Phase 0a refresh: the confirmed cyclicals-over-defensives flip runs through energy services; copper extends further

Event

Phase 0a refresh: the confirmed cyclicals-over-defensives flip runs through energy services; copper extends further

Summary

  • Type: monitoring-check (subtype: mechanism corroboration, cross-signal read-through) - event_id: 2026-08-28-us-energy-dominance-cyclicals-flip-runs-through-energy - Source: (Sector Scorecard "Energy / oil services"; Cross-sector Rotation — copper leading inflows); (the confirmed sector-RS reg
3 events
DateTypeEvent
Sep 2 tweetWinston - the US and China drew almost the same fossil-fuel share of power in 2025 Sep 2 tweetEric Nuttall - global oil inventories at all-time lows despite record SPR/floating-storage draws Sep 6 ArticleEIA: disrupted oil flows and a conditional recovery

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