Son of the New American Revolution mostly covers Semiconductors, Strait of Hormuz and Persian Gulf. Based on 2 issues we scanned in the last 6 months, these 1 newsletters cover the most similar ground. The closest match is Doomberg, which also writes about Liquefied Natural Gas and Crude oil.
Ranked by topic overlap: newsletters score higher when they share distinctive topics, not just broad ones everyone covers.
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