Industry: Energy
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Expert: Joe Wright - Three ways to invest in resources | Airlie Funds Management
The old stock market adage tell us that 'Australia is a land of banks and miners'. But beyond the big 3 miners, there are plenty of interesting companies in the resources sector.12 April
Sponsored by Airlie Funds Management
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Norway is building the world’s largest wind farm – to power oil and gas fields
The world’s largest floating offshore wind farm seems like a great step forward in the world’s effort to ween itself off fossil fuels. Using that wind farm to extract more oil and gas seems counterintuitive.28th Nov, 2023
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An Oil Giant Quietly Ditched the World’s Biggest Carbon Capture Plant
Bloomberg has investigated the Century project and found that the plant never operated at more than a third of its capacity.9th Nov, 2023
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Uncovered: Altech Batteries (ASX: ATC)
Energy storage is one of the biggest challenges of our transition to a net zero electricity grid. These days, there are plenty of options to generate electricity - solar, wind, hydro - but far fewer options to store electricity.
Storage is important because it can change renewable energy from volatile (generate a lot of electricity, cheaply when the sun is shining and the wind is blowing and then nothing at other times) to reliable. Right now, the world can’t move away from coal or gas as providers of baseload power - the always on, always reliable power source - because of the volatility of renewables.
23rd Oct, 2023
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How shoplifting got so bad its ‘organised looting’
Oil prices are causing headaches for central banks this week, UK supermarkets are paying police to do their job, half of 18-29-year-olds are stuck at home, and your car is selling your data at an alarming rate.27 September
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Ronaldo’s $313m contract shows why it’s time to worry about oil
Sascha is joined by AFR journalist James Thomson to talk about this today.11 September
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3 stories from reporting season
It's a returning favourite! It’s earnings season. When all the companies gather their shareholders and tell them what they did for the last three months, what went well, what didn’t go so well, and what’s coming up.7 August
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A Closer Look at Berkshire Hathaway's Bet on "Old" Energy
This article takes a look at Berkshire’s recent action in the energy space. In particular, it looks back on what Warren and Charlie have said about Occidental and about their other big oil investment, Chevron.25th Jul, 2023
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What if America sneezed and no-one cared?
As markets price in divergent trends, can the Federal Reserve cut rates without impacting the rest of the world?30th Jun, 2023
Source: J.P Morgan Asset Management
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Climate Change
The fossil fuel industry owes at least $23.2 trillion in reparations for climate change
Saudi Aramco, ExxonMobil, Shell, BP and Chevron are the companies that owe the most for damages to the climate -
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Uranium and Nuclear Energy: Friend or Foe?
This article from Global X walks through the investment case for nuclear energy, the risks for investors and the potential if more and more countries adopt nuclear as part of its energy mix.5th May, 2023
Sponsored by Global X
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More bank chaos. Is everything really “fine”?
Credit Suisse joined a list of banks teetering on the brink… when do we admit we’ve got a problem. Energy prices are going up, but it could have been worse. New York has just turned an office into an apartment tower, and Thomas still reckons robots are comin for yer jobs. All this and more on this week’s Comedian v Economist.22 March
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Digging into the Global Natural Resources Sector with Terra Capital
Terra Capital is a leading investment manager specialising in natural resources, achieving impressive returns on their diverse portfolio with a disciplined approach, industry expertise, and a focus on renewable energy and sustainable investments. Candice and Felicity are joined by Jeremy Bond and Matthew Langsford in today’s episode.24 February
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Climate Change
BP doubles profits to record $40 billion
As BP announces annnual earnings of $40 billion, there are growing calls for the UKgovernment to boost taxes on companies profiting from the high price of oil and natural gas after Russia's invasion of Ukraine. -
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2023 Market Outlook: A Framework for Optimism
Wilson Asset Management lay out five dominant themes that will drive markets in 2023.7th Feb, 2023
Source: Wilson Asset Management
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The metals of your EV are stuck in a 30-mile traffic jam
The frontline of the transition from fossil fuels to a clean energy economy is not in the Tesla boardroom or an Australian lithium mine.22nd Nov, 2022
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MQG.ASX & PDN.ASX | 2 stocks to add to our order pad!
Candice and Felicity discuss listed companies which have caught their eye lately. Maybe they are companies displaying impressive growth numbers we simply can not ignore, perhaps the business recently reported solid financial figures, are they in an interesting sector with lots of potential, or has the market oversold the shares leading us to the conclusion that now is an ideal time to buy these businesses.18 November
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The case for energy optimism
This article has been written by Alex Turnbull, a Singapore-based fund manager and the son of former Australian Prime Minister Malcolm Turnbull.11th Nov, 2022
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Buy Hold Sell – Woodside Energy (ASX: WDS)
Layton Membrey brings you a Buy. Hold. Sell. Stock analysis and commentary on Woodside Energy (ASX: WDS).4th Nov, 2022
Source: Marcus Today
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Stock Story: Cheniere Energy
Munro Partners give an overview of a stock, they believe will continue to benefit from the decarbonisation of the planet.31st Oct, 2022
Source: Munro Partners
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Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management. Before working at J.P. Morgan Asset Management, he worked in economic research positions in the NZ Government and in the UK Pension industry..13 October
Sponsored by J.P Morgan Asset Management
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Stock Story: NextEra Energy (NYSE: NEE)
Munro Partners give an overview of a stock set to benefit from the structural growth opportunities associated with clean energy.17th Aug, 2022
Source: Munro Partners
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Shifting to clean energy won't be cheap. The amount is astounding
A recent report from Deutsche Bank has shown the scale of investment required to transition the world to a clean-energy economy and end reliance on fossil fuels.15th Aug, 2022