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ENERGY SECURITY News & Analysis

Ask the analyst: Why does the Santos story need to end like this?
Stocks
Ask the analyst: Why does the Santos story need to end like this?
Santos’ disappointing returns over the past twenty years are mostly a result of bad timing. The timing of its potential departure from the ASX could...
Joseph Taylor | 24 June 2025
Ask the analyst: Why have markets shunned APA Group?
Stocks
Ask the analyst: Why have markets shunned APA Group?
Australia's premier gas infrastructure firm used to be a market darling, but its shares have taken a severe de-rating in recent years.
Adrian Atkins | 09 January 2025
5 key investment themes for the long term
Markets
5 key investment themes for the long term
Capital Group’s Matt Reynolds sees significant investment opportunities in AI, healthcare, and industrial companies helping with decarbonisation.
James Gruber | 24 May 2023
What to buy if stagflation arrives
Personal Finance
What to buy if stagflation arrives
Commodities have a mixed record as stagflation threatens a return after a 40-year absence. 
John Rekenthaler | 21 April 2022
War may delay progress on emissions cuts, chill interest in sustainable investing
Stocks
War may delay progress on emissions cuts, chill interest in sustainable investing
Even as U.N. panel finds globe is warming fast, oil prices climb.
Leslie P. Norton | 02 March 2022
Are stranded assets an unexploded bomb?
Stocks
Are stranded assets an unexploded bomb?
Many assets will be uneconomic in a low carbon world, but sectors as diverse as commercial property and tobacco may be seriously unprepared for the...
Cherry Reynard | 20 October 2021
Tapping into sustainability and green energy—part 1
Markets
Tapping into sustainability and green energy—part 1
Attitudes are changing— and companies and asset managers alike are seeking to help investors feel good about where they invest—and make money while...
Lex Hall | 31 March 2021
What a Biden presidency could mean for utilities
Markets
What a Biden presidency could mean for utilities
Clean energy plans could be long-term growth opportunities, writes Morningstar equity analyst Charles Fishman.
Charles Fishman | 20 October 2020
Musk was wise to settle with SEC, say analysts
Stocks
Musk was wise to settle with SEC, say analysts
Two days after being charged with fraud by the SEC, Tesla founder Elon Musk settled with the US regulator, relinquishing the chairman's role and...
David Whiston, CFA, CPA, CFE | 02 October 2018
5 megatrends shaping the future of investing
ETFs
5 megatrends shaping the future of investing
iShares' Rob Powell talks to Emma Wall about thematic investing and how megatrends are shaping global economies and stock markets.
Emma Wall | 25 September 2018