Category Archives: Newswire

Australians have seen this pattern before

It’s safe to say most investors understand India presents an opportunity. The scope of the opportunity can be a bit vague and nebulous, but the below article by Peter Hartcher in today’s ‘Age’ hits the nail on the head. The clever folks at Deloitte agree. Quoting Ketan Patel, strategist and economic adviser to China’s Xi Jinping… Continue Reading >

ABC ‘greenwash’ world energy report

The International Energy Agency (IEA) has released its latest World Energy Outlook. The WEO2018 report is 660 pages and costs $190. It’s a great read, providing an analysis of what current policy and investment decisions mean for long-term energy trends. It also covers a few ‘what if’ scenarios. Important to you when forming views on… Continue Reading >

Australia leads metallurgical coal exports

The latest ‘Resources and Energy Quarterly’ published by Australia’s Chief Economist highlights Australia’s role as the worlds leading exporter of metallurgical coal. The report also projects India will surpass China as the largest importer of metallurgical coal from Australia by 2020. Neither point is surprising. What is interesting is this line from the below infographic: Metallurgical… Continue Reading >

Coal power plant may shut early… or not.

An article by Matt Chambers in ‘The Australian’ (below) highlights what seems to be a confounding paradox as our leaders strive to deliver long-term reliable, affordable energy policy outcomes. The Story… AGL, the owner of Loy Yang A brown coal power station in Victoria said that depending on ‘the market’, they may close 10 years… Continue Reading >

IPCC warns 12 years to avoid climate tipping point

The International Panel on Climate Change (IPCC) released their latest ‘special report’ this week, calling for ‘urgent’ action. Why so urgent? It turns out that contrary to previous claims, even if every country delivers on their Paris Climate agreement commitments, we won’t actually achieve the goal of limiting temperature rise to 2°C, let alone 1.5°C by 2100.… Continue Reading >

Gas prices to remain high despite planned imports

The below article by Cole Latimer in today’s ‘Age’ highlights the likelihood of gas prices remaining high, with projections of $12.60 per gigajoule next year, up from $3.48 for the March quarter, 2015.   Gas prices have doubled since 2015. If they rise to the projected $12.60 point that’s a 362% increase. Wind and solar targets… Continue Reading >

HIsarna, like HiSmelt not a threat to Mamtor

HIsarna, like HiSmelt not a threat to Mamtor

  HiSmelt, and a related technology known as HIsarna, have made the headlines recently: Tata Steel reveals HIsarna technology to tackle environmental concerns in the steel industry[i] We recently wrote about HiSmelt, noting it wasn’t a direct threat to Matmor development due to the unique value proposition of Matmor; its ability to use lignite instead… Continue Reading >

Does the Victorian government battery subsidy make sense?

Does the Victorian government battery subsidy make sense?

  Great question! The Victorian government has announced a raft of solar power-related subsidies including paying half the cost of an 11kW battery, up to the value of $4838, for households with incomes less than $180,000. But, as Paul Higgins highlights in the below article from The Age, does it make economic sense? Firstly, homeowners have… Continue Reading >

HiSmelt not a threat to Matmor       

HiSmelt not a threat to Matmor       

We’ve noted increased interest in an iron making process known as HiSmelt, which appears to have been recently resurrected in China. Some shareholders have asked us for our thoughts on HiSmelt and how our own Matmor process compares. Comparing technologies can be difficult due to a lack of reliable, sufficiently detailed, publicly available information, so… Continue Reading >

Report Highlights India Opportunity

Report Highlights India Opportunity

A recent report to the Federal Government by Mr Peter N Varghese AO, Chancellor of Queensland University, highlights strategies to help Australian business make the most of opportunities in India through to 2035. Continue Reading >