Markets
News
Bowen Flags Ministerial Supply Control Under 1984 Emergency Act
The Minister for Climate Change and Energy has signalled that the Commonwealth is prepared to underwrite private fuel imports as Hormuz disruptions persist.
News
Cyclone Narelle Hits Wheatstone, Gorgon as 30M Tonnes of LNG Go Offline
Chevron and Woodside Energy shut down major North West Shelf facilities as Category 4 system disrupts 8% of global gas supply.
Markets
China Pours $120 Billion Into Critical Minerals While Australia Watches
A new report shows China deployed $168 billion AUD into global mining since 2023. Australia is still digging holes and wondering why the value chain moved.
AI
The One-Man Framework That's Reshaping AI's Power Structure
OpenClaw's rise suggests foundation models are becoming commodities. The antitrust implications are significant.
Crypto
Bitcoin's 14-Month Slide Against Gold May Be Over, Technical Indicators Suggest
The BTC/gold ratio has dropped 81% since early 2025. Multiple momentum indicators are flashing the same signals that preceded previous 280-700% rallies.
Markets
When Kharg Falls: Oil Shortage Impact on Australian Fuel Prices
An unprecedented supply disruption in the Persian Gulf is pushing Brent crude above $92 a barrel. Australian petrol prices are rising, and ASX energy stocks face a choice between windfall earnings and long-term portfolio risk.
Markets
The $30 Billion Signal: What JPMorgan's LBO Debt Sale Reveals About Appetite and Discount
JPMorgan's placement of $30B in leveraged buyout debt suggests institutional investors are hunting for yield at prices that reward patience — and that deal flow is normalising after a quiet 2025.
Markets
How Hormuz disruption is reshaping Australian household economics
Oil prices above $100 per barrel are flowing through to mortgage payments and energy bills faster than most households realise. What happened in 1973 is happening again, just with a different cast.
Markets
Oil Back Above $100 After Iran Conflict Mines Hormuz Strait
The ACCC has called an emergency meeting with fuel suppliers as crude prices surge 9 per cent. For Australian motorists and the RBA, the timing is brutal.