oil & gas

Todd breaks down oil and gas, uranium, copper, lithium, rare earths, iron ore, Titanium, coal & the supply chain constraints driving them.

1H25 results delivered few surprises for the ASX giant that's operating on a longer-term strategy.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

The Blackwattle Small-Caps team explores 3 ‘real’ businesses that are primed to benefit from the electrification of Australia.

This week’s charts begin with an examination of the US Strategic Petroleum Reserve

The energy sector has been on a wild ride since 2021, which is set to continue. What happens next and where are the risk and opportunities?

Based on current output we'll need almost 10,000 years’ worth of lithium production condensed into 20-30 years ... Achievable?