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?
James Cooper’s Mining Memo
Part I: The Great Energy Pivot: How the Rules of Global Oil and Gas Are Being Rewritten
The old energy order is fracturing. Decades of balance between buyers and sellers is unravelling — and the suppliers are winning.
Markets Celebrating Like the War is Over. Except it isn’t.
Markets are rallying — but don’t be fooled. One critical support level suggests the oil crisis has further to run.
Relative Strength, Absolute Conviction: Reading Oil’s Rise Before It Happened
While JPMorgan and the IEA predicted falling oil prices, one contrarian signal quietly pointed to the trade of the year.
From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?
The commodities boom won’t last forever. Here’s why its aftermath could quietly reshape Australia’s industrial landscape for decades
Service Stocks: They Were Telling You That an Oil Spike was Coming
While Oil prices remained weak, I told readers to move on the early-cycle opportunity; service stocks
