Katusa Research

06/05/2026

The $4.69B bet on American gas, signed the week oil crashed.

While headlines focus on missiles, sanctions, and geopolitical noise, smart money is watching something else entirely: the cement trucks.

In this week's deep dive, Marin follows the capital, the construction, and the infrastructure quietly reshaping the energy landscape—and what it could mean for investors.

Read more below.

The $4.69B bet on American gas, signed the week oil crashed.

05/29/2026

It echoes of 1983 all over again. Here’s what happened last time.

AI isn’t just changing software…

It’s turning compute into a commodity.

The companies controlling power, infrastructure, and capacity could become the biggest winners of the next cycle.

Read more below.

It echoes of 1983 all over again. Here’s what happened last time.

05/22/2026

The Oil Giant’s patent expired, but the thesis didn’t.

And what once worked for Exxon is starting to echo again in today’s energy market structure.

The Oil Giant’s patent expired, but the thesis didn't.

05/15/2026

One of them is being audited. Two of them are not.

05/08/2026

You're reading oil data wrong.

05/01/2026

Here’s why the metal forgot what it actually is. Silver bulls got the metal right. They measured it wrong.

04/17/2026

It’s Happened Before: Don’t get scared now.

04/10/2026

74% of the world's supply comes from people chasing something else.

04/06/2026

Nobody at dinner is talking about gold and silver. Good.

03/27/2026

And it's quietly wrecking every decision you make.