Lithium prices fell sharply from 2023–25, driving EV adoption. Supply constraints have since pushed battery…
Peter and Roger discuss market resilience despite geopolitical tensions and on-going policymaker intervention
China's electricity production since 2000 reveals a structural rise in demand driven by a large,…
Roger Hirst and Steve Crewe discuss equity dispersion strategy
A deep dive into the global debt supercycle, central bank intervention, and why the MOVE…
Why geopolitics is driving the energy transition and why clean energy has outperformed oil stocks…
Matt Finch named as one of the 2026 PAM NextGen Leaders
Stable yields and credit spreads signal healthy liquidity, reducing the risk of a major equity…
