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ENERGY TRANSITION News & Analysis

Wealth of Experience Podcast | Season 2, Episode 1
Personal Finance
Wealth of Experience Podcast | Season 2, Episode 1
$3m super tax; Aussie large cap headwinds; Energy transition issues.
James Gruber | 15 June 2023
Where in the world to find value right now
Video
Where in the world to find value right now
Why Antipodes founder and CIO Jacob Mitchell likes companies involved in the energy transition, but is steering clear of Australian banks.
Sarah Dowling | 29 May 2023
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...
James Gruber | 24 May 2023
The big question for investors about the federal budget
Stocks
The big question for investors about the federal budget
Beyond the headline-grabbing surplus and $14.6 billion in cost-of-living relief, the big question for investors is whether the federal budget will or...
Megan Neil | 10 May 2023
We’re in a once-in-a-generation shift in demand for metals
Markets
We’re in a once-in-a-generation shift in demand for metals
The ongoing energy transition will create an outsized demand for several critical metals that the mining industry will more likely be unable to meet.
Yan Barcelo | 22 March 2023
The outlook for mining dividends as M&A activity ramps up
Stocks
The outlook for mining dividends as M&A activity ramps up
M&A activity is heating up among miners looking to capitalise on the energy transition. But that growth, and falling commodity prices will come...
Nicki Bourlioufas | 21 March 2023
Why the link between energy supply and demand is 'broken'
Video
Why the link between energy supply and demand is 'broken'
Lazard Asset Management portfolio manager Philipp Hofflin explains issues that may result from the mismanagement of the energy transition in the...
Nicola Chand | 07 December 2022
Thematic investing: Morningstar explains
Stocks
Thematic investing: Morningstar explains
In this article, we take a look at how thematic investing works according to director of SMSF and investor behaviour at nabtrade Gemma Dale.
Nicola Chand | 26 October 2022
Hydrogen boom: hot air or new wave?
Stocks
Hydrogen boom: hot air or new wave?
Investors seeking to tap into the new renewable energy source have no shortage of options.
Anthony Fensom | 11 January 2022
Early days for Woodside's $7b new energy spend
Stocks
Early days for Woodside's $7b new energy spend
Morningstar remains neutral on Woodside’s announcement of its clean energy investment plan.
Annabelle Dickson | 09 December 2021