renewable energy

Latest news and analysis on renewable energy

Commodities

Copper M&A set to get hotter as industry players look for more exposure ahead of supply deficits

Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.
BHP
HCH
+4
Barry FitzGerald
Independent Journalist
Equities

Graphite stocks shaken from their slumber as US slaps huge impost on Chinese imports

It’s great news for Syrah and a big boost for Kingsland, owner of Australia’s biggest graphite resource; Brinsden buoys lithium followers.
+2
Barry FitzGerald
Independent Journalist
Commodities

Investors betting lithium has bottomed but recovery expected to be slow

Patriot among the winners. And now the Brinsden-led company appears to have a new ace up its sleeve in the form of another critical metal.
IGO
+1
Barry FitzGerald
Independent Journalist
Investment Theme
Sponsored

A first mover opportunity in this long term structural growth theme

Investors are only beginning to understand the opportunity in battery technology and energy storage.
Australian Ethical Investment
Australian Ethical
The Rules of Investing

Australia has all the ingredients to become a superpower in this space

We really are the lucky country and our opportunity in new energy creation is real and happening now.
The Rules of Investing
Livewire Markets
Macro

Long term trends still rule

It has been a good first half of the year for investors, but I am not sure if it will continue to be.
Chris Iggo
AXA Investment Managers
Equities

Latest lithium views from 3 major brokers: Price forecasts & ASX lithium stock picks

Three major brokers update on the latest lithium market trends, including price forecasts, plus – which if any ASX lithium stocks are a buy?
CXO
IGO
+6
Carl Capolingua
Livewire Markets
Education

Investors, prepare: Australia will abandon its emissions targets

Its power transition is fading, its energy transition is fiction, net zero is fantasy – and politicians’ transition to reality has begun.
Chris Leithner
Leithner & Company Ltd
Equities

Investing in lithium is hard

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

“Net zero” isn’t a Megatrend: It’s a Mega-trap

The “transition to net zero” isn’t happening and “green energy” has long generated red ink. When will the herd finally acknowledge reality?
Chris Leithner
Leithner & Company Ltd
Asset Allocation

Renewable energy, batteries, childcare, NDIS & private equity | Cameron Brownjohn

Murdoch speaks with Cameron Brownjohn the CEO at Federation Asset Management about investing in mid-tier Australian private equity.
Murdoch Gatti
York Wealth Management
Investment Theme

The $30 billion investment opportunity in Australia’s power grid

There are several reasons why Australia's power transmission infrastructure presents a compelling investment opportunity.
Sarah Shaw
4D Infrastructure
Equities

Martin Conlon: The great Origin Energy debate and what it means for Australia's future

It's not bright, in case you were wondering...
AGL
AWC
BHP
+9
Ally Selby
Livewire Markets
Equities

Renewable energy stocks: changing winds?

Decarbonisation is one of the most important challenges of our time but it also ranks among the most difficult themes in which to invest
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

An undervalued small cap growth story

Environmental Group (EGL) is exposed to several secular growth markets and is run by a management team that has done it before.
Harley Grosser
HD Capital Partners
Commodities

The five best charts from the IEA’s World Energy Outlook 2023

The International Energy Agency says global oil, gas and coal demand is set to peak by 2030.
Kerry Sun
Livewire Markets
Investment Theme

What's the next big play in the energy sector?

Understanding all of the available energy options, including uranium, is essential to designing a balanced and future-ready portfolio.
BHP
PDN
Kai Chen
MPC Markets
Equities

Filling up the glass: Orora's acquisition of Saverglass

Orora is not exactly shy about pursuing acquisitions. But will this one sit well with shareholders?
AMC
ORA
Kym Sheehan
Livewire Markets
Equities

“In conversation with Elizabeth Gaines” Non-Executive Director, Global Ambassador & former CEO of FMG

The latest episode of Euroz Hartleys' Finding the Front explores Elizabeth Gaines' background, career and insights.
FMG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Investment Theme

Where are the lithium bulls now?

The commodity price has dipped 40% since last November but Argonaut's David Franklyn isn't dumping ASX lithium stocks just yet.
AKE
+1
Glenn Freeman
Livewire Markets
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