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

97

39

11

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

12

6

1

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

12

3

3

October 2025

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

Winter is Coming

Oct 31, 2025 • Alexander Stahel

35

7

3

K92 Mining - A Tier 1 Opportunity in the Making

A "Special Situation" in the Gold Mining Space

Oct 27, 2025 • Alexander Stahel

39

3

1

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

26

2

2

Alamos Gold — A Picasso That Gets Better with Age

How Land Optionality and Discipline Compound Value in Gold Mining

Oct 15, 2025 • Alexander Stahel

24

6

2

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

30

2

8

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

7

4

Content Guidance: Gold Miners Next

What to Expect Next

Sep 7, 2025 • Alexander Stahel

42

20

4

August 2025

Peace Is a Process

Lesson 9

Aug 31, 2025 • Alexander Stahel

9

1

1

Nuclear Weapons Pass ESG Test as War Redefines Ethical Investing

Following up on my article yesterday— on why high expectations so often lead to disillusionment, and what that means for nuclear peace and global…

Aug 27, 2025 • Alexander Stahel

2