Economics

The global lithium market is experiencing unprecedented levels of volatility, mirroring the characteristics of the element itself, which is famously the most volatile metal on the periodic table.

Australia's ambitious plans to replace gas exports with green hydrogen could be hindered by the immense scale of transmission lines required to establish a thriving renewable export sector, warns the Australian Energy Market Operator.

Investors have witnessed a sharp decline in prices. However, experts suggest that there are reasons for optimism.

Electric vehicle sales have continued their remarkable growth trajectory, exceeding both public expectations and forecasts from professional analysts in the field.

As the financial landscape shifts, understanding when to invest in bonds becomes crucial.

In a recent gathering of prominent figures in the Australian financial landscape, three critical components of the capital chain converged to discuss a pressing issue – the energy transition.

Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses themes for 2023 and possible themes for 2024.

Nicola Powell, the Chief of Research and Economics at property classifieds giant Domain, has admitted that 2023 caught her off guard as the property market defied expectations.

As the federal government unveils its 10-year immigration plan, investors are advised to monitor how the government treats overseas tradies.

In the world of investing, there's a distinction between theoretical exercises and real-world financial stakes.

European carmakers are facing a shortage of vital raw materials for electric vehicle batteries, potentially hindering their efforts to meet ambitious 2030 sales targets.

According to the latest World Economic Outlook (WEO) from the International Monetary Fund (IMF), China and the EU are identified as the weak points in the global economy for 2024, with the US playing a stabilising role.

There are many different ways of making money in the stock market, but at IML the one thing we’ve found most consistently generates winners is significant moments of change.

The central theme driving the energy transition and decarbonisation efforts revolves around the objective of maximising the use of electricity and sourcing this electrical power from renewable and low-carbon origins.

Both financial advisors and investors have said that they don’t like to see companies spending money on ESG. Many see it as window dressing.

King Canute, a legendary English monarch, once attempted to halt the relentless sea, illustrating the futility of opposing unstoppable forces. Similarly, the surge in EV sales, especially battery-powered types, defies attempts to slow it down.

Clean energy stocks are mired in their most severe downturn in years, triggering a multi-billion-dollar erosion of the sector's value and casting a shadow over America's environmental objectives.

According to futures pricing, many in the huge US markets reckon the Federal Reserve will be cutting interest rates from mid 2024 onwards.

Uranium prices have experienced a significant uptick, crossing the $80 per pound threshold, a level not observed in over 15 years. This surge in uranium prices can be attributed to a combination of factors, including a renewed interest in nuclear power and various supply disruptions in the global uranium market.

The global copper market faces uncertainty as doubts arise about the reliability of output from two major Latin American mines in Panama and Peru.

Investors are finding compelling opportunities in an unexpected corner: small-cap value shares.

This report evaluates recent lithium M&A activities and provides a closer examination of lithium development projects. The primary focus is on new projects that RFC Ambrian believes have the potential to become targets for future industry consolidation, either through outright takeovers or third-party entities taking substantial interests in these projects.

With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured. But what if there are other nuances at play, and the market is creating long-term opportunities for savvy investors?

It seems most market participants are now expecting and pricing an interest rate environment that is ‘"higher for longer". If this is the case, what will it mean for real estate?

One forecast that drew attention this week came from Moody’s, which issued a cautionary outlook for the health of the global banking sector in the upcoming year.

Increased government spending on energy and childcare rebates, investment, and defense spending kept the Australian economy afloat in the three months to September, even though economic growth slowed to less than walking pace, growing at just 0.2%.

As we near the end of a volatile macroeconomic year, we look at some of the interesting trends in global real estate and consider what's to come.

The electric vehicle (EV) industry, once riding high on optimism and sky-high valuations, has hit a roadblock as investors and car manufacturers reevaluate their strategies amidst a slowdown in growth. Factors ranging from rising interest rates to evolving EV technology and consumer preferences are being cited as reasons behind the shift in momentum.

Australia, home to the world's largest uranium resource, finds itself at a crossroads as it grapples with the question of whether to be a lifter or a leaner in the global pursuit of decarbonisation and energy security.

Last Monday, despite reaching all-time highs in Asian markets, gold prices finished the week down more than 3.3%, closing at approximately $2,004 an ounce for the Comex front month and $2,020 for the continuous contract close.

It appears to be a case of desperation taking over the infirm, and it's a contender for the "dud deal of 2024" if it materializes. Struggling Paramount, the owner of the Ten Network in Australia, has engaged in talks with the unstable Warner Brothers Discovery (WBD) regarding a potential merger.

As 2023 comes to a close, disinflation appears to be the rule, but not in China, where deflation persists, defying expectations as cost pressures continue to surprise.