Dear Overwatch Community,
First and foremost, a massive thank you to each of you.
Thanks to your shares, reads, and engagement over the past 24 hours, our publication has officially cleared a massive milestone: over 1,170 views this month , with an average reading engagement time of 5 minutes and 35 seconds per user.
In a digital landscape built on short attention spans, having an audience that sits down to deeply study long-form resource data and policy analysis is something truly special.
Our latest investigative report, “The Animal Farm Diesel Trap: Sovereign Resource Rents and the 2026 Liquid Fuel Crisis,” is now officially live on the portal.
It uncovers the structural failure of our national critical infrastructure reviews, the 25-day transit illusion of our “offshore” strategic fuel reserves, and the historical policy choices that traded away our refining sovereignty.
Looking Ahead: Help Us Map Chapter 4
As we draw a line in the sand, our next investigation is moving offshore from Port Hedland to deconstruct the Bedout Sub-Basin and the massive Dorado oil field. [1, 2]
With the ongoing global energy crisis driving crude past $106 a barrel, major operators are scrambling to advance their multi-well drilling campaigns.
We are currently mapping out the corporate matrix controlling this 344-million-barrel asset: [1, 2]
Santos Ltd holding an 80% operator stranglehold;
Taiwan’s state-backed CPC Corporation anchoring the long-term export loop;
And junior explorer Carnarvon Energy caught in the middle. [1, 2]
We want to build this next chapter alongside your direct insights.
I would highly value your perspective:
Should Chapter 4 focus strictly on the fiscal transparency and royalty loopholes of the Santos-operated joint venture?
Or should we construct a deep comparative mapping against Norway’s state-owned equity models to show exactly how an Australian Sovereign Wealth Fund could be legally enforced in the Bedout Basin? [1]
Please hit Reply to this email or leave a comment directly on the post to share your thoughts, feedback, or data leads. I read every single message.
Thank you for standing on watch with us.
Best regards,
Graham Bates
Osprey on Overwatch