Energy / Resources
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What factors influence the future of oil?
Roger Montgomery
November 16, 2023
As world oil’s upstream and downstream industries stand at a crossroads, investors globally face the challenge of deciphering innumerable geopolitical and economic signals. These signals will also directly impact inflation rates with implications for central bank interest rate policy. For investors, the outlook for oil holds more than the usual amount of sway. From potential upheavals in the Middle East to colossal mergers in the U.S., here’s a shallow dive into the factors influencing the future of oil. continue…
by Roger Montgomery Posted in Economics, Energy / Resources, Global markets, Market commentary.
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The MG EV that blew up downstream
Roger Montgomery
October 30, 2023
While investors in electric vehicle (EV) themed companies debate long-term forecasts for the price of lithium and the pace of EV adoption, the downstream impacts of that adoption may produce more interesting investment conclusions. It’s a side to the EV story that remains largely ignored by the mainstream investment narrative. continue…
by Roger Montgomery Posted in Energy / Resources, Market commentary.
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The rise of uranium and the opportunity for small cap investors
Michael Gollagher
September 28, 2023
Australian small companies can provide investors with opportunities to tap into global themes that we believe will drive investment returns in the future. One of these is what is the most effective solution for achieving decarbonisation in electricity production. continue…
by Michael Gollagher Posted in Energy / Resources, Market commentary, Stocks We Like.
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Will the copper price hit record highs?
David Buckland
May 11, 2023
Around 75 per cent of the World’s lithium reserves, according to the U.S. Geological Survey, can be found in Latin America (58 per cent in Chile, Bolivia and Argentina) and Australia (17 per cent). Meanwhile, China currently has 80 per cent of the global refining capacity. While not as concentrated, Chile (21 per cent), Australia (11 per cent) and Peru (9 per cent) hold a large share of the global copper reserves at a combined 40 per cent. continue…
by David Buckland Posted in Energy / Resources.
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My top picks in the resources sector
Gary Rollo
January 31, 2023
In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Could Newcrest Mining be ready to bounce?
Sean Sequeira
January 25, 2023
The share price of Australia’s leading gold miner, Newcrest Mining (ASX:NCM), has been somewhat disappointing for the last few years. That could soon change if the recent recovery of gold price continues, recent corporate actions start to bear fruit and if investors start to take note of the company’s significant copper assets. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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Chinese property woes point to more pain for our market
Andreas Lundberg
July 25, 2022
News about the Chinese construction sector keeps getting worse. That’s a major issue for our iron ore miners as Chinese property construction accounts for around one quarter of all seaborn iron ore demand. As our three biggest iron ore producers – BHP, Rio and Fortescue – make up a big chunk of the ASX200, I foresee darker days not just for these companies, but for the performance of the entire bourse. continue…
by Andreas Lundberg Posted in Energy / Resources.
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Mr Bowen, please trigger the ADGSM now!
Andreas Lundberg
June 2, 2022
Australia’s energy crisis is going from bad to worse: gas prices are soaring, and some energy retailers are going to the wall. I call on the new government to immediately trigger the Australian Domestic Gas Security Mechanism (ADGSM) to make LNG exporters sell into the domestic market and cut gas prices to an acceptable level. As I see it, there is no time to wait. continue…
by Andreas Lundberg Posted in Energy / Resources.
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Food and energy prices hurt living standards
David Buckland
May 30, 2022
In last Thursday’s Chanticleer, my friend Tony Boyd made the following stark observation: In Britain, the regulator warned the electricity price cap is likely to rise to GBP2,800 (A$5,000) from October 2022, a staggering increase of GBP1,500 (A$2,700) in 12 months. It is estimated there are about 6.5 million British households in fuel poverty, defined as spending 10 per cent of income on energy. continue…
by David Buckland Posted in Energy / Resources.
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With oil & gas companies paying no tax, is it time to trigger the ADGSM?
Andreas Lundberg
May 26, 2022
For some years, there have been loud complaints that the Federal government has failed to deliver an effective energy policy that provides affordable, reliable and low-emissions electricity. This policy failure has resulted in soaring domestic energy prices. To make matters worse, oil and gas companies are paying close to zero tax. To my mind, it’s time for the new government to trigger the Australian Domestic Gas Security Mechanism. continue…
by Andreas Lundberg Posted in Companies, Energy / Resources.
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