Gold & Commodities

The energy transition’s delusions: past, present and future

The public is questioning net zero Next, they will discover the truth Mark Mills is the best person to explain where net zero goes wrong…

Net zero? It isn’t going to happen…

Net zero is an impossible goal The question is when it’ll fail It’s time to prepare for the inevitable I came to this conclusion while…

Net zero: original sin for the 21st century

Net zero is a new, secular religion Putting on my rational investor’s hat Seeing through the net zero matrix Emotion is the enemy of the…

Sacrificing Australia on the altar of net zero

We’re going to need a lot of copper… and coal? Australia has volunteered to be net zero’s open pit The best way to profit from…

The threat of a non-fungible energy system

Europe’s energy crisis exposed that gas isn’t so fungible after all Electricity might seem fungible, but not in a crisis Renewable energy’s intermittency is only…

The numbers just don’t add up in China

China has enough homes for two Chinas Deflation has begun, and it’s unlikely to be the good sort The energy transition versus the China crash…

When the wind fails, blame nuclear

The carbon offset market revealed as “junk” The oil must flow Nuclear energy is too intermittent for renewable fanatics The politicisation of our energy system…

The man who undermined net zero, literally

A nail in the coffin of renewable energy You can’t just magic up more resources A new solution is needed What if the fatal flaw…

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…

The down under way to profit from net zero

In Friday’s edition of Southbank Insider, which is available to paid subscribers to any one of our publishing company’s newsletters, we pondered which resources investment…

Starvation diet: the recipe for cooking up an energy crisis

It’s easy to undermine the green energy transition with one simple question: why do we cook food? Before I get a bunch of inappropriate emails…

Less than zero

As my colleague Nick Hubble wrote earlier this week, there is a “nuclear revival” in the works in Europe. Elsewhere in the world, the building…

It’s not the carbon that counts, but who counts the carbon

Net zero sceptics love to point out just how small the UK’s contribution to carbon emissions are in a global context. The inference is that…

Why fossil fuel divestment is a fantastic idea… for fossil fuel investors

History is full of things the government tries to ban phase out. But what happens each time they do (try)? An investment opportunity promising outsized…

How to wait for nuclear power’s comeback

Now that the world is having second thoughts about net zero, attention is turning to viable solutions. It’s not like they’ve given up on climate…

Could another energy crisis reignite inflation?

Well, it’s that time of year again. Our now traditional annual energy crisis is already on the way. And so we’re all going to have…

Why energy markets offer the best mispricing opportunities for investors

Prices are the street names of the economy and financial system. They define where you go, how you get around and where you are. Without…

Detour on the Road to Net Zero

It emerged last week that the government is seriously considering imposing price controls on basic foodstuffs. There has been immediate push-back from those who understand…

Net zero’s Tavistock moment

Which sort of transition is more controversial these days? Gender transition or energy transition? Net zero or Tavistock? From unquestionable orthodoxy to favourite opinion column…

Why fossil fuels are the best way to play net zero

With much of the developed world now committed to net zero, the hunt is on for how investors should play the theme. After all, we’re…