energy transition

The next two decades is likely to be a series of "whack a mole" supply squeezes for a variety of reasons

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

EGL is approaching $10m in earnings and a $100m market cap, potentially attracting a new set of investors and institutions.

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?

There are several reasons why Australia's power transmission infrastructure presents a compelling investment opportunity.

Its been 12 months since James Cooper suggested backing uramium stocks. But with the sector surging are we due for a pullback?

Geopolitics and energy shortages underpin the investment thesis for the likes of lithium, nickel, rare earths and copper.

Looking beyond the top 20 stocks can give you more options and liquidity

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

Energy transition has broad economic, political, and investment implications