Australia’s Inflation Problem The critical issue for Australia is that we import roughly 90% of our oil. At the same time, natural gas prices have jumped sharply as fears grow that this conflict could drag on. Qatar has paused LNG production following Iranian drone attacks, cutting near-term supply by almost 20%. Benchmark LNG prices then surged…

When to Take Profits as Crude Rallies Cyclical stocks like oil can be some of the hardest to time, especially when prices are being driven by geopolitical shocks rather than normal supply and demand. When tensions flare, the market can move fast, and trying to pick the exact top or bottom becomes extremely difficult. If we look…

The Undersea Arms Race Is Heating Up Senior U.S. naval officials are starting to sound the alarm over China’s rapidly advancing submarine fleet, and we think this is becoming far more serious than many people realise. This is no longer just about China projecting power across the region. The bigger issue is that these submarines could…

From Battlefield to Oil Chain, Drone Attacks Expand the Conflict Map A British military base at Akrotiri in Cyprus and Saudi Arabia’s Ras Tanura oil hub were both hit in the latest wave of Iranian-linked drone attacks, and to us that is a clear sign the conflict is becoming more focused on the Middle East’s…

Strait of Hormuz Risk Is the Real Oil Story Right Now As many people saw on Saturday morning, the bombing had already begun. The US and Israel said they believed Iran had become an immediate strategic threat, particularly because of its nuclear program and what they described as an imminent security risk. This came after weeks…

Global markets in 2026 feel more fragmented than ever. Inflation has moderated in some regions yet remains sticky in others. Central banks are diverging in policy. Supply chains are no longer purely global, but neither are they fully localized. For investors, this complexity is not a reason to retreat — it is a signal to…

Investing right now feels riskier than ever – messy geopolitics, the AI boom, and power shortages are all piling on. It’s hard to tell straight away what’s actually worth your time and what’s not. You could chuck some cash at online games like Pokies World , or go for assets with real upside. To…