energy

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...

Imagine investing in the internet in its infancy, or taking a bet on a local buy-now-pay-later darling before it captured the country's attention. Well, Australia...

There are three prices that ultimately matter for the world, explains Andrew Canobi from Franklin Templeton. The price of oil, the value of the US Dollar, and the US...

We are now in the mid-cycle. Morgan Stanley believes investors should be rotating within their equity allocation to be more aligned to the cyclicality of the current...

A fairly lacklustre morning gave way to a bullish afternoon for stocks with the IT sector surging back into vogue at the expense of Energy, the first day of red in...

The ASX was looking promising this morning with futures implying a start to trade up +40 points however that quickly evaporated as the more influential sectors of...

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered...

If you don’t spend your weekends keeping up with tweets from Australia’s energy market boffins - and you’d be forgiven - you could’ve easily missed some significant...

The content of recent media and academic reports so often represents climate as an insurmountable challenge where vested political, financial, and social interests...

It’s become impossible to ignore extreme weather phenomena. In Australia, uncontrollable bushfires, storms and floods destroy people’s homes and possessions far too...

Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning...

Australia is lagging behind other developed nations in the transition to clean energy. As ageing coal fired power plants become uneconomic and begin to shut down, the...

I wrote recently that for all the terrible consequences of the COVID-19 pandemic, it had a major positive effect in ending a long-running economic cycle while kicking...