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Platinum: why now looks like gold’s setup a few years ago
Back in April I wrote about the start of the gold’s and gold miner’s epic rally.
Oct 14
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Asymmetric Edge
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Natural gas: the energy winner in the AI revolution
As artificial intelligence transforms the global economy, a surprising energy winner is emerging from the digital revolution.
Sep 24
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Asymmetric Edge
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The $2.1 trillion industry that moves the world: inside global shipping - part II
The maritime industry — the $2.1T engine of global trade — is transforming fast, driven by decarbonization, digitalization and shifting geopolitics.
Aug 13
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Asymmetric Edge
5
The $2.1 trillion industry that moves the world: inside global shipping - part I
Every time you buy a smartphone, wear a cotton T-shirt or fill up your car with gas, you're touching a product that likely traveled thousands of miles…
Jul 24
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11
China's tech revolution: from copycat to contender
Remember when "Made in China" meant cheap knockoffs?
May 26
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Asymmetric Edge
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How Cybersecurity Became the World’s Fastest-Moving $220B Industry
In today’s hyper-connected world, cybersecurity has become a critical part of keeping businesses and economies running smoothly.
May 21
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Asymmetric Edge
5
Oil & Gas: Digging Deeper Than the Headlines
A Comprehensive Look at the Upstream Market: Size, Trends, and Future Outlook
Apr 29
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Asymmetric Edge
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Gold Rush 2.0: The Best Is Yet To Come
Why the Bull Run is Just Getting Started
Apr 10
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Asymmetric Edge
2
Resurgence of Oil & Gas - the $26 Trillion Investment Opportunity
Why Oil & Gas Remains Indispensable
Apr 2
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Asymmetric Edge
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Fossils vs. renewables in the global energy mix
Progress of the energy transition
Mar 27
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Asymmetric Edge
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