Life Update

Starting a new journey

Earlier this week, my wife gave birth to our first child, Ayla Khan.

As you can imagine, I have my hands full at the moment with daddy duties, and therefore need to take a break from writing. I hope to be back to writing regularly in 3-4 weeks.

In the meantime, I wanted to share some material I’ve read / watched recently that you might find interesting if you have been following my investment ideas.

1/ Energy Delusions: Peak Oil Forecasts.

A great paper critiquing the International Energy Agency (IEA)’s World Energy Outlook (WEO).

https://energyanalytics.org/energy-delusions-peak-oil-forecasts/

2/ Stratechery: DeepSeek FAQ.

Ben Thompson’s most important takeaways regarding the release of new AI models from China.

https://stratechery.com/2025/deepseek-faq/

3/ Uranium & Nuclear Energy Market Insights - Grant Isaac.

Interview with EVP and CFO of Cameco regarding the current uranium market dynamics.

4/ Fueling The Future: Recommendations For Strengthening U.S. Uranium Security.

A great piece by Center For Strategic and International Studies on the supply chain challenges with respect to nuclear fuel.

https://www.csis.org/analysis/fueling-future-recommendations-strengthening-us-uranium-security

5/ China Books.

6/ Gavekal: Prejudice And China

A great research note by Gavekal Research on Western investor misconceptions about China.

https://research.gavekal.com/article/prejudice-and-china/

7/ The Stages Of The Oil Cycle, Historical Oil Charts & Why Energy Could Outperform.

A historical look at oil cycles and what that could mean for the future of the energy trade.

8/ What DeepSeek Means For Markets & The Future of AI | Alex Campell.

Former head of commodities at Bridgewater talks about the market implications of DeepSeek.