Loose Thoughts to Wrap Up 2025

Natural Gas, Upcoming Wrinkle in White Metals, Nickel, Economic Inflections and Bonds, Power & Affordability, Interesting Charts, and More

A lot of loose thoughts here… apologies if this seems somewhat disjointed. I have been catching up on a lot of research and reading while also trying to unplug a bit and recharge for 2026…hopefully there is something of interest in here to everyone!

Today I will address:

• Appearance on the Market Huddle

• Natural Gas

• Metals and Upcoming Catalysts

• Nickel update

• Economic Inflections and Bonds

• Power & Affordability

• Assorted Interesting Charts

• Read of the Week

Diving right in…