EU Natural Gas Deep Dive: Cheap Gas, Fragile System

Europe’s Post-Gazprom Energy Regime Needs Further Repair

Feb 15 • Alexander Stahel

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January 2026

G Mining Ventures: A Mine Building Giant Dressed as a Junior Gold Developer

Why G Mining Venture may be the rare miner with a lasting moat..!

Jan 27

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Maduro is Gone. Is that Good News? Not if you are long oil.

It's path dependent, but it should become a blessing for peace and humanity

Jan 3

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December 2025

Skeena Gold & Silver: The Takeover Setup Is Now in Place

High Quality Gold AND Silver Asset with a Clear Pathway to First Gold

Dec 26, 2025

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November 2025

Osisko Development: Unusual Geology is the Risk

When difficult geology meets excellent management, it is almost always the difficult geology that wins.

Nov 30, 2025 • Alexander Stahel

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October 2025

The Calm Before the Thaw: Europe’s Natural Gas Market Finds Its Balance

Winter is Coming

Oct 31, 2025 • Alexander Stahel

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K92 Mining - A Tier 1 Opportunity in the Making

A "Special Situation" in the Gold Mining Space

Oct 27, 2025 • Alexander Stahel

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Lundin Gold: A Geological Unicorn, Priced for Perfection

Fat panel, high grade, real optionality; patience required at 1.7× NAV

Oct 20, 2025 • Alexander Stahel

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Alamos Gold — A Picasso That Gets Better with Age

How Land Optionality and Discipline Compound Value in Gold Mining

Oct 15, 2025 • Alexander Stahel

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Running on Fumes: How refinery strikes and Urals economics threaten Russia’s oil output - and its regime

A data-driven look at Russia’s oilfields and refineries—and the risks to tomorrow’s barrels

Oct 7, 2025 • Alexander Stahel

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September 2025

Grasberg: Why the World’s Wettest Block Cave Mine May Never Restart?

Freeport’s Grasberg Copper Gold Mine: More than “Force Majeure”…!

Sep 24, 2025 • Alexander Stahel

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Content Guidance: Gold Miners Next

What to Expect Next

Sep 7, 2025 • Alexander Stahel

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