energy

Geopolitics, underinvestment, and surging demand are reshaping commodity markets - creating both disruption and opportunity for investors.

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term outlook for lithium.

Seneca’s Luke Laretive discusses the worst performing sectors on the ASX and where to invest.

Tribeca's Todd Warren says these commodities have strong growth prospects despite China’s slowdown and trade war fears under Trump.

ASX energy stocks were terrible over the past 12 months, but heightened tensions in the Middle East could provide the catalyst for a rally

This interview with China expert Louis-Vincent Gave explains why…

The looming copper shortage jeopardises our dreams. Where is the activism of aspiration & abundance? For mining: a grand opportunity awaits.

AI's explosive growth is threatening to outpace our current power grid capabilities, sparking a looming energy crisis.

Key Points: • Global electricity demand is expected to continue to rise in the decades ahead, driven by emerging markets trending towards developed market status, the...

This episode's Signal or Noise panel is split on whether this breakout is a false signal or a generational opportunity.

To understand the uranium market, it is important to understand the role uranium plays in the nuclear energy supply chain.

Yancoal often takes the number one spot for dividend yields but its got the fundamentals, operations and cash generation to back its payout.

The firebrand new President ignites his nation's hope for revival, confronting decades of economic decline. Can he deliver?

Woodside + Santos? The big brokers have weighed in on the possible tie-up today, here’s a summary of their respective views.

L1 Capital's Mark Landau takes a value and contrarian approach to the market. These are some of the themes and companies he invests in.

David Buckland and Gary Rollo discusses the recent surge in uranium stocks and take a deep dive into Boss Energy.

Energy transition has broad economic, political, and investment implications

Climate patterns may have more meaning for inflation and investing than you initially expect.

Forager Funds CIO Steve Johnson reveals why this time, the uranium bulls are finally right

This week’s charts begin with futures markets’ take on ECB interest rates