Gold & Commodities

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…

2023: The year the “Green Dream” died

2023: an “annus horribilus” for green energy New energy trends are taking hold everywhere The energy sector remains an absolute “must invest” W, you need…

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 Perhaps…

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 Perhaps the markets see…

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 W, you need to see this opportunity.When…

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

Perhaps the markets see something coming?The climate crusaders will tell you that net zero is going to save the planet. But have they done their…

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 Perhaps…