Focus is clean sources of energy, enabling technologies and the raw materials that make possible generating, distributing, and storing clean energy. This is one of the strategies discussed in our Energy Transition Investing Course and it includes investments across all buckets (part of subscriber-only content).
Earlier this month I attended the RIU conference in Sydney. Here are my insights from what I saw and the conversations I had: Over 50% of exhibitors were focused on gold, which is rarely shocking for Australia. Aussies love gold and the country is the second largest producer globally, after all. Now in terms of … Continue reading Is the Australian mining sector changing FOR GOOD? Here’s my take
Investment in the energy transition beat another record in 2023, up 17% on the previous year. Renewables and the grid are a fundamental piece of the theme. Here are clues and stock ideas on how you, as an investor, can participate in both: Global investment in the energy transition hit $1.77 trillion in 2023 A … Continue reading The energy transition is winning (and here’s how you can, too, investor)
Nuclear remains deeply controversial. Yet recent geopolitic struggles have reignited the flame sending uranium (and many related stocks, producers and explorers alike) higher. There are many reasons to be bullish:
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
ETF activity is on the rise. Global ETF trading reached $53.8T in 2022, largest on record. With such growth, thematic ETFs that focus on the energy transition are providing more alternatives for investors. Here are 5 leading ETFs for you to consider: Some clarifications: 5 buckets overlaps will always exist list had positive returns for … Continue reading 5 leading ETFs for mining and energy transition investors
Mining Investing Toolkit 