Saying goodbye to coal – not quite?

Coal usage, as a source of energy, could become a thing of the past (almost) thanks to China's goal to cut net carbon emissions by 2026 by cutting coal consumption. Key points: Internationally, there is a strong desire and a...

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Chinese Recovery Impacts Metals

The Chinese economy grew 4.9% during the third quarter. China’s V-shaped recovery is a sign of a rebound in industrial production and base metals. The expansion is lower than market expectations of a 5.2% growth. China's recovery shows a...

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Oil price breakout winners

The trading range for oil (WTI - West Texas Intermediate) since 6th May 2020 is US$ 38 to 42 bbl. On Monday 23rd November 2020 the oil price broke through its recent resistance line to reach $43 bbl, this...

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Vanadium Flow batteries preferred for long energy storage

Is the future of residential energy efficiency in vanadium flow batteries (VFBs)? Vanadium flow batteries are rechargeable batteries that use vanadium ions to store energy instead of say Lithium-ion. Vanadium (V) is a hard, grey transition metal that is found...

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Newmont’s ESG Gold good for mining

The mining industry is shifting its focus - to adopting ESG policy targets on the road to zero emissions mines. Newmont (NYSE: NEM) announced its long-term emissions target on 16 Oct. 2020.  The largest gold miner is aiming for consistency...

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Is Sustainable Investing Phasing Out the Coal Industry?

BHP (BHP:NYSE), an Anglo-Australian oil and gas company, confirmed on Tuesday 18 August 2020 that it will begin scaling back on its thermal coal business and that it will start selling its older oil and gas assets in an...

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Part II – How Big Oil is Trying to Win Back Investors

On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil. The breakeven oil price required to...

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Part I – Global Energy spending to fall $400bn due to coronavirus crisis

According to a recent report published by the IEA (international Energy Agency), global energy investment is set to fall 20% to USD 400bn in 2020, which represents the biggest annual decrease ever to be reported in the industry. Global...

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Consolidating the Gold Market

A new theme has emerged in the gold (Au) market: an increase in mergers and acquisitions (M&A) business activities. The hope is that this may derail growing structural issues inherent to the sector which include the following: The industry is...

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Three Key Trends in Renewables that Make Fossil Fuel Investing Trickier – A Global Outlook

Climate change has long superseded nuclear pollution as the key driver keeping renewable energy on the global agenda. Solar renewable energy has arguably been the greatest beneficiary of the climate change driver and remains the fastest growing source of...

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