Gold & Commodities

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?

Another shot across another bow

Heavily indebted countries have little room for manoeuvre. There have been several recent examples. Those of us who live in heavily indebted democracies like to believe that “the people” remain in charge. But are they – we – really?

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?

The answer to global monetary mayhem

As the Ukraine war tilts in Russia’s favour, the US is becoming ever more aggressive in its use of sanctions, asset seizures and other measures to isolate Russia. Beyond a certain point, these measures could destabilise the international monetary system.

Hydrogen versus nuclear: which will save us from a renewable electricity grid’s impossible demand for copper?

It’s been a busy week for the reader mailbox. Hydrogen, copper, nuclear power and much more featured. Some of you could be newsletter writers…

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.

We’re going to run the great carbon experiment, whether governments like it or not

The international community of bureaucrats, politicians and activists have fallen victim to their own diagnosis of the free market’s failings. They just can’t act in concert to save the planet from climate change.

How cryptocurrencies saved my step-grandfather’s life in 1945

It may seem like cryptocurrencies came out of nowhere. Bitcoin wasn’t there one day… and existed the next. But the truth is that it was in development for decades.

Gold has broken out; silver to follow

The global financial and monetary system is living on leverage and borrowed time. John Butler interviews financial and monetary expert Alasdair Macleod, where they discuss the risks to financial assets and currencies and why gold and silver prices will keep marching higher.

The three-body problem that’ll give oil and gas a new lease on life

Shell argued that investment in renewable energy is falling short of what is needed to reach net zero by 2050. Far short. Because of this, investment in fossil fuels need to increase.

The price of failing to achieve net zero

News stories about net zero failures are coming thick and fast now. I have run out of space on my internet browser to keep them all to hand. It’s a bit embarrassing, really.

UK steps on the gas amid renewables’ headwinds

The Sunak government has announced the latest flinch away from net zero. New gas power plants are to be in the mix after all. But what does this mean for our future energy system?

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.

With pandemic lockdowns being debunked, are climate lockdowns next?

Solutions to existential threats don’t need a cost-benefit analysis… right? The costs of net zero are no longer just assumptions A very different sort of…