Gas fracker Tamboran sees its shares jump after increasing its 2C contingent gas resource to 2 trillion cubic feet at its Beetaloo Basin projects in the Northern Territory.
Energy News: Latest Developments in the Global Power Sector
There are a significant number of listed energy stocks in Australia. They range from multi-billion-dollar companies like Woodside Petroleum Ltd [ASX:WPL], all the way down to tiny explorers with a part interest in one exploration permit. Energy stocks also include coal miners, as thermal coal is a major source of electricity generation. Uranium stocks are also included in the sector. You can break the companies in the sector down into three parts. They can be producers, developers, or explorers. The larger producers cover the whole spectrum. They usually have a portfolio of producing assets, as well as assets in the development stage and exploration targets.
Small Caps: Hidden Clues in the Carnage
The small-cap sector has now underperformed the Top 100 stocks for 22 months! That’s longer than the two previous drawdowns over the last 25 years or so. The macro noise is loud right now. But there is always opportunity in the market, even when so much seems to be working against us…
Why Are Australia’s Petrol Prices So High?
Retail prices are soaring. But why? The answer lies in Australia’s dwindling refining capacity. It turns out we are at the whim of global markets. What does this mean in the long-term? Read on to find out…
Sneak Peek — Why Wait For Recession When There’s Already One To Take Advantage Of?
Today we’re giving you a sneak peek at what paying subscribers of Greg Canavan’s Fat Tail Investment Advisory are reading. Greg’s been bullish on energy stocks since 2020/21. Since that time, they’ve been a real contrarian investment. That is, generally disliked and overlooked by the broader market. While that is still the case, it’s less than it was. Investors are starting to wake up to the fact that traditional energy sources are going to be around for a long time. Read on…
Net Zero gets spaced out
Renewable energy is the path to Net Zero. But it is incredibly space intensive — it requires vast tracts of land to generate, transport and store power. Is there enough?
Australia’s Energy (Not Climate) Emergency
We have a special article for today from our Editorial Director Greg Canavan. You’ve heard a lot both from and about him recently, on the research he’s been conducting around the Net Zero Agenda. For him, it’s an economic and investment debate, not a political or ideological one. And he firmly believes that if we let this transition continue, we’ll only be watching costs rise and our standard of living fall. Read on…
