energy

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...

With apologies to George W. Bush^ for the title of our note, sometimes it is easy to underestimate how quickly, ‘slow’ and ‘consistent’ foundational change is...

The last 12 months have been bruising and emotional for many people, including equity investors. 2020 started with markets rising nicely until late February, based on...

In 2000 I was a student at Harvard Business School and got the opportunity to do an internship at a venture capital fund in Beijing. On my first day, I woke up early...

Demand for hydrocarbons is driving a quarter-decade investment opportunity, despite a revolution in electric vehicles and renewables over the longer term, says Lazard...

If there’s one thing to say about this market, it’s that investors appear happy to leave the unloved sectors ¬alone. Take oil, for example. The oil price is currently...

Australian energy policy is a mess. Investors should ignore the arguments. The antagonists are stuck in a perpetual time shift, prosecuting cases from 5-10 years ago,...

The emergence of renewable energy as an asset class in Australia presents an exciting new potential opportunity for income investors seeking high and stable yields in...

Australia’s chief scientist Alan Finkel describes hydrogen as “Australia’s next multibillion dollar export opportunity’’ - and judging from two recent equity raisings...