energy

Coal plants close from 2028 and power demand rises 50% by 2035. Ben Griffiths says gas is the answer and a drilling boom is coming.

Ares Wealth Management Solutions’ Teiki Benveniste explains why energy infrastructure is a “generational opportunity”.

India’s oil-related problems are leading to an electrification surge, creating new winners in mid‑cap clean energy and EV innovators.

As fossil fuel scarcity meets exponential solar growth, investors must grasp the non-linear shifts driving the energy transition.

Michael discusses geopolitics, capital concentration, AI & more — hear how these forces are reshaping markets and portfolio positioning.

US-Iran escalation puts energy chokepoint risk back on the map. Here are three themes now shaping markets across scenarios.

Forget precious and critical metals; oil and gas stocks could emerge as the true hedge against geopolitical risk in the months to come.

Infrastructure is offering a generational investment opportunity and Ares is making the most of it.

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.