Energy / Resources
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How to profit from the boom in batteries
Roger Montgomery
April 8, 2021
According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources
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Which miners stand to benefit from emissions reductions efforts?
Tim Kelley
March 18, 2021
Our friends at UBS recently hosted a conference call with Skarn Associates, a London-based consultancy that develops detailed mining sector ESG analysis on an asset-by-asset basis. continue…
by Tim Kelley Posted in Energy / Resources
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Why the global LNG price is heading north
Andreas Lundberg
January 15, 2021
Over the last couple of months, international LNG prices have been rocketing up. This is bad news for overseas consumers of our LNG exports and domestic consumers of gas, but could be positive for our gas producers and the Federal Budget, due to higher tax collections. The question is, how long will this run last? continue…
by Andreas Lundberg Posted in Energy / Resources
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AGL faces the perfect storm
Andreas Lundberg
August 17, 2020
In what’s been a terrible year for the energy sector, AGL is the latest company to disappoint. Its full-year results included a steep drop in profits and signalled that there’s worse to come next year. While AGL intends to maintain its attractive flow of dividends, I’m not convinced this will be enough to tempt many investors given the negative outlook. continue…
by Andreas Lundberg Posted in Companies, Energy / Resources
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How to profit from a rebound in oil prices
Roger Montgomery
May 13, 2020
After 30 years of investing, I’ve learned that three or four times each decade a market reaches a historic level, either high or low, that investors shouldn’t ignore. Right now, the most obvious opportunity is the historically low oil price. Investors seeking to profit from an oil price recovery have several avenues to consider. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources
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VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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How valuable is Iluka Resources’ MAC royalty?
Joseph Kim
July 12, 2019
One mining company that does not get frequently mentioned despite being in the ASX 100 Index is Iluka Resources (ASX:ILU). The company owns a significant asset known as the “MAC royalty” receiving an extremely lucrative royalty rate on iron ore revenue generated from BHP’s Mining Area C mine. continue…
by Joseph Kim Posted in Companies, Energy / Resources
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Which direction next for east coast gas prices?
Andreas Lundberg
July 8, 2019
Recent reports suggest that Centre Alliance has convinced the Federal government to introduce measures to cut gas prices on the east coast. Given the importance of gas prices to the east coast economy, this is a really important step. The question is: how successful will it be? continue…
by Andreas Lundberg Posted in Energy / Resources
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Domestic vs. international gas prices
Andreas Lundberg
April 12, 2019
I have previously shared my view on Australia’s high energy prices and why investing in new coal producing power is a bad idea. Today, I would like to revisit what has happened in international liquefied natural gas (LNG) markets and compare it to what is happening to domestic gas prices. continue…
by Andreas Lundberg Posted in Energy / Resources
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Who’s worried about oil prices?
Lachlan Mackay
December 4, 2018
The price of oil has slipped to a 2018 low of under $60 per barrel, but what does this really mean for us? As usual, it appears difficult to predict ongoing impacts in the economy, even for the experts. In the US, NPR reported Oil Prices Hit a New Low. Here’s Why That Might Be a Bad Thing, suggesting that a rapid drop in oil prices may be normal, but when combined with the recent stock market decline and trade tensions indicates that the global economy is softening. continue…
by Lachlan Mackay Posted in Editor's Pick, Energy / Resources
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Oil Creeping Back Up
George Hadjia
October 8, 2018
Oil prices, after falling from the highs of over $100 per barrel in 2014, had previously struggled to push above $60 per barrel. That has now changed. With Brent crude at north of $80 per barrel, it is now almost double the price it traded at during mid-2017. This has implications not just for oil producers, but for virtually every company reliant on consuming oil-based products. continue…
by George Hadjia Posted in Energy / Resources
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