Energy / Resources

Gas-rich Australia is facing a looming energy shortage

Ben MacNevin

March 13, 2017
How has it come to this? The Australian Energy Market Operator has just released its 2017 Gas Statement of Opportunities. It makes sobering reading, with warnings of a looming gas or electricity shortfall in eastern Australia. The nation is demanding solutions, but how long will it take, we wonder, for political debate to turn into action? continue…

by Ben MacNevin Posted in Energy / Resources

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Why our oil refineries are shutting down

Lisa Fedorenko

February 21, 2017
Back in the 1960s, manufacturing contributed 25% to Australia’s GDP. Today, this figure has dropped below 9%, largely due to an inability to compete on cost. A similar story has been playing out in our oil refining industry, where we have seen refinery after refinery shutting down. This has led us to ask: does our oil refining industry have a future and, if so, what does that future look like? continue…

by Lisa Fedorenko Posted in Energy / Resources

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Should you invest more in resources?

Tim Kelley

December 13, 2016
Resource stocks have enjoyed a stellar year. Anyone who invested in the sector at the start of the year is enjoying bumper returns, while those who did not are lagging badly. It begs the question: should you invest more heavily in resources stocks? Our short answer is “no”. And here’s why. continue…

by Tim Kelley Posted in Energy / Resources

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U.S. railcar makers continue to backtrack

George Hadjia

December 6, 2016
The recent U.S. shale-oil boom was a boon for U.S. railcar manufacturers. But their fortunes have gone into reverse, due to a drop in oil prices, cuts to shale-oil production, and an ever-greater percentage of oil now travelling by pipeline. continue…

by George Hadjia Posted in Energy / Resources

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The bellwether resource service stock

David Buckland

November 28, 2016
Monodelphous Group Limited (ASX: MND) is the bellwether company for the Australian resource service sector. After seeing the MND share price decline 80 per cent from $28.50 to $5.50 in the three years to early-2016, it has more than doubled this year, indicating investors appetite to switch into cyclical stocks as the expectation for resource projects proceeding has increased with the recovery in commodity prices. continue…

by David Buckland Posted in Energy / Resources

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Is investing in resources stocks worth the heartache?

Stuart Jackson

November 17, 2016
If you’re an investor in resources companies, you know it’s a bumpy, rollercoaster ride, with periods of glee interspersed with periods of gloom. But is all that volatility worth it? Or are investors better off in the long term investing in the broader market? We did some research, and the results are worth reading. continue…

by Stuart Jackson Posted in Energy / Resources

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Despite massive reserves, Australia may need to import natural gas

Ben MacNevin

November 15, 2016
Three years ago, AGL Energy warned of the dramatic imbalance between Australia’s LNG export commitments and inadequate domestic supply. Today, AGL is assessing the merits of building a gas import facility. That’s right. Australia, with some of the world’s largest natural gas reserves, may soon need to import gas for domestic consumption. How has it come to this? continue…

by Ben MacNevin Posted in Energy / Resources

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High Returns? No(r)way!

Christopher Demasi

October 26, 2016
We believe that markets are likely to offer relatively low returns to investors over the coming decades. And judging by the recommendations of a recent report in Norway, it seems one of the world’s largest investors agrees. continue…

by Christopher Demasi Posted in Editor's Pick, Energy / Resources, Global markets

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Is Mr Market right about the iron ore price?

Andrew Macken

October 5, 2016
What a difference a year makes! Back in January, the iron ore spot price was languishing at US$42 per dry metric tonne. Today it’s around US$55. And the rising price has flowed straight to the bottom line – and share price – of producers like Fortescue (ASX: FMG). The question is: are these elevated share prices justified? continue…

by Andrew Macken Posted in Editor's Pick, Energy / Resources
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iron ore

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Going up! The rise and rise of Australia’s gas prices

Ben MacNevin

September 16, 2016
The laws of supply and demand would suggest that Australians, sitting on bountiful gas reserves, should be enjoying cheap gas prices. But that’s not the case. continue…

by Ben MacNevin Posted in Energy / Resources
Tagged
ACCC, gas

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ACCC, gas