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.
Latest
The Great Energy Pivot: Rewriting the Oil Trade [Part III]
Critical Minerals have been touted for their supply concentration; but rarely is oil put in that category. Yet three countries control almost half of the world’s supply.
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.
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?
