energy

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...

‘A good part of the capital which had so lavishly employed in the import trade, they are gradually diverting into that safer and infinitely more productive channel...

The US tax year is ruled off at the end of December. Typically, there is tax loss selling in US stocks in the lead up to the end of the year, followed by a relief to...

If you dream it, ETF issuers can build it. It’s a far cry from the humble days of simple S&P/ASX200 or S&P500 trackers. The Australian ETF market really hit its...

Here's what happened in bitcoin during October 2022. Top Events The largest listed bitcoin miner, Core Scientific (NASDAQ:CORZ), has halted interest payments on its...

Late last year, we wrote about the opportunity some companies had to deploy their capital into investments they know best: their own shares. At the time, some...

Thematic investing is a forward-looking investment approach that seeks to capitalise on megatrends. Thematic investing can focus on short-term, more cyclical themes...

What is the Inflation Reduction Act? On 16 August 2022, President Biden signed the Inflation Reduction Act (IRA) into law having passed through Congress based on the...

In the first half of 2022, there were two main winners that dominated markets around the globe - energy and materials stocks. Resource-reliant investors would have...

Europe is restarting mothballed coal-based power plants because the benchmark electricity price has exceeded 1,000% above its average of the past decade (where...

Politics and energy are inextricably linked. Always have been, always will be. Energy is the cost base of an economy. Cheap energy allows an economy to thrive (and...

When markets crash sharply, as they did earlier this year, it can be a mistake to assume that as soon as the falls peter out, the market will then naturally...

Europe is facing an unprecedented energy crisis and by virtue of being one of Europe’s biggest energy providers, RWE is right in the middle. Winter is coming While...

For the last two centuries, energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise global living...

Energy Prices vs Metal Prices: Energy commodity prices (the index in this chart includes crude oil, natural gas, and other petroleum products) have pulled back from...

Supply chain disruption and soaring energy costs have combined to form a perfect storm of inflation.  "The biggest risk on global growth and asset prices across...

Invest in inflation. It's the only thing going up. — Will Rogers Every day we read about higher costs of food, energy and property via higher interest rates, while...

Back in October 2020, Dr Philipp Hofflin of Lazard Asset Management did what every great Value investor does - He went against the grain of markets. Oil and gas...

At last year’s COP 26 conference, which was itself entirely powered by electricity from nuclear power, governments pledged their commitment to nuclear as a key tool...

Another day, another skyrocketing commodity. In recent months, various commodity-related stocks have taken off, while the S&P GSCI - the index which tracks the global...