Harley Grosser

Last year I formed the view that there were opportunities in oil stocks. A handful of oil producers lagged the oil price as equity investors doubted the sustainability of the rebound. But a number of factors suggest that oil, while the price will of course be volatile, is now well... Show More

Antipodes Partners

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going to wipe out the “old world” (i.e. centralised baseload generated from nuclear and fossil fuels). Whilst we do accept that there will be a transition we... Show More

Ambrose Evans-Pritchard, International Business Editor of the Telegraph says “The US has exported its first shipment of natural gas in a historic move that shifts the balance of power in the global energy market and kicks off a struggle with Russia for market share. Surging US supply over the next... Show More

Intelligent Investor

Why BHP wants to change LNG pricing. They did it with coal and with iron ore. Now the world's largest miner, BHP Billiton, wants to change the way LNG is priced. The head of BHP's marketing division says he favours a system where LNG trades on its own fundamentals rather... Show More

John Robertson

Liquefied Natural Gas (ASX:LNG) is being added to the S&P/ASX 200 this month with the implicit recommendation that it should be bought for the nation's most risk averse investors. The company has three development sites and $50 million in the bank but no sales, profits or even commercial contracts committing... Show More