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Global Macro
The most concerning chart….in the world
As part of its recent first-quarter Energy Survey, the Dallas branch of the U.S.
Tarric Brooker
20 hours ago
5
Up to date Iran briefing
Terrific briefing here from Drop Site’s Jeremy Scahill.
David Llewellyn-Smith
2 days ago
15
Germany’s energy ‘own goal’ a warning for Australia
Germany once had about 22 GW of nuclear power, producing over 160 TWh annually at a reasonable cost and with no emissions.
Leith van Onselen
2 days ago
5
The economics of American victory in Iran
The Australian press has gloried in the failure of American (or at least Trumpian) policy in the Middle East.
Salvatore Babones
3 days ago
30
Oil prices and inflation to the moon? One chart shows why
Over the last 60 years, the amount of oil required to generate $1,000 worth of GDP output has fallen by approximately 94.2%, from 5.3 barrels per dollar in 1965 to 0.3 barrels in 2024.
Tarric Brooker
9 days ago
3
Hiroshima, Stalingrad and war with Iran – The common thread
When the Germans began their push towards Stalingrad in June 1942, the bombing campaign on the city by the Luftwaffe was a significant element in the strategy to secure the city that bore the name of their enemy’s leader.
Tarric Brooker
10 days ago
5
Trump’s Iran blockade lines up huge blow to China
As much of the world attempts to come to terms with what, by some metrics, is the largest interruption to global oil supplies in history, much of the emphasis from analysts and geopolitical commentators has been on China.
Tarric Brooker
14 days ago
7
President Trump’s ‘Psychological Evaluation’
Throughout human history, the psychology of nation leaders has often been just as pivotal in shaping the outcomes that define the geopolitical landscape as almost any other factor.
Tarric Brooker
16 days ago
9
The negotiations to nowhere deliver nothing
Only 8 weeks ago, when it came to US President Donald Trump, our focus was on Greenland.
Zabriskie Point
18 days ago
35
“NO OIL FOR YOU!”
As the crisis in the Middle East continues and the volume of traffic through the Strait of Hormuz remains a relative trickle, a tangled web of commerce and diplomacy continues to deliver oil from the Persian Gulf to customers throughout the world, overwhelmingly in Asia.
Tarric Brooker
20 days ago
4
We’re all on Trump’s rollercoaster and we can’t get off
On Tuesday night (Australian time), U.S.
Tarric Brooker
21 days ago
12
Iranian propaganda spreads like wildfire on Aussie social media
As the war in the Middle East continues to rage and escalate, propaganda and false claims are proliferating, proving that the first casualty of war is always the truth.
Tarric Brooker
22 days ago
19
Iran war round two: global housing crash
After an Easter weekend of madness (literally), there is little hope of the Strait of Hormuz reopening to material hydrocarbon volumes for another month.
David Llewellyn-Smith
23 days ago
34
A Mad Max world emerges
As the war in the Middle East and throttling of maritime trade through the Strait of Hormuz continue, each passing day brings more news of nations seeking to secure their own domestic energy and food security.
Tarric Brooker
1 month ago
20
Australia’s epic fuel supply failure
Amidst an environment increasingly defined by crisis-driven reality smacking policymakers in the face, the failure of decades of Australian policymakers to prepare a resilient energy security policy is being laid bare.
Tarric Brooker
1 month ago
13
AI is coming for your job
Goldman Sachs analyst Joseph Briggs recently contended that artificial intelligence could potentially automate tasks that account for 25% of all work hours in the US and 6% to 7% of all jobs.
Leith van Onselen
1 month ago
12
Trump’s threat of apocalypse, the clock is ticking
At 10:44AM (Australia Eastern Daylight Time) on Sunday, U.S.
Tarric Brooker
1 month ago
17
Trump’s Gallipoli moment?
When the Gallipoli campaign was first conceived of during the First World War by First Lord of the Admiralty Winston Churchill, it was seen as a bold but viable plan to knock the Ottoman Empire out of the war and allow the Entente to focus its forces more heavily on the Western Front.
Tarric Brooker
1 month ago
28
Who get’s what from the Straits of Hormuz
In a recent interview with the U.K.’s Financial Times, U.S.
Tarric Brooker
1 month ago
13
Idiotic policy has made scumbags of us all
When all is said and done, the RBA can do 3 things this Tuesday It can lift rates It can leave rates alone It can drop them The last is the easiest to dismiss.
Sir Fomo McSpruikerson
2 months ago
17
Next up: Food inflation
Leith van Onselen
2 months ago
13
With AI taking jobs, why do we need immigration?
Proponents of high immigration claim that it is necessary to alleviate purported labour shortages.
Leith van Onselen
2 months ago
17
The huge Iran War misconception
As the war in the Middle East continues to drag on, the Trump Administration is seeking a means by which it can be brought to a swift conclusion.
Tarric Brooker
2 months ago
18
The worst is yet to come
Since the latest round of conflict in the Middle East kicked off on the 28th of February, the cost of a barrel of oil (WTI) has risen by $23.98 compared with the final close of markets prior to the war, representing a rise in oil prices of 35.6%.
Tarric Brooker
2 months ago
3
The bonfire of the rules based international order
President Donald J. Trump oversees Operation Epic Fury at Mar-a-Lago, Palm Beach, FL, Feb. 28, 2026. (White House photo by Daniel Torok) We have become spectators in the demolition of an era.
Ritualised Forms
2 months ago
73
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