Energy company, Origin Energy (ASX:ORG), added value in January, with the stock up 73% from its level a year ago. We see several drivers for the recent outperformance, including: Show More
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In being an energy retailer as well as a gas and oil producer, should Origin be better sheltered by the drop in oil prices? Lower oil prices have sent the share prices of energy companies lower, but what if the company is as diversified as Origin? Part of the business... Show More
At the heart of most cycles (and prices) lie the fundamental laws of supply and demand. Recent months have offered some salutary lessons on the susceptibility of many systems to apparently small changes in this balance. Oil and iron ore prices have reacted savagely to seemingly gradual shifts in the... Show More
Late in 2013 there was a growing wave of commentary regarding the looming gas shortages but are these concerns overstated? According to Envestra CEO, Ian Little, majors like Esso and BHP are sitting on large reserves in Bass Strait and are simply waiting for the market to come to them.... Show More