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Avid Commentator Report

Avid Commentator

Economics, Finance and Geopolitics

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Substack
PricingFreemiumPublishesWeekly
Issues164Founded4 years agoLast Issue5 days ago
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Latest Issues

The Great Fuel & Oil Inventory Burn To Save The World

As the war in the Persian Gulf continues to throttle traffic through the Strait of Hormuz down to a relative trickle versus pre-war levels, it’s striking how oil prices have not risen more strongly despite somewhere around 13 million barrel...

5 days ago
3

The World Of $286 A Barrel Oil

The reality of physical oil markets

In recent days a mood of calm has descended on markets, with the S&P 500 recently trading at record highs and oil back under $90 a barrel.

a month ago
3
Paid

The Most Important Chart In Australia

As the lack of granular transparency surrounding Australia’s future fuel supplies continues, the public have been left relying on the commentary of the Albanese government, most notably that of Energy Minister Chris Bowen and Prime Minister...

a month ago
14
2

China and the war in Iran - The Oil Factor

As most of the world attempts to come to grips with the new reality of the largest interruption to global oil supplies in history, much of the focus has been placed on China, which is on paper the largest recipient of flows of oil through t...

2 months ago
5

Australian Stagflation Risks Rocket

Over on my YouTube channel, Martin North and I recently did a full length deep dive on Australia’s fuel supplies and the state of the economy pre-war, that can be found here.


Yesterday morning, the latest ANZ-Roy Morgan consumer con...

2 months ago
9
2

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  • Avid Commentator

    Aussie journalist, commentator and analyst. Contributor for Newscorp. My opinions are entirely my own and not necessarily representative of my employers.

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