Inside the weird world of the Darwin Dialogue and how nations are now testing rocks for their “DNA” to ensure they keep the profits.
Bond Revolt in Japan, Trump Next?
While Greenland hogs the headlines, Japanese bond traders may have just set the scene for a similar revolt in the US against Trump. Massive implications for markets.
The Game of Diplomacy: Trump’s Greenland Gambit
Trump’s Greenland gambit exposes Europe’s weakness while Canada pivots to China. The global Risk board is being redrawn — resource control trumps alliances.
The Greenland trade: two ASX sectors to benefit
The Greenland trade is back. Trump’s Arctic push, puts gold and critical minerals back on the menu – to the benefit of a number of Aussie companies.
Copper and Zinc: One ASX small cap that is benefitting
Rio–Glencore chase copper dominance as AI data centres and EVs supercharge demand, while an overlooked zinc play and one Aussie small cap quietly ride the same boom.
Australia’s Energy Price Crisis: Winners and Losers
Australia’s electricity prices surge as manufacturers bleed profits. Gas developers now sit on the answer, if politicians actually deliver policy change.
Ouch! That Silver is Too Hot
Oil trades 28% below silver for only the third time in 70 years. History suggests this won’t last. But where does Australia fit when mean reversion hits?
Don’t Forget About Gold! Two Examples of Companies that Could Benefit in The Second Half of 2026
Gold is tracking well at 2026’s start. I’m bullish on commodities this year, but the second half could be when gold truly shines. Here’s why.
Look at These 3 Giant Commodities Stocks Rip: Where I’m Looking For New Opportunities
Maduro’s fall ignites commodity supercycle. Southern Copper, Alcoa and Coeur surge like tech stocks. Real winners to emerge in overlooked small-cap and micro-cap ASX stocks next?
Maduro Whisked Away: Market Implications
Maduro’s capture signals a new era: US and China dividing hemispheres, locking down critical minerals supply chains, and competing for resources in Africa.