Syncretica
Alex TurnbullInvesting, Tech, Dharma and Science
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Subscribers | Read | syncretica.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Missing Model: Why Finance Has No Good Framework for Commodity Procurement Under Geopolitical Risk
There is an enormous gap at the intersection of portfolio theory, commodity procurement, and geopolitical risk. It is a gap that matters — for energy security, for critical minerals strategy, for anyone trying to think clearly about how nat...
Adversarial Dumping from the Gulf
Hindsight is perfect vision and at this point it is quite clear that all those clean marine fuel projects to drive shipping and agriculture using green ammonia would have been a good thing to have around right now. Projects like the Murchis...
Coercing Right Back at the US
Things are very, very bad. What options do other countries have to push this conflict to end quickly? There are two ways to reduce the squeeze in energy markets: getting China to act helpfully in the short term but ultimately getting the Un...
Questions and Predictions
The last two weeks have been maddening watching a slow-motion car wreck in crude and products that seemingly has not broken out from commodity world flows into broader markets. I am fairly engaged on this moment to moment so let me put a fe...
Authors
The writers behind this newsletter.
Energy investor based in Singapore
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