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.
Gold on the Gold Coast (Pt. 1): Why are these people so relaxed!?
Gold on the Gold Coast (Pt. 1): Why are these people so relaxed!?
Why invest in gold? Lachlann Tierney explains why people invest in gold in the first of a three-part series about a recent trip to a Gold Coast gold conference.
Scary market, rock-solid long-term energy commodities demand
Scary market, rock-solid long-term energy commodities demand
Around 30% of Australia’s oil can be traced back to the Strait of Hormuz. Trump talks about gifts and presents, but the real present is the energy commodities that enable everything.
Once in a lifetime set up for commodities
Once in a lifetime set up for commodities
The connection between commodities, currency wars and the AI data centres is what is driving this market. Lachlann Tierney explains that connection.
Trump dusts off the cowboy hat!
Trump dusts off the cowboy hat!
Oil in focus, gas next, then more energy. Energy stocks determine the fate of the world right now. Lachlann Tierney explains why.
The oil price is just the beginning…
The oil price is just the beginning…
If oil is first. Then next is gas. What’s after that? Energy, and energy raw materials will be the markets focus over the next 3-6 months.
