The Dark Side of Solar
News and ViewsThe Dark Side of Solar June 06 2025The Dark Side of SolarSolar panels are symbols of the clean-energy revolution. Yet
Portfolio Archive
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Tariffs and Turmoil: Commodities in the Firing Line
News and ViewsTariffs and Turmoil: Commodities in the Firing Line May 22 2025Tariffs and Turmoil: Commodities in the Firing LineTariffs, once dismissed
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Australia’s Sunshine State Goes Dark on Coal
News and ViewsAustralia’s Sunshine State Goes Dark on Coal April 18 2025As Queensland bids farewell to its black-gold past, a surge of
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The Helium Squeeze: A Lighter-Than-Air Crisis
News and ViewsThe Helium Squeeze: A Lighter-Than-Air Crisis March 11 2025The Helium Squeeze: A Lighter-Than-Air CrisisFew commodities combine strategic importance with quirky
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The Quiet Revolution in Industrial Decarbonization
Circular EconomyThe Quiet Revolution in Industrial Decarbonization February 24 2025The Quiet Revolution in Industrial DecarbonizationWhile climate disasters dominate the news, real progress
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The Case for Investing in Africa
Circular EconomyThe Case for Investing in Africa January 15 2025The Case for Investing in Africa’s Sustainable FutureAs an energy transition focussed asset
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How does Delta TC relate to the durability and the carbon intensity of roads?
News and ViewsHow does Delta TC relate to the durability and the carbon intensity of roads? December 24 2024 How does Delta
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How ocean blue carbon solutions might provide a strong defence against global warming
News and ViewsHow ocean blue carbon solutions might provide a strong defence against global warming November 27 2024 I Climate ChangeOften described
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Fireside Chats: the iron ore markets in review
Fireside Chats: the iron ore markets in review October 2021Fireside Chats: the iron ore markets in reviewHigh volatilityTrending higher since late 2018,
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Global Coal Supply
Global Coal Supply December 2023Global coal production: supply outlook in energy transition?Perhaps surprising to many, global coal production likely saw a new