James Cooper explains how America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks.
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At 26 cents it was a fever dream, at $18 it was real
Lachlann Tierney’s new thesis for AI and commodities converging. And how Aussie investors are at GROUND ZERO.
Who will replace the US shale boom?
America’s shale oil and gas boom changed the world. But it is over. Who will repeat its success story on home soil? And which companies will emulate the 10x gains?
Dystopia or Opportunity?
If it’s a brave new world… turns out…you need to brave with your investments as well.
Weaponising Energy: What Happens When Buyers Lose Their Leverage
Europe and China are abandoning energy diversification for single-supplier dependence, creating unprecedented vulnerabilities that could reshape global economics and geopolitics.
The PAX SILICA Files: (The Epstein ones are a distraction)…
Markets rolling in one direction, key pieces are lining up for both sides. Enter Pax Silica, and a new set of rules for investors.
