ELECTRIC VEHICLES

In the world of business, there are ‘price makers’ and ‘price takers’. Companies that have pricing power from strong market positions in good industries, with wide...

The way newly minted billionaire mining investor Tim Goyder puts it, every man and his dog has been in his ear over the past two years saying his 17%-owned Liontown...

I hope you like EV-exposed mining companies, because we've got a veritable smorgasbord on offer here. Our own Glenn Freeman recently spoke with three mining experts to...

Australia is known for its high-quality manufacturing, with homegrown emerging automotive companies driving innovative solutions to a market undergoing significant...

Whether you believe the antics of Elon Musk add to, or detract from, the investment appeal of the electric vehicle space, it’s hard to argue with the science that...

After the storm in Chinese equities last month many global growth portfolios took an uncharacteristic decline, including ours. However, we believe, as outlined in my...

For Formula E motorsport, the 2020-21 racing season was transformational. Seven years after electric single-seaters first raced, Formula E gained the elevated...

As iron ore prices sit at record highs of more than US$200 a tonne, the commodities supercycle is in full swing. While there are threats on the close horizon for iron...

The fight against climate change is characterised by two steps forward and one step back—yet the direction is inevitable, and as the world shifts from a...

Right here, right now - the biggest themes driving markets are electrification and decarbonisation – which are really two sides of the same coin. And with the global...

Lithium-ion battery demand will increase more than ten-fold over the decade to 2029, says Roskill Information Services. This will inevitably lift prices for the...

This also means the Australian miner's initial focus on cobalt is delivering shareholders a "free kick." And additionally, Firefly’s move to set manganese Firebird...

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. There’s a high-flying first mover with...

Today’s macroeconomic settings are increasingly supportive of commodity prices, with the impact of enormous fiscal programs globally and the rising threat of inflation...

Stellar dividends and resilient share prices seem reason enough, but Janus Henderson digs deeper to find the best performing global stocks, explains portfolio manager...

Climate change has rapidly become a key focus for investors and the financial industry at large. More than US$100 billion of sustainable bonds were issued globally in...

While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy...

This week Frazis Capital held its January strategy update. After the firm's long-only international equities fund advanced 108 per cent (after fees) up to December...

In the next decade it will be illegal to purchase a car with a petrol or diesel engine in many countries. Policy like this was unthinkable until recently, but now...

There is a common misconception that a wholesale switch to electric vehicles will radically increase demand for electricity. As we outline in this infographic, it...