oil & gas

Latest news and analysis on oil & gas

Macro

September 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
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
Macro

Dwindling oil reserves, India’s economy, and Jackson Hole

This week’s charts begin with an examination of the US Strategic Petroleum Reserve
Macrobond Financial
Macrobond Financial
Buy Hold Sell

Buy Hold Sell: Why energy stocks are cheaper than they've been in years (and 2 stocks on the rise)

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?
AGL
BPT
+4
Buy Hold Sell
Livewire Markets
Commodities

Lack of critical metals set to derail the green energy transition

Based on current output we'll need almost 10,000 years’ worth of lithium production condensed into 20-30 years ... Achievable?
+3
James Cooper
Fat Tail Investment Research

The current state of energy markets

OSH
STO
Alphinity Investment Management
Alphinity Investment Management

An integrated approach to responsible investing

Paul Hennessy
Capital Group

TECHNICALS – RESOURCES / OIL SECTORS ON THE MOVE

Angela Mangan
Angela Mangan
QMG Pty Ltd

What happens to commodities when rates go up?

Livewire News
Livewire News
Livewire

Merrill Lynch: Own the beneficiaries of disinflation

Livewire News
Livewire News
Livewire

Could the oil market be in for a quick rebound?

Livewire News
Livewire News
Livewire
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