decarbonisation

Latest news and analysis on decarbonisation

Equities

Beament eyes Develop re-rate and sale on back of imminent cashflow ramp-up

Copper’s strong run in face of trade wars piques investor interest in stocks such as Develop, discovery runaway AusQuest, Coda and Noronex.
AQDN
+5
Barry FitzGerald
Independent Journalist
Equities

A defensive stock riding two megatrends: AI and decarbonisation

Southern Cross Electrical Engineering says its data centre turnover has increased more than five-fold over the past three years.
Kerry Sun
Livewire Markets
Education

Plugging into Schneider Electric: powering your life without you noticing!

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Equities

Uranium prices will rise again: Remain “tactically bullish” – Citi

After a promising start to 2024, the uranium melt-up hasn’t materialsed. Major broker Citi reassures investors there’s still more to come.
BOE
+6
Carl Capolingua
Livewire Markets
Equities

CEO interview: Inside Fortescue's transformation

Can you be part of the problem and the solution? Fortescue's CEO believes so, with the company ramping up its decarbonisation efforts.
FMG
Carl Capolingua
Livewire Markets
Commodities

EU carbon price at €400 by 2040?

Analysts forecast EU carbon price could skyrocket to €400 by 2040 if 90% climate goal implemented.
Alice Shen
VanEck
Commodities

Does the uranium bull market have more legs to run?

In a matter of weeks, uranium prices have pushed to 16-year highs. But does the rally have more legs to run? Or is the best behind us?
PDN
Kerry Sun
Livewire Markets
Investment Theme

Citi: Forget lithium, copper is THE bullish energy transition trade

And investors are ready to pull the trigger...
David Thornton
Livewire Markets
Equities

The forgotten factor in selecting companies for this big investment theme

When it comes to analysing a company’s impact on the environment, it is important to look below the surface. Take Air Liquide, a global leader in industrial gases,...
+2
Justin Gray
Firetrail Investments
Investment Theme

This investment theme is broken, with US$34 trillion on the line

According to new research out of Boston College and Yale University, sustainable investing in its current form is broken.
David Thornton
Livewire Markets
Commodities

The copper, uranium, lithium outlook and 7 stocks to watch

Nuances in supply-demand dynamics, pricing and some complexities were addressed in this webinar hosted by Market Matters' James Gerrish
A1M
BHP
BOE
+4
Glenn Freeman
Livewire Markets
Expert Insights

Why the time is now for investing in this theme and three stocks to get on board

The energy crisis was a catalyst in many ways for energy investing so what do investors need to keep in mind?
Sara Allen
Livewire Markets
Expert Insights

The $50 trillion opportunity Munro is chasing

Munro Partners focuses on investing in companies it sees as growing faster than the market expects. This is the theme they're hunting in now
+2
Chris Conway
Livewire Markets
Investment Theme

Why Global X is betting on this trillion dollar investing megatrend

Decarbonisation is one of the biggest trends of our time and Global X ETFs has exposure in over a fifth of its products. Here's why.
Sara Allen
Livewire Markets
Expert Insights

Why Charlie Munger might be drawn to these four industries

James Tsinidis from Munro Partners discusses the power of incentives and some industries that will benefit from ongoing investment.
Chris Conway
Livewire Markets
Macro

What might net zero look like for Australia

A landmark report by Net Zero Australia has modelled what Australia’s pathway to net zero by 2050 might look like. It outlines what we as a nation will need to do to...
Amanda MacDonald
LGT Crestone
Investment Theme

You only get one Tesla: Taking a punt on Rare Earths and the mighty Dreadnought Resources

The Tesla Investor Day announcement of rare earth free motors put the Panic Pigeons in control of the local bourse rare earth herd of cats.
Kingsley Jones
Jevons Global
Funds

The surprising trends in new ETF listings

The 41 new listings on the ASX and CBOE provide an insight into investor trends and interests.
+1
Sara Allen
Livewire Markets
Equities

Four listed leaders for the biggest global megatrends

Some of the biggest generational themes are in play right now and those companies with a creative approach will dominate the future.
LGI
+1
Sara Allen
Livewire Markets
Investment Theme

Net zero isn't "woke capitalism". It is capitalism

And also the best investment opportunity of our generation
David Thornton
Livewire Markets
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