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RENEWABLE ENERGY News & Analysis

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
Federal Budget 2023: Does the green hydrogen plan stack up?
Stocks
Federal Budget 2023: Does the green hydrogen plan stack up?
Fortescue is set to benefit from a $2 billion program aimed at supporting green hydrogen projects. But is it enough to make the sector viable in...
Sarah Dowling | 09 May 2023
The future is often a lousy investment: Editor’s note
Stocks
The future is often a lousy investment: Editor’s note
Revolutionaries rarely survive the revolution.
Lewis Jackson | 08 July 2022
Mike Cannon-Brookes takes stake in AGL, plans to derail demerger
Stocks
Mike Cannon-Brookes takes stake in AGL, plans to derail demerger
Now AGL’s largest shareholder, Cannon-Brookes plans to vote against management’s demerger proposal, which Morningstar supports, at the...
Lewis Jackson | 03 May 2022
Russia’s war to spur opportunities in clean energy
Stocks
Russia’s war to spur opportunities in clean energy
Experts say the conflict will fast-track the energy transition and boost the prospects of clean energy producers.
Nicki Bourlioufas | 12 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 Norton | 02 March 2022
AGL bid puts spotlight on wholesale electricity prices: Charts of the week
Stocks
AGL bid puts spotlight on wholesale electricity prices: Charts of the week
Rising prices are key to understanding AGL’s future.
Lewis Jackson | 22 February 2022
AGL worth more than Cannon-Brookes bid: Morningstar
Stocks
AGL worth more than Cannon-Brookes bid: Morningstar
$5 billion bid is unlikely to be the first tilt at the power generator and retailer.
Lewis Jackson | 21 February 2022
“Every unit you can get your hands on”: Politics and protest disrupt global rush for copper
Stocks
“Every unit you can get your hands on”: Politics and protest disrupt global rush for copper
Copper prices hover near all-time highs as miners look for exposure to a metal crucial in renewable energy generation, transmission and storage.
Lewis Jackson | 15 February 2022
Australian miners primed to ride boom in green energy metals
Stocks
Australian miners primed to ride boom in green energy metals
Lithium producers to benefit as the renewable energy transition sees demand for the metal grow 17-fold by 2030.
Nicki Bourlioufas | 08 February 2022