energy transition

Latest news and analysis on energy transition

Equities

North America a happy hunting ground for Aussie juniors in search of over-looked mining assets

James Bay, Cygnus are the latest to see shares run on North American deals; Silver bulls rage as broker says ‘fill your boots’ with Andean.
ASL
BGL
+5
Barry FitzGerald
Independent Journalist
Equities

Share prices of ASX lithium stocks have run too hard, except this one…

ASX lithium stocks have enjoyed a near-perfect storm of news drivers over the last few weeks, but have they run ahead of fundamentals?
CXO
+16
Carl Capolingua
Livewire Markets
Commodities

Hard-hit lithium juniors get M&A bounce as Rio bid fuels talk of takeovers and supply deficits

Plus, Nimy creating a buzz with copper and gallium hits in remote WA.
+5
Barry FitzGerald
Independent Journalist
Equities

The next 10 years in markets will be driven by this theme (it's not AI)

We take a closer look at a Shocking Prediction that every investor seems to have an opinion on.
Hans Lee
Livewire Markets
Equities

FireFly super-charges Canadian copper hunt as China stimulus fuels optimism

Plus: uranium stocks jump on US Three Mile Island call; Spartan's multi-million-ounce potential; Raiden drills for lithium next to Azure.
BHP
BOE
+5
Barry FitzGerald
Independent Journalist
Macro

5 shocking predictions for 2025 and beyond

Sometimes, investing success comes down to contrarian thinking.
+3
Sara Allen
Livewire Markets
Commodities

The biggest change in mining in 100 years: Miners as Fund Managers

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

Energy gaps? Santos has the solution

The latest Firetrail Equity Edge Podcast has just landed.
STO
Firetrail Investments
Firetrail Investments
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
Commodities

Citi now “doubly bearish” on lithium

Citi is doubling down on its April short trade because the fundamentals for lithium have not improved, and supply cuts are yet to occur.
CXO
IGO
INR
+7
Carl Capolingua
Livewire Markets
Commodities

The ASX Silver Stocks you absolutely must know about

In part two of the series, we investigate the 8 most prospective ASX silver stocks including ARD, ADT, BML, IVR, MMC, SVL, SS1 & USL.
BML
+8
Carl Capolingua
Livewire Markets
Commodities

Mind the squeeze, silver is the new green!

In this Part 1 of a 2 part series, we investigate the demand and supply factors for silver to determine if its price can continue to rise.
+6
Carl Capolingua
Livewire Markets
Equities

Silver on the ASX – everything you need to know (and our #1 micro-cap pick)

Missed lithium? Silver is the forgotten energy transition metal thanks to its use in solar panels.
+18
Luke Laretive
Seneca Financial Solutions
Equities

3 reasons why we are on the cusp of a commodity super-cycle

The next two decades is likely to be a series of "whack a mole" supply squeezes for a variety of reasons
BHP
ELD
+8
Mark Gardner
MPC Markets
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
Equities

A small cap performer with mid cap potential

EGL is approaching $10m in earnings and a $100m market cap, potentially attracting a new set of investors and institutions.
Harley Grosser
HD Capital Partners
Investment Theme

Why is sentiment improving in lithium majors?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?
IGO
+6
Kingsley Jones
Jevons Global
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
Commodities

Does the uranium surge still have legs?

Its been 12 months since James Cooper suggested backing uramium stocks. But with the sector surging are we due for a pullback?
BOE
PDN
+1
James Cooper
Fat Tail Investment Research
Education

A beginner’s guide to battery metals (and 14 ways to invest)

Geopolitics and energy shortages underpin the investment thesis for the likes of lithium, nickel, rare earths and copper.
A1M
+11
Glenn Freeman
Livewire Markets
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