Energy / Resources
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The three myths driving the national energy debate
Andreas Lundberg
September 12, 2017
It’s hard not to shake your head in disbelief at the misinformation and spin being peddled by our politicians around an issue that is dominating domestic political debate: energy policy and prices. In this blog, I’m going to tackle three big myths that some of our leading advocates would have you believe. continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources
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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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WHITEPAPER
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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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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