The ferrous complex is in a stark reversal. The driver is a supply-side rationalisation of steel output, but it is vague. Goldman. On the macro policy stance, the Politburo required that macro policy should remain pro-growth, and its intensity should be strengthened at an appropriate time (“持续发力、适时加力”). Policymakers reiterated their pledge for implementing a “more

With integrated, long-term planning and a focus on innovation, Australia’s clean energy targets are widely seen as achievable.

Rystad Energy says the cost of China-made offshore wind turbines has dropped by 50 per cent over the past four years, offering significant potential savings for Australian projects.

Via the always excellent Charlie McElligott at Nomura. From Left-Tail To Risk-Tail… 1). The “Trump Collar” helped to compress then collapse realized Volatility off the most extremely 100%ile levels April / May, as the market reconditioned to his reaction function (selling the call at the highs with emboldened tariff rhetoric, but long the put into

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"Things are changing:" Squadron Energy boss wants prefers a national guide on shared benefits over confusing state choose-your-own-adventure options.

As we know, Australia’s East Coast already has a suite of secretly subsidised coal power stations in NSW, VIC and QLD to go alongside heavily subsidised renewables. The reason for this is that the “duck curve” of renewable energy, which makes power super cheap during the day, then expensive in the evening, does not work

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