energy

ASX energy stocks were terrible over the past 12 months, but heightened tensions in the Middle East could provide the catalyst for a rally

This interview with China expert Louis-Vincent Gave explains why…

The looming copper shortage jeopardises our dreams. Where is the activism of aspiration & abundance? For mining: a grand opportunity awaits.

AI's explosive growth is threatening to outpace our current power grid capabilities, sparking a looming energy crisis.

Key Points: • Global electricity demand is expected to continue to rise in the decades ahead, driven by emerging markets trending towards developed market status, the...

This episode's Signal or Noise panel is split on whether this breakout is a false signal or a generational opportunity.

To understand the uranium market, it is important to understand the role uranium plays in the nuclear energy supply chain.

Yancoal often takes the number one spot for dividend yields but its got the fundamentals, operations and cash generation to back its payout.

The firebrand new President ignites his nation's hope for revival, confronting decades of economic decline. Can he deliver?

Woodside + Santos? The big brokers have weighed in on the possible tie-up today, here’s a summary of their respective views.

L1 Capital's Mark Landau takes a value and contrarian approach to the market. These are some of the themes and companies he invests in.

David Buckland and Gary Rollo discusses the recent surge in uranium stocks and take a deep dive into Boss Energy.

Energy transition has broad economic, political, and investment implications

Climate patterns may have more meaning for inflation and investing than you initially expect.

Forager Funds CIO Steve Johnson reveals why this time, the uranium bulls are finally right

This week’s charts begin with futures markets’ take on ECB interest rates

Earnings season lessons, inflation outlook, and why the energy return on investment is such an important metric.

Geologist James Cooper details why the supply of critical minerals will be the Achilles heel in reaching net zero.

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?

Macquarie expects oil prices to remain rangebound between US$70-80 a barrel and shares its preferred picks in the small to mid cap space.