Simon Hunt

Simon Hunt Strategic Advisors on the global economy, including Geopolitics, China and the Copper Industry

Diesel isn't just another commodity. It is the fuel behind a huge part of the real economy.The key question: Are we look...
02/09/2026

Diesel isn't just another commodity. It is the fuel behind a huge part of the real economy.
The key question: Are we looking at a temporary squeeze , or the beginning of something much bigger?

Is the global copper market really as well supplied as the headline surplus suggests?Subscribe for the full copper marke...
29/08/2026

Is the global copper market really as well supplied as the headline surplus suggests?

Subscribe for the full copper market analysis & our latest price scenarios.
simonhuntstrategicservices.substack.com

The big story?Copper isn't just about supply and demand — liquidity, equities, the dollar and monetary policy matter too...
27/08/2026

The big story?
Copper isn't just about supply and demand — liquidity, equities, the dollar and monetary policy matter too.
⚠️ These are market estimates, not predictions or financial advice.

&P500

The real cost of oil is more than the quoted Brent price. Refining costs and the crack spread can add roughly $27 per ba...
25/08/2026

The real cost of oil is more than the quoted Brent price. Refining costs and the crack spread can add roughly $27 per barrel to the effective price of fuel.
Energy prices could become one of the biggest threats to the US economy.
simonhuntstrategicservices.substack.com

A prolonged crisis could place the American economy and financial system under severe pressure, particularly given exist...
22/08/2026

A prolonged crisis could place the American economy and financial system under severe pressure, particularly given existing levels of debt and leverage.
These are risks that investors, governments and businesses cannot afford to ignore.
simonhuntstrategicservices.substack.com

China and Russia may see growing U.S. economic and credit-market turmoil as an opportunity to advance a gold-backed curr...
20/08/2026

China and Russia may see growing U.S. economic and credit-market turmoil as an opportunity to advance a gold-backed currency, intensifying the global shift from paper currencies toward gold-led alternatives.

That signature occurred at a moment when Iran’s government reshuffled her key players. The new structure is placing more...
18/08/2026

That signature occurred at a moment when Iran’s government reshuffled her key players. The new structure is placing more authority in the hands of officials who prefer war to negotiation.

Read more at: www.simon-hunt.com

Could the New Pact Escalate the Iran Conflict?The New security pact could be viewed in Tehran as the emergence of a Sunn...
16/08/2026

Could the New Pact Escalate the Iran Conflict?
The New security pact could be viewed in Tehran as the emergence of a Sunni-led regional bloc, raising concerns about Iran’s strategic position.

New Power BalanceA new security alignment is emerging in the Gulf involving major Muslim powers.Read more at: www.simon-...
14/08/2026

New Power Balance
A new security alignment is emerging in the Gulf involving major Muslim powers.
Read more at: www.simon-hunt.com

What’s happening in the world matters.Get the latest insights on wars, geopolitics, markets, economies, and major global...
10/08/2026

What’s happening in the world matters.
Get the latest insights on wars, geopolitics, markets, economies, and major global developments—straight to your inbox.
www.simon-hunt.com

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