Gold & Commodities

Was this the best F&F of the year?

Cooking was the first energy transition Less efficient energy systems mean a lower standard of living The British Empire was built on a stove This…

Hell has frozen over

Russia’s defeat of Ukraine is changing European thinking There is growing pressure to remilitarise Nuclear rearmament is even on the table It is now late…

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…

Elvira, Queen of the Desert: part two

The “Oil Axis” of Saudi Arabia, Russia and Iran met last week Reports indicate they discussed how to evade US sanctions Did they also discuss…

Elvira, Queen of the Desert: part one

President Putin’s trip to Saudi Arabia and the UAE made headlines Iran also joined in Riyadh Oil and sanctions were on the agenda. But why…

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 *** Sure, net zero has had a…

It’s the metallic dissonance of net zero

The [correct] title of my new book Net zero’s cognitive dissonance implies a reckoning How to claim your copy of Threat Zero today By now,…

How net zero gives the green light to a new slave trade and mass pollution

The climate crusaders will tell you that net zero is going to save the planet. But have they done their homework? Over the past week…

Net zero’s mineral blindness, energy blindness and geopolitical blindness

Nobody did the maths on whether net zero is possible The maths says it’s not possible Prepare for one hell of a commodity shortage Simon…

How net zero threatens the UK and the environment

The man who wrote the book on net zero, literally How the energy transition threatens the environment The extraordinary story of how they hoodwinked us…

Net zero’s impossible problems and obvious solutions according to Doomberg

No energy analyst has been as prescient on net zero as Doomberg Technology won’t save us from our energy transition commitments Nuclear is the only…

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 *** Sure, net zero has…

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…