arraduct
Software to Win the Commodity Supercycle
We build for the real economy, moving metal, energy & money for producers from the Permian to the Pamirs
arraductWe build for the real economy, moving metal, energy & money for producers from the Permian to the Pamirs
We are a boutique trading house rooted in software, building for energy & metal producers, advising on regional, financial & tax questions, with equity in businesses we believe in.
Position keeping, logistics tracking, settlement & reconciliation for physical commodities, built to your operation rather than bending some generic ERP.
We replace the spreadsheets & phone calls you really run on for scheduling, logistics, reconciliation with fewer surprises & faster closes.
We create a digital twin of your business capturing assays, weighbridge tickets, contracts, prices: all your operations in a single model you can query, audit & plan against.
We build for energy & metal producers, from pit to port.
Human flourishing demands ever more resource flows. Our work enables the physical infrastructure that powers modern civilization.
We maintain unique tooling & exotic data for CTAs & funds active in bespoke markets, with prices & flows from geographies most never touch.
Inspired by Berkshire, Fairfax, Loews etc., we consider ourselves value investors, cultivating a family of meaningful businesses, sustaining industrial civilization & driving human progress. Our roots lie in software, with experience in factory automation, embedded devices, trading systems, CRMs & ERPs.
A software engineer is an industrial engineer & manager in one, crafting elegant solutions that scale. We work with unfashionable tools built for thinking not typing: Lisp, APL, Prolog. They let a handful of engineers deliver what usually takes a department, producing systems which fit in a single head & last decades, unlike the latest JavaScript framework.
"We grow when our clients grow."
A client who profits from our work stays, expands & refers, so quality at a fair price is simply good business. We get there through radical honesty: naming problems directly to disrupt complacency & bureaucracy.
We affirm life & believe in humanity, in the greatness of human achievement & progress. We reject degrowthers & antinatalists, for today's problems stem from degrowth itself, a lack of energy & material inputs (cf. Henry Adams curve) because prosperity follows energy.
We believe in decarbonization through nuclear energy, rejecting fears of nuclear waste. Today's unprecedented comfort & prosperity rests on foundations that are often unseen: skilled labor, sophisticated industrial supply chains & the technological mastery that has allowed us to harness nature's forces. We recognize & honor these fundamental enablers of modern civilization while working to advance them further.
Curious engineer & investor.
Blog. Janet, K, Go, Racket, Common Lisp
Equestrian & forex trader, managing international risk exposure & operations across multiple markets.
Fullstack developer with solutions in aerospace, finance & tax under his belt. C#, JS, TS, Go
One of the world's experts in Tajik, a journalist, system admin & our man in Central Asia.
Responsible for our internal CRM & tooling, which support everyone's work flows. Go + JS
Passionate Lisper & blogger who built an OS in Brainfuck. Common Lisp, C, Clojure, Guile, Racket
Driving international expansion in Nordic & Central European markets.
Building key strategic relationships in emerging markets.
We operate & build with high agency without waiting for permission. We extract requirements at the pit, weighbridge & back office ourselves. Each of us is a manager of one, owning your problem end to end.
Consultancies profit from slow work, billing by the hour. That's not us. When we find an inefficiency (including our role in your process), we automate it away. By delivering results faster, we win your next engagement so your savings match our incentives.
Engineers with sovereign curiosity, we learn your language: assays & moisture clauses, laycans & quotational periods. We write software that speaks it, shaped with the people using it daily, from the weighbridge clerk to the CFO, delivered continuously, so working systems start helping you within weeks.
Most software assumes a datacenter next door & a weekly maintenance window. We build for mines and pumpjacks: unattended operation, poor connectivity, clean restarts. And because Common Lisp can be inspected & patched while running, fixes ship without stopping your concentrator or wellhead telemetry.
We recognize that life is struggle, from the smallest organisms to our recent ancestors. We aim to justify their toil & sacrifices through meaningful progress, which is why we work for mines, rigs & ports instead of advertisers.
Prosperity follows energy. While labor, innovation & efficiency multiply what energy enables, nothing multiplies zero. We work both sides of the equation, expanding energy & material inputs while making every molecule do more.