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4 December 2024
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The debate on energy and the environment seems dominated by divergent views, from climate change denial to ending fossil fuels now. Here’s an attempt at a more objective take, using the latest science as a guide.
Today, the uranium market is driven by price-inelastic buyers who are motivated almost solely by supply worries - literally by the fear of running out. That could see high prices sustained for a number of years.
A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.
Hundreds of green hydrogen projects show this energy opportunity is finally being taken seriously. While a cost disadvantage and technical challenges need to be overcome, it promises to deliver a path to net zero.
Throughout time, transformative technology has changed the course of human history, but it is easy to be lulled into believing new technology will also transform investment returns. Where's the tipping point?
The gradual switch to electric vehicles is underway, but given the obvious shortcomings of fossil fuels, there are a surprising number of problems electric cars need to overcome. EVs have not yet won the race.
At the moment, oil is the only energy source that can satisfy global demand, but low-carbon power is increasing supply and cost effectiveness. Will the oil price hold up while the fuel is gradually replaced?
With coal, gas and oil, the more we use, the deeper we need to dig and the more expensive energy becomes. Solar and battery power are on a technology curve: the more the world produces, the cheaper it becomes.
Fossil fuel divestment can impact a company’s prospects, and push capital into renewables. Refusing to invest in companies that cause climate change denies their social licence to operate.
The consequences of renewable energy disruption will be strongly felt by the Australian sharemarket with the falling contribution from existing energy and resource companies.
US shale oil producers and the combined alliance of OPEC and Russia need one another to maintain the 'sweet spot' in oil sector dynamics and profitability into the future.
It's a dilemma for fund managers to make divestment decisions on behalf of investors based on philosophical grounds. Does it reflect the investors' beliefs and will it adversely impact returns?
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.
A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.
Most of us don't want to think about death. But there is a compelling reason why we do need to plan ahead, and that's because leaving our loved ones with a mess - financial or otherwise - is not how we want them to remember us.
Why has a succession of inquiries and reports, along with a plethora of academic papers, not led to effective action to improve housing affordability? Because the work has been aimless and unsupported by a national consensus.