Markets

Bowen Flags Ministerial Supply Control Under 1984 Emergency Act
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.
7 min read 4 months ago
Cyclone Narelle Hits Wheatstone, Gorgon as 30M Tonnes of LNG Go Offline
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.
5 min read 4 months ago
China Pours $120 Billion Into Critical Minerals While Australia Watches
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.
10 min read 4 months ago
The One-Man Framework That's Reshaping AI's Power Structure
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.
7 min read 4 months ago
Bitcoin's 14-Month Slide Against Gold May Be Over, Technical Indicators Suggest
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.
6 min read 4 months ago
When Kharg Falls: Oil Shortage Impact on Australian Fuel Prices
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.
8 min read 5 months ago
The $30 Billion Signal: What JPMorgan's LBO Debt Sale Reveals About Appetite and Discount
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.
7 min read 5 months ago
How Hormuz disruption is reshaping Australian household economics
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.
8 min read 5 months ago
Oil Back Above $100 After Iran Conflict Mines Hormuz Strait
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.
8 min read 5 months ago
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