energy

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...

The conflict in Ukraine has added fuel to commodities' fire. In this podcast, Antipodes' Alison Savas and Graham Hay discuss the outlook for the energy and commodities...

We here at Livewire love a chart, as does Topdown Charts' Callum Thomas. In this wire, you'll find his latest, illustrating allocations to ETFs that zero in on oil and...

A side effect of Russia’s invasion of Ukraine has been the jump in oil and gas prices. The result is basically a global Putin carbon tax. Albeit with the proceeds...

Historically, fuel consumption has been on a modest scale, but growing urbanisation has led to rising fuel consumption by households, including wood, coal, coke and...

My beat at Fat Tail Investment Research is looking for beaten-up/out-of-favour ASX 200 stocks and analysing the macroeconomic environment. Having a good grip on macro...

Russia's invasion of Ukraine and the subsequent sanctions have enormously affected energy and broader commodity markets. Emmanuel Datt of Datt Capital explores three...

With financial conditions poised to tighten from current levels, investors can expect poor risk-adjusted returns from equities and volatility in capital markets. So,...

Anthony Kavanagh from Chester Asset Management reckons he’s found a company trading at a discount to book value, with tailwinds in key end markets. If that sounds like...

Environmental, social and governance issues are now well and truly part of the investment mainstream. For BlackRock, a fund manager with about US$9.5 trillion in...