Remember: Oil>Gas>Uranium
UAE’s OPEC exit jolts oil, ASX gas is going on a tear, and just quietly, the Iran war sets up uranium as the market’s likely next big energy trade.
An ASX investor’s guide to the Trump-Xi Summit
An ASX investor’s guide to the Trump-Xi Summit
Trump and Xi meet face to face in the coming weeks, while Australia quietly becomes the fulcrum of their cold war for tech and resources.
Advanced Gamblenomics: A brief guide to why the ASX 200 sucks
Advanced Gamblenomics: A brief guide to why the ASX 200 sucks
The historical performance of the S&P500 vs the ASX 200 reveals a big opportunity for Aussie investors. And it starts with what Lachlann Tierney calls “gamblenomics”.
Iran War Winners #2 and #3: Copper and Nickel
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.
