energy transition

Latest news and analysis on energy transition

Equities

3 reasons why we are on the cusp of a commodity super-cycle

The next two decades is likely to be a series of "whack a mole" supply squeezes for a variety of reasons
BHP
ELD
+8
Mark Gardner
MPC Markets
Education

“Net zero” isn’t a Megatrend: It’s a Mega-trap

The “transition to net zero” isn’t happening and “green energy” has long generated red ink. When will the herd finally acknowledge reality?
Chris Leithner
Leithner & Company Ltd
Equities

A small cap performer with mid cap potential

EGL is approaching $10m in earnings and a $100m market cap, potentially attracting a new set of investors and institutions.
Harley Grosser
HD Capital Partners
Investment Theme

Why is sentiment improving in lithium majors?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?
IGO
+6
Kingsley Jones
Jevons Global
Investment Theme

The $30 billion investment opportunity in Australia’s power grid

There are several reasons why Australia's power transmission infrastructure presents a compelling investment opportunity.
Sarah Shaw
4D Infrastructure
Commodities

Does the uranium surge still have legs?

Its been 12 months since James Cooper suggested backing uramium stocks. But with the sector surging are we due for a pullback?
BOE
PDN
+1
James Cooper
Fat Tail Investment Research
Education

A beginner’s guide to battery metals (and 14 ways to invest)

Geopolitics and energy shortages underpin the investment thesis for the likes of lithium, nickel, rare earths and copper.
A1M
+11
Glenn Freeman
Livewire Markets
Equities

This portfolio manager looks outside the ASX 20 for opportunities. Here are 6 of his favourites

Looking beyond the top 20 stocks can give you more options and liquidity
AGL
APA
+3
Kym Sheehan
Livewire Markets
Equities

How to take advantage of the biggest opportunity in decades

The shift to net zero over the next 40 years seems like a mighty long time. But the time to invest is now. And choices abound, including gas
AGL
IGO
MQG
+4
Kym Sheehan
Livewire Markets
Investment Theme

Keeping pace with the energy transition

Energy transition has broad economic, political, and investment implications
T. Rowe Price
T. Rowe Price
Expert Insights

How to get the best and most impactful returns out of this asset class

Doing good and earning good returns are all possible.
David Thornton
Livewire Markets
Expert Insights

Where investors can find enduring value in the energy transition

The world's most important mega-trend is full of opportunities.
David Thornton
Livewire Markets
Equities

The energy transition is changing everything - and these companies are riding the change

Sometimes, it leads to a pause and a shift towards the past. At other times, it calls for innovation.
AKE
+11
Kym Sheehan
Livewire Markets
Livewire Live

Is the energy transition overhyped or underrated?

It's not just about securing renewable energy sources to boost the grid, but also finding the skilled people to build them
Kym Sheehan
Livewire Markets
Commodities

The lithium dilemma: bright horizons or dark clouds ahead?

Lithium market faces supply challenges beyond 2030. Brazil's Araçuaí Pegmatite District emerges as a potential game-changer for investors..
+5
Dylan Kelly
Terra Capital
Education

Earnings season, inflation outlook, and the energy transition

Earnings season lessons, inflation outlook, and why the energy return on investment is such an important metric.
BXB
FMG
Kiryll Prakapenka
Fat Tail Investment Research
Reporting Season

AGL is doing what it said it would do, and the market likes what it sees

When no news is good news for the market
AGL
David Thornton
Livewire Markets
Equities

Recession or not, the bull case for this investment opportunity stands

In this wire, Platinum's Jodie Bannan explains why this massive investment theme can weather whatever economic conditions eventuate.
AGL
+1
Chris Conway
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
Buy Hold Sell

Buy Hold Sell: Why energy stocks are cheaper than they've been in years (and 2 stocks on the rise)

The energy sector has been on a wild ride since 2021, which is set to continue. What happens next and where are the risk and opportunities?
AGL
BPT
+4
Buy Hold Sell
Livewire Markets
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