ENERGY TRANSITION News & Analysis

A reader asks whether the tendency of Santos shares to move with oil prices suggests a misunderstanding of its business.

Markets seem overly bearish on this ASX oil and gas heavyweight, which appears to have overlooked secular tailwinds in its favour.

Find out how you can benefit from global megatrends.

The world is entering a higher cost environment which will hit the profits of companies in many sectors. A key beneficiary will be commodities, where...

We update our view on the sustainability of AGL’s competitive advantage.

With electricity bills on the rise across Australia, Morningstar analyst Adrian Atkins highlights three utilities stocks set to ride industry...

$3m super tax; Aussie large cap headwinds; Energy transition issues.

Why Antipodes founder and CIO Jacob Mitchell likes companies involved in the energy transition, but is steering clear of Australian banks.

Capital Group’s Matt Reynolds sees significant investment opportunities in AI, healthcare, and industrial companies helping with decarbonisation.

It was the most-asked-about stock in this week's Ask the Analyst webinar. We unpack AGL's future - and why it's one of our top picks on the ASX.