Samso Insights
Long-form analysis of commodities, markets and themes.
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
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
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
SAMSO INSIGHTS
5 OCT 2026
SAMSO INSIGHTS
15 SEP 2026
"The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints." - Read full disclaimer.
What do you get as a Samso Member?
- New Samso Insights in your inbox, free. Long-form analysis of commodities, markets and themes.
- Research notes on ASX companies. Every note declares whether it was commissioned.
- Conversations with the people running ASX companies, through Coffee with Samso.
- No price targets, no valuations and no buy, sell or hold calls.
- You can leave any time.
​














