A Reboot of the Golden Age of Gas
In 2011 the International Energy Agency (IEA) posed an intriguing question in a special report on the world energy outlook. At the time oil and gas producers in North America were in the midst of a booming market for shale gas drilling; nuclear power was facing a troubling future, and facilities for liquefying natural gas…
Greenhouse Gas from a Surprising Source
After what seemed an eternity of talk without significant governmental action to combat climate change, the US has passed what some are saying is the biggest climate bill in history. Oddly named, the Inflation Reduction Act commits $740 billion US dollars to target a variety of long-standing concerns – energy production and manufacturing, reducing carbon…
Is This Next Big Thing Ready to Bloom
Investors addicted to high growth potential are constantly on the hunt for whatever researchers and market analysts are dubbing as “the next big thing.” Next Big Thing candidates are generally disruptive, as their business models have the capability to disrupt normally accepted business operations. Financial technology, or FinTech, stocks offered a variety of Next Big…
The Battery Mineral Emerging from Under the Radar
It would appear that auto manufacturers were among the many who underestimated the timing of the EV (electric vehicle) revolution. What else could explain the mad frenzy in the sector as car makers scurry about in a desperate search for adequate supply of the minerals and metals needed to produce the batteries to power their…
Vanadium Energy Storage Batteries for the Long Term
On 28 September of 2016, tornadoes raging through South Australia did enough damage to the electricity transmission grid there to plunge the entire state into darkness, with only offshore Kangaroo Island being spared . When it was over, estimates claimed the blackout cost businesses $360 million dollars. The blackout lasted from four hours to two…
What next for climate change?
With just over 100 days to go until the UN climate summit, we kick off our running blog with a COP26 recap and a look at what’s next. The United Nations’ climate conference COP27 is set to take place in Egypt this November. Lisa Sizeland in Schroders’ global content team has summarised what COP27 is…
What is Happening to “Doctor Copper?”
While copper is not typically the primary metal used in industrial and commercial applications, its status as a “must have” component of a staggering amount of goods produced to propel the economy, the metal has earned the accolade of “Doctor Copper.” Investors around the world view high demand for copper as an indicator of the…
Transport and Logistics Stocks on the ASX
Predictions about when the current supply chain bottlenecks will end range from “who knows” to maybe in a year or so. Somewhere in the midst of this crisis lies opportunity for investors. The COVID 19 Pandemic is credited with creating a “perfect storm” scenario, plunging global supply chains into chaos. However, some industry experts point…
King Coal Lives On
Since the dawn of the industrial revolution, “King” Coal has been powering economic expansion around the world. By 2021 in a world reportedly choking on fossil fuel emissions in the atmosphere, the United Nations sponsored a conference on climate change in Glasgow Scotland. The COP26 conference ended with an agreement signed by many – but…
The Surprising Fall of Gold and the Gold Miners
On 27 June of 2022, many newcomers to share market investing who had heeded the world view that gold provides a safe haven for investors in troubling economic conditions got yet another shock. On that date the third largest gold miner listed on the ASX – Evolution Mining (EVN) – issued a market update lowering…
