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Samso Insights

Long-form analysis of commodities, markets and themes.

AI Bubble - What is Bubbling?

 LATEST INSIGHT 

What is the AI bubble? Samso separates AI use, AI companies, tech shares and data centre spending, and shows how little of it is listed on the ASX.

15 OCT 2026 · 18 MIN READ

Greenland and the Rare Earth Heaven

SAMSO INSIGHTS

Greenland rare earths after the Tanbreez approval. What was approved, the other deposits, the European Lithium takeover vote and what Conico holds.

12 OCT 2026 · 37 MIN READ

Commodity Prices in 2026, What the Global Forecasters Are Saying

SAMSO INSIGHTS

Commodity prices in 2026 set against what the IEA, OPEC, World Bank, ICSG and others forecast for oil, copper, iron ore, gold, coal and lithium.

8 OCT 2026 · 21 MIN READ

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