Shanaka Anslem Perera
Writing about money, tech, AI, science, physics, politics & the messy world we live in. Bitcoin included. Just trying to understand reality a bit better.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 512 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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shanakaanslemperera.substack.comLatest Issues
The Metals Ledger · Issue 01 · America Recorded Five Times the Antimony Oxide Seven Suppliers Reported
America recorded 23,767 tonnes of antimony oxide from seven suppliers reporting 4,715. That gap could inflate the official estimate of American consumption.
From December 2024 to May 2025, American customs counted 23,767 tonnes of antimony...
Who Can Afford to Wait?
What the debt behind AI data centres says about who pays when a project runs late, and on which day
By Shanaka Anslem Perera | 26th October 2026
Shanaka's Oil & Gas Letter - Issue 02 - Brent's $33 Premium Collapsed. East Coast Diesel Stocks Hit a Record Autumn Low.
Spot Brent's lead over December Brent futures fell from $33.26 to $6.43 between 2 and 20 October, and three days later the futures closed at their highest since April. In the same weeks US East Coast stocks of diesel and heating oil fell to...
Geopolitics and World Politics Monthly, Issue 01 - The World Will Not Wait for Washington
The Gulf's Oil Is Moving Again. So Why Is Diesel $6.20?
The President promised no attack on Iran before the midterms. Two days later an attack on Riyadh's airport, blamed on the Iran-backed Houthis, killed at least 13 people, and he said h...
Chain of Custody PRO - The BTC & Crypto Monthly Newsletter, Issue 01 - The Raise Was Not the Bid
Strategy raised $5.41 billion from new shares last quarter and sent 9.5 percent of it straight to bitcoin. Its weekly filings trace where most of the rest went first
Shanaka Anslem Perera | 10th October 2026
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Author of The Ascent Begins | Independent Analyst | The forces shaping money, geopolitics, AI, science, and sovereignty don’t move in silos. They move in symphony. I try to understand the reality a bit better
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