The Fed's?

Michael Lebowitz

“We want to see American citizens pay higher prices for milk, butter, eggs, bread, and toilet paper. To reach our goal, we will adjust monetary policy to make these goods and other goods and services more expensive in the future.”

How long before mobs storm the Mariner Eccles building (Fed headquarters) if Jerome Powell were to make such a statement?  Read More

01.12.21- Big-Spending Democrats Will Solidify COVID-19-Induced Monetary Policy
Bill Bonner

The price tag will be high.– President-elect Joe Biden

WEST RIVER, MARYLAND – Wow… What a week! What a way to begin a new year!

Many people were outraged and appalled by last week’s shenanigans in Washington. And this morning, calls for impeachment, destitution, or lynching are still running riot over the internet. Read More

01.11.21- The Tyranny Nobody Talks About
Charles Hugh Smith

All the tricks to hide our unaffordable cost structure have reached marginal returns. Reality is about to intrude.

There is much talk of tyranny in the political realm, but little is said about the tyrannies in the economic realm, a primary one being the tyranny of high costs: high costs crush the economy from within and enslave those attempting to start enterprises or keep their businesses afloat. Read More

01.09.21- Issues 2021
Doug Nolan

Fragility. Last year exposed myriad fragilities. The U.S. stock market went from all-time highs to an emergency FOMC meeting in ten sessions. The S&P500 lost more than a third of its value in just 21 trading days. Q2 GDP collapsed at a 31% annualized rate. Financial conditions tightened dramatically, with illiquidity and dislocation erupting throughout the markets – equities and fixed income. The year demonstrated the fragility of social stability. Frail confidence in our institutions was similarly revealed. Read More

01.08.21- And Now, for Something Entirely Different: Did Peaceful Rally End
in False Flag With Antifa?

Ginny Garner

About one million Trump, election integrity and Constitution supporters including this writer peacefully protested in Washington DC on January 5 and 6 at the Save America Rallies. The fake news media predictably is focusing on the US Capitol break-ins and ignoring the peaceful protests which constituted time-wise 99% of the two day events and why they were there – to protest election fraud and support the US Constitution and President Trump. Read More

01.07.21- The Worse Things Get, The More The Stock Market Likes It
Michael Snyder

No matter how bad things become, stock prices just keep going up and up and up.  In 2020, we experienced the worst public health crisis in 100 years, the U.S. economy was plunged into the worst economic downturn since the Great Depression of the 1930s, Americans filed more than 70 million claims for unemployment benefits, and civil unrest raged in major cities all across the United States.  Meanwhile, we witnessed the greatest stock market rally in American history.  No matter what happened, nothing could seem to dampen the wild euphoria on Wall Street.  Read More

01.06.21- Will the Fed Support Gold Prices in 2021?
Arkadiusz Sieron

Gold ended 2020 at $1,891, partially thanks to monetary policy easing. In 2021, the Fed may not trigger a comparable rally in gold, but it should offer gold prices some support.

Welcome to 2021! I hope that it will be a wonderful year for all of you; a much healthier, calmer and normal year than 2020 was. And even more profitable of course! Indeed, at least gold bulls could be satisfied with the last year, in which the price of gold jumped from $1,523 to $1,891 (London A.M. Fix)! It means that the yellow metal gained more than 24 percent, as the chart below shows. Read More

01.05.21- And Now, for Something Entirely Different: Giving Up the Ghost
James Howard Kunstler

Things are shaking loose. Secrets are flying out of black boxes. Shots have been fired. The center is not holding because the center is no longer there, only a black hole where the center used to be, and, within it, the shriekings of lost souls. Will the United States go missing this week, or fight its way out of the chaos and darkness?

Whatever occurs in this strange week of confrontation, Joe Biden will not be leading any part of it. Where has he been since Christmas? Back to hiding in the basement? Did the American people elect a ghost? Even if this storm blows over, could Joe Biden possibly claim any legitimacy in the Oval Office? And then what happens with the rest of the story — which is an epic economic convulsion sharper than the Great Depression — as time is unsuspended and the year 2021 actually unspools?  Read More

01.04.21- Will The Fed Destroy The Dollar?
Adam Taggart

The two smartest Fed-watchers we know share their forecasts

The Federal Reserve’s official target rate of inflation is 2% per year.

Put another way, that means that if the Fed hits its target, the value of today’s dollar will only be worth around a third of its current value in 50 years.

Think that can’t happen? It already has. Read More

01.02.20- Is 2021 the Death of Fiat Currency?
Marin Katusa

Do you have FOMO yet?

If you didn’t put your cash to work in 2020, then you’re fighting the tide ignited by the Fed.

Never in the history of the world has so much money been printed.

Plus, if you’re an accountant and love seeing balanced books, you’ve likely never had your eyelids twitch more than this year. Read More

01.01.21- Will The Fed Lose Control In 2021?
Alasdair Macleod

The most important event in the new year is likely to be the Fed losing control of its iron grip on markets. The dollar’s declining trend is already well established against other currencies and commodities, leading to this outcome.

Events in 2021 will be the consequence of a developing hyperinflation of the dollar. Foreign holders of dollars and dollar assets - currently totalling $27.7 trillion - are sure to increase the pace of reducing their exposure. This is a primal threat to the Fed’s policy of using QE to continually inflate assets in the name of promoting a wealth effect and continuing to finance a rapidly increasing federal government deficit by suppressing interest rates. Read More

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