James Allen

The North-South divide threatening European unity

: The North-South divide threating European unity

Trump and the Republican Clean Energy Conundrum

Republican states lead the charge on clean energy, no matter what Trump thinks

The Olympics, hard power, oil wars and the US election

The Olympics is all about soft power, but in the Middle East, hard power still dominates, with scary implications for energy markets and the global inflation narrative.

A bottleneck and a glut, and the asset to own for both

The energy transition is facing numerous bottlenecks, from power grids to key commodities. But you can also have too much of a good thing, and investors can potentially profit from both extremes.

Investors should keep an eye on the global grid spending boom

What links a UK micro cap’s turnaround plan, China’s massive investment plans, and our recent recommendation to our private members?

Why haven’t Labour’s green ambitions sent stocks soaring?

Labour’s pro-green agenda has sent oil and gas stocks stumbling, but green energy stocks are mysteriously flat…

Europe’s power markets: delinked and disjointed

With European power markets increasingly disjointed and increasingly volatile, conditions are ripe for batteries

The man holding back Britain’s green ambitions

Climate change will go on whoever wins the election, and it’s driving political donations too. But it’s not the only thing more powerful than the Prime Minister…

With the election 10 days away, who’s really calling the shots?

As the general election approaches, might it be that whoever we vote for won’t have the final say in the UK policies?

Why AI and nuclear fusion need each other

While nuclear fusion might be the answer to AI’s future energy needs, AI might also be the answer to how scientists eventually crack the code in delivering what some describe as the “holy grail” of clean energy

Why Amazon’s nuclear agreement is transformative

In signing a deal with a nuclear power plant, Amazon can now be seen as a nuclear-powered company. Though it won’t be the last Big Tech firm looking to nuclear to power huge electricity loads from data centres. One day data centres could very well come with their own dedicated, built-in nuclear reactors – with one technology at the forefront.

China is hoarding copper, but why?

China typically uses its stock of copper this time a year but instead it is building stock, all whilst the price of copper surges. So what’s going on?

Getting ahead of the third electrical infrastructure revolution

As well as more clean energy, Britain and the wider world need miles and miles of extra cable to carry it. How will the world meet this need – and is there an opportunity for investors? James Allen tells us more in this guest article.

Will nuclear solve AI, or will AI solve nuclear?

In these pages yesterday my fellow editor Sam Volkering asked whether nuclear might just be the answer to artificial intelligence’s (AI’s) problems.

The unsung hero of COP28

Sometimes the markets just say it best Clean tech and energy investors find much to like from COP28 Nuclear power is perhaps the unsung hero…

Applying the Duck test to the uranium market

What’s happening in the uranium market? A scramble to source supplies Short-term catalysts could be on the horizon As for Nick, he thinks Labour’s net…

Finding middle ground with John Butler

John Butler and I have had our scrapes. After all, John, Southbank Investment Research’s investment director, is something of a sceptic when it comes to clean tech and net zero, while you’d be hard-pressed to find a bigger advocate of green energy than myself.

While Sunak plays politics with energy, investors make money regardless

Now do you believe me? Back in August, when I last wrote in these pages, I put forward the view that Rishi Sunak, heaven forbid,…

The slew of on-the-record quotes tells you all you need to know about Sunak’s oil/gas plans

The reaction to Sunak’s approval of 100 new North Sea oil and gas licences said it all The new licences won’t lower energy bills, decrease…

James Allen reveals: “How you could triple your money from my #1 stock play”

My name is James Allen and I’m here to talk to you about not only the biggest investment opportunity out there today, it’s perhaps the…