energy

Woodside + Santos? The big brokers have weighed in on the possible tie-up today, here’s a summary of their respective views.

L1 Capital's Mark Landau takes a value and contrarian approach to the market. These are some of the themes and companies he invests in.

David Buckland and Gary Rollo discusses the recent surge in uranium stocks and take a deep dive into Boss Energy.

Energy transition has broad economic, political, and investment implications

Climate patterns may have more meaning for inflation and investing than you initially expect.

Forager Funds CIO Steve Johnson reveals why this time, the uranium bulls are finally right

This week’s charts begin with futures markets’ take on ECB interest rates

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

Geologist James Cooper details why the supply of critical minerals will be the Achilles heel in reaching net zero.

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?