AI’s Next Bottleneck is Plumbing
Everyone’s watching chips and power. Almost no one is watching the optical shifts that insiders are scrambling to solve. That’s about to change.
Latest
Major Support Under Siege in US Markets
US markets are sitting on a knife-edge after another sharp sell-off. The risk is that we’re approaching the point where selling overwhelms buyers, and the correction accelerates.
The US-Russia Oil Cartel Is Closer Than You Think
There’s one thing that Russia and the US share in common: oil production dominance. Could this give birth to a powerful energy alliance?
Death of the Petrodollar
Iran is offering Hormuz passage in exchange for yuan settlement. This could be the wedge that splits the world’s financial system in two.
Beyond Iran: The world needs to reconsider the supply chain
The latest conflict in Iran is threatening the global supply chain. This crisis isn’t new – we’ve experienced something similar in the last six years. Yet we only got here because of past bad decisions, repeated over again.
Scary market, rock-solid long-term energy commodities demand
Around 30% of Australia’s oil can be traced back to the Strait of Hormuz. Trump talks about gifts and presents, but the real present is the energy commodities that enable everything.
