40 Best Commodity, Energy and Mining Stock Newsletters (2026)
Quick answer: The best commodity, energy and mining stock newsletters in our directory are The Flying Frisby, Metals and Miners, EMOGCP - Russian Oil & Gas Monitor, The Commodity Compass, Doomberg, plus 35 more. Each one's price and cadence is checked against its official page (updated October 27, 2026).
Newsletters whose official pages say they cover commodities and the stocks tied to them: oil and gas, shipping, uranium, copper, gold, silver and mining companies. 40 listings, each checked against its official page. Not investment advice.
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The list
The Flying Frisby
Commentary on gold, silver, mining, bitcoin and markets from Dominic Frisby.
Metals and Miners
Research and guest reports on gold, silver, copper and mining stocks.
EMOGCP - Russian Oil & Gas Monitor
Commentary on the Russian oil and gas sector from a long-time equity analyst.
The Commodity Compass
Data-heavy research on commodity cycles and the cyclical stocks tied to them.
Doomberg
Energy, finance and geopolitics analysis with free previews and a paid tier.
TSCS
Research on macro, commodities, credit risk and mispriced stocks across global markets.
Misadventures in Shipping
In-depth research on listed shipping stocks: tankers, offshore vessels, dry bulk and gas carriers.
Freight & Barrels
The oil market read through tankers, refining and freight, from a crude and tanker analyst.
Zac Loney
Commodity cycles, technical analysis and ideas in miners and metals.
Uranium Unleashed
Uranium and copper market research from a writer with 20+ years in mineral exploration.
Fides Capital
Commodity and emerging-market investing with a focus on cycles and sector strategies.
J Taylor's Gold Energy & Tech Stocks
Small-cap gold, silver, base-metal and energy explorers, plus select tech stocks.
Equities Club
Research on small-cap mining and resource stocks listed on the ASX.
Schachter's Eye on Energy
Josef Schachter's weekly view on oil, gas and energy stocks.
Commodity Context (Rory Johnston)
Data-heavy oil market research with a Friday weekly wrap.
Doug Casey's Crisis Investing
Doug Casey and Matt Smith on gold, silver, uranium and junior mining stocks.
Trader Ferg
A full-time trader's journal on out-of-favor sectors like uranium, oil and coal.
The Crude Chronicles
The financial history of the oil and gas industry, told through charts going back 100+ years.
Don's Newsletter (Don Durrett)
Don Durrett on gold and silver mining stocks. Most posts are free.
Oil not dead (The Oil Bandit)
Oil markets from the physical side: barrels moving and what drives prices short term.
The Merchant's News
Oil, gas, LNG, metals and geopolitics, and the stocks most exposed to them, three times a week.
The Coal Trader
Coal, mining, oil and gas, and energy markets from a mining and minerals analyst.
Gold Investor Research
Data-driven analysis of the gold market, with weekly updates.
Arcadia Economics' Gold & Silver Daily
A free, five-minute daily update on what's moving gold and silver.
AFE Leaks
Cost data and research on upstream oil and gas wells and operators.
Red Earth Intel
How China shapes critical-mineral markets, from Mandarin primary sources.
Oilman Jim's Letter
Independent commentary on small-cap oil, gas, helium and hydrogen companies.
John Galt
Uranium, rare earths and resource-stock analysis for retail investors.
Consolidated Rock
Commodity and value investing ideas from former business journalist Sultan Ameerali.
The Contrarian Capitalist
Contrarian research on commodities, equities, geopolitics and macro risk.
Macro Mind, Micro Market
Deep research on energy, mining and infrastructure microcaps by a PhD economist.
Brevarthan Research
Fundamental research on energy, alternative energy and industrial companies.
The Oil Report
A weekly oil-market report on price drivers, positioning and the macro backdrop.
Measured Depth
Independent, data-driven research on North American natural gas markets.
Trader's nectar
Oil, freight and commodity derivatives, with a focus on options.
Foundations of Energy
A free Sunday energy brief plus weekly paid research on energy markets.
The Silver Sofa
Company-level research on silver and gold miners, royalty companies and copper stocks.
MLPguy Week Thoughts
A weekly wrap-up of midstream stocks and MLPs, published since 2009.
Makai Research
Data-dense tanker and oil market research.
Mining Stocks Today
Mining stocks worldwide, from a veteran trader.
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FAQ: best commodity, energy and mining stock newsletters
Why read a commodity newsletter?
Commodity prices move many stocks: miners, oil producers, shippers and refiners. These letters explain the supply, demand and cycles behind those moves.
Are mining stocks risky?
Small exploration companies are among the riskiest stocks. Many never reach production. Read each letter's disclosures and size positions carefully. Not investment advice.
Are there free options?
Equities Club (ASX small-cap miners) was free to read when we checked, and Freight & Barrels and Doomberg publish free posts alongside paid tiers, per their official pages.
Where are gold-only and Doomberg-style letters?
See gold and silver newsletters and our guide to Doomberg alternatives for energy and commodity research.
Is this list a ranking?
No. Our own newsletter is listed first where it qualifies; the rest are in a fixed editorial order. Featured spots are paid and labeled Sponsored.
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