Despite being an oil superpower, America desperately needs Canadian heavy crude. Now Canada’s cozying up to China instead. Here’s why.
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Asia’s Currencies Flashing Red
These aren’t isolated currency wobbles. They’re stress gauges for global leverage and a referendum on whether the US dollar stays dominant through higher rates, or loses ground through political chaos at the Fed.
China’s capitulation? Part 1 – How Iran and Venezuela could kickstart its demise
In the first of this series, I discuss the linchpins of China’s economy and show how cheap oil plays a crucial role to secure its status as the world’s manufacturing powerhouse. The latest developments in Iran and Venezuela could threaten this.
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.
The Aussie Dollar’s Secret: Why Your Currency Is a Mining Stock in Disguise
The Aussie Dollar’s dance with commodity prices reveals where we stand in the mining cycle—and where we’re headed next.
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.
