The Oil Market Is Always Wrong About Long-Term Prices

Published on November 29, 2025

The article argues that the oil market is mistaken to predict long-term prices will remain near the current $60-per-barrel level through 2030, believing oil will be more expensive due to tightening supply/demand balance.

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The Mag 7 Has a Capital Expenditure Problem

November 28, 2025
This article questions if the high valuation multiples are justified, arguing that investors will soon need to see actual cash flow results from this massive CapEx bonanza.This aggressive spending has caused their collective free cash flow growth to turn negative, raising concerns since stock valuation is based on future free cash flow.

Mercuria Metals Boss Says ‘This Is the Big One’ for Copper Bulls

November 29, 2025
Kostas Bintas, the high-profile head of metals at Mercuria Energy Group Ltd., has renewed his bullish prediction for copper prices as he warned that a rush to ship metal to the US risks draining the rest of the world’s inventories.