Illya Gerasymchuk

Engineering & Finance

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Commodities: metals, energy, miners & producers

Articles on commodities and commodity markets, including precious metals, industrial metals (e.g. copper), energy (oil/crude, nuclear/uranium, power/electricity themes) and commodity miners, producers, royalties, streamers, and supply/demand dynamics

Copper Is A Great Investment In 2026 - Technicals & Fundamentals Explained

Started: 2026-01-21 Updated: 2026-01-21

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Yesterday, I explained why silver mining stocks are undervalued in 2026

Started: 2026-01-19 Updated: 2026-01-21

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Silver Mining Stocks Are Undervalued In 2026

Started: 2026-01-18 Updated: 2026-01-18

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The big play on precious metals mining stocks is that production costs remain (much) smaller than the metal's spot price

Started: 2026-01-02 Updated: 2026-01-02

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Uranium, nuclear energy, electrical grid, lithium and copper have been added to my list

Started: 2025-12-31 Updated: 2025-12-31

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China Is Hoarding Commodities

Started: 2025-12-29 Updated: 2025-12-29

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Bitcoin needs gold. Gold doesn't need Bitcoin

Started: 2025-10-22 Updated: 2025-10-22

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hope you enjoyed Friday's gold, silver & miners sell-off

Started: 2025-10-19 Updated: 2025-10-21

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'The market is never wrong' #7

Started: 2025-06-16 Updated: 2025-08-07

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'The market is never wrong' #6

Started: 2025-06-16 Updated: 2025-07-14

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'The market is never wrong' #5

Started: 2025-06-16 Updated: 2025-06-25

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