energy transition

The world's most important mega-trend is full of opportunities.

Sometimes, it leads to a pause and a shift towards the past. At other times, it calls for innovation.

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

Lithium market faces supply challenges beyond 2030. Brazil's Araçuaí Pegmatite District emerges as a potential game-changer for investors..

Earnings season lessons, inflation outlook, and why the energy return on investment is such an important metric.

When no news is good news for the market

In this wire, Platinum's Jodie Bannan explains why this massive investment theme can weather whatever economic conditions eventuate.

And investors are ready to pull the trigger...

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?

Munro Partners focuses on investing in companies it sees as growing faster than the market expects. This is the theme they're hunting in now