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.
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Beyond the fog of war, big changes are taking shape
Even as there is no resolution with the Iranian conflict yet, signs of big changes are emerging. These relate to the global energy market, diplomatic relations between traditional allies, and how countries will manage their supply chain.
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.
The Great Energy Pivot: Rewriting the Oil Trade [Part II]
Supply chain dominance of critical minerals has been used to push national agendas. What happens if energy is used as the next major coercive tool?
The Cockroaches are Multiplying
Six weeks ago, I asked whether private credit was the new subprime. Things are only looking worse since.
Green Light Still Pending
Markets surged this week on news of a ceasefire in Iran. But a strict reading of the trading model suggests caution, with short-term risks still pointing to potential downside despite strong price action.
