Iran War Winners #2 and #3: Copper and Nickel
A sulphur squeeze in the Gulf, Indonesia slashing nickel quotas and an AI data‑centre arms spell big things for nickel and copper prices.
Iran War Winner #1: Lithium
Iran War Winner #1: Lithium
Battery Energy Storage Systems are the quiet winner from the Iran war, pulling forward a huge new wave of lithium demand just as EV demand re-accelerates and supply stalls.
Everything (might) be fine
Everything (might) be fine
The ASX has bounced, the war drones on, and private credit lurks. Lachlann runs the Rumsfeld matrix on markets. And it turns out, we might be just fine.
Silver, Juice and Power
Silver, Juice and Power
Iran is taxing oil in yuan and crypto, but how many ounces of silver do I need to buy a pound of frozen OJ? What a weird commodity pair reveals about money, energy and power.
This oil war is triggering an avalanche of lithium demand
This oil war is triggering an avalanche of lithium demand
Iran’s war is squeezing oil, supercharging EV demand and quietly tightening lithium. Lachlann shows how four ASI lithium plays are positioned for this second‑order shock.
Don’t Watch The Strait, Read This
Don’t Watch The Strait, Read This
Iran’s oil shock is squeezing markets while AI devours electricity, pushing capital toward one overlooked winner: baseload nuclear and uranium plays
Here we go
Here we go
Trump’s Iran ultimatum expires at our ASX market open tomorrow. Here’s why the energy trade is only getting started. Think phases and always be prepared.
Easter Monday, energy chaos, and an even bigger lithium rebound!?
Easter Monday, energy chaos, and an even bigger lithium rebound!?
Will small-cap commodities stocks rise again? Happy Easter Monday, Lachlann Tierney shares what happens in the pages of Australian Small-Cap Investigator.
Gold on the Gold Coast (Pt. 3): Trust in Gold
Gold on the Gold Coast (Pt. 3): Trust in Gold
The third part in a three part series on a gold coast gold conference by Lachlann Tierney. Turns out gold is pretty handy when you need a taxi and have no “money”.
Gold on the Gold Coast (Pt. 2): Start thinking of gold in yuan!
Gold on the Gold Coast (Pt. 2): Start thinking of gold in yuan!
Gold, Bitcoin and the US dollar are locked in a new fight to define money — and Iran’s oil fields sit right in the crosshairs.
