The Middle East is in chaos, yet oil markets are calming. Here’s the Saudi backup plan nobody’s talking about
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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.
Australia is a valley of the clueless: get your money out!
What you don’t know can hurt you. And the opportunities you miss can cost you. But how do you discover what you aren’t even aware of?
WA Fortress: A State that Can Feed, Fuel, and Finance Itself
Western Australia’s isolation was once a liability. Now, with cheap gas, world-class commodities, and food security, it could be its greatest asset
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.
The Company Who Cried Wolf
AI company Anthropic has been on the rooftops shouting about the threats of its upcoming model. Insiders have widely panned the move as a marketing ploy. So where are the risks?
