Energy renewables

If you're wary of stocks after a tough '22, we've gathered a handful of exchange-traded funds that may be worth considering.

In November, Head of ESG and Senior Investment Analyst, Peter Aquilina, travelled through the US to meet with management teams of oil and gas pipeline, regulated...

Energy CapEx — Renewables vs Oil & Gas: This is an interesting chart with respect to commodity markets, energy security, and the energy transition …perhaps some of...

As the world embraces the energy transition, mining and metals companies stand to be major winners. Creating and storing renewable energy requires vast amounts of...

Since the adoption of the Paris Agreement in 2016 to combat rising temperatures, global investments in energy transition have risen steadily, reaching $750 billion in...

Australia’s resources sector is already one of the largest and most advanced in the world. Our well-established mining industry and world-leading mining equipment...

With inflation still the word on everyone’s lips, our podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment....

We complete our sustainability portfolio with defensive exposures in water, waste management, recycling, energy storage, and renewable energy, alongside our...

We’re currently in no man's land, explains Fat Tail Investment Research’s editorial director Greg Canavan. “You’ve got commodity dollars filling up the coffers and...

The passage of the Inflation Reduction Act in the United States will inject US$369 billion into the US clean energy economy, boosting investment in a range of...

Renewables vs Fossils: The relative performance of clean energy vs fossil fuel stocks has featured some wild boom/bust cycles over the past two decades. The current...

Conventional wisdom holds that 'traditional' natural resource investments are a sure, safe bet. And justifiably so: Land, from which natural resources have been...

Every industry faces the challenge of decarbonisation but none more so than the real estate sector. Back in 2019, The Global Status Report for Buildings and...

Among all the concerns about Russian oil and gas, there’s been one unexpected beneficiary. Without any need for consumable fuels, renewable energy looks set for higher...

Investors with patient capital play a crucial role in financing innovative companies and bringing their long-term vision to life. But projects need to line up multiple...

The shift to renewables. We all know it’s coming. To meet net-zero emission targets by 2050, experts predict that we need to hit peak emissions by 2030. In just nine...

If you asked which sector has had the most difficult time over the last decade, it would be hard to look past the energy sector. Every month it seems a new...

Origin’s Frank Calabria answered some pointed questions during a recent sit-down with Allan Gray Australia Equity Fund's Dr. Suhas Nayak, including questions about a...

Decarbonisation is shaping as one of the investment themes of the year, after being a relentless talking point for the majority of the past decade. With fossil fuel...

The announcement that Victoria’s Yallourn power station, a coal-fired plant that currently provides up to 20% of the state’s energy needs, will be closing in 2028,...