A year ago, banks were saying they don't want to finance coal mine development any longer.
European countries were closing down coal power plants.
It looked like there was little interest in the commodity going forward.
But now the price of coal is booming.
In October last year a ton of export coal sold for around $90.
Today it sells between $300 and $400!
That's a big change…
... ››› more
By now, you've probably heard of sustainable investing…
Well, at the centre of sustainable investing is climate tech - the ecosystem of technology companies, financiers and providers of “green/clean” energy that do not produce emissions of carbon dioxide or CO2).
And right now an unparalleled wave of innovation is emerging to help solve the most pressing problems associated with decarb... ››› more
Bitcoin (and other cryptos) get a bad rep for their energy consumption.
But did you know bitcoin uses less than half the energy of the banking system and the gold industry?
That's right.
And what's even more encouraging is things are getting greener in the crypto world.
Renewable energy is a growing part of the energy mix for bitcoin. According to the Bitcoin Mining Council, renewables p... ››› more
Right now, there are a couple of big trends playing out in stock markets.
Renewable and sustainable energy is a big thing – (see my SA renewables watch list I wrote about last week).
Internet of things, cryptocurrencies and fintech are also a really hot topic. And so are electric vehicles.
Tesla for instance is worth a trillion dollars – around four t... ››› more
I'm sure you've heard, with a great deal of fanfare from the COP26 conference, that the US, UK, Germany, France and the EU have secured a deal to provide South Africa with R130 billion in climate finance to build more renewable energy - and replace aging Eskom plants.
A recent Moneyweb article - interviewing RMB CEO James Formby - indicates this could branch out to become a R500 billion inject... ››› more
For years the Saudi's and Russia were the world's largest oil producers - with the US being a net importer of oil…
But that's changed overnight.
US oil production increased by 2 million barrels per day since 2018.
The US now produces 12 million barrels of oil per day. Russia trails the US with 10.65 million barrels per day and Saudi Arabia is third in the world, producing 10.2 millio... ››› more
There are two approaches to making money from the markets.
The well-trodden path. The path almost everyone seems to take. The one that grinds out a decent return over the course of a life. Safety first.
If you're patient, if you're willing to wait 30 or 40 years for a meaningful return on your capital… that is the path for you. Go out today, buy an ETF and never look at an individual sha... ››› more
In the year 1900 Africa was the world's most sparsely populated continent.
Today, it boasts a seventh of the world's total population.
While most people have only been pre-occupied with Africa's failure to develop like Western and many eastern countries have done, they've missed what is happening on the continent.
Over 800 million people have been added to Africa's population in the pa... ››› more
I recently wrote an article detailing the unstoppable global trends that have made many people billions of dollars throughout history.
Just to recap, the trends are energy (renewables), technology, war, healthcare and demographics.
I said that these trends have been at the centre of wealth creation since the dawn of time. And as we look towards the future, these trends will continue to gener... ››› more
Throughout history many people have made billions of dollars by spotting and investing in unstoppable, global trends. These trends have been at the centre of wealth creation since the dawn of time. You just have to know what they are, how much is at stake, and what the keys are for investors.
Throughout history many people have made billions of dollars by spotting and investing in unstoppabl... ››› more
Commodities have had it hard over the past few years. But oil managed to stand its ground, until just over a year ago that is.
Since then, the oil price has slid lower and Brent crude oil struggles to trade above $50 a barrel for long periods of time.
So what's going on with the oil price? And is a recovery in sight?
Let's take a closer look…
What’s going on with the oil price?
... ››› more
Eskom's headed for six days of rolling blackouts.
The South African power grid is at the point of a complete crash. And it's not even winter yet…
Luckily there's some light at the tunnel.
Germany's state-controlled development bank, KfW, announced it would lend Eskom R4 billion in the past week. And it promised another R2 billion to another private local power producer.
In short, the... ››› more
For the sixth day in a row, South Africa will endure yet more load shedding.
This morning, Eskom announced that it would be resorting to stage two load shedding as power supplies continue to be under severe pressure.
Let's take a closer look at what's going on…
After four hours of stage one load shedding, Eskom moves to stage two
After kicking off the day at stage one load sheddin... ››› more
Right now, the buzz word in the world of investing is renewable energy. And it's easy to see why: Green investing is BIG money. But what are the best ways to invest in these companies and what's actually available? Today, we look at your options…
Three ways to invest in the green investment trend
To decide which type of renewable energy investment vehicle is right for you, there are two k... ››› more
“The renewable energy industry is well past its training wheel phase,” writes renewable energy investor Tam Hunt. And while there may be many ways to invest in all types of renewables, here in SA these opportunities are very limited. That's why it makes sense to global. And that's where these alternative energy ETFs come in…
What types of alternative energy can you invest in?
When it ... ››› more
Earlier today, it emerged that France is to lend parastatal Eskom €100 million for investing in a solar power station and a wind farm. Today sees the start of a two day visit of French leader Francois Hollande to South Africa. Let's take a closer look at what this means for Eskom...
France is to “lend €100 million to power utility Eskom” to allow it to fund renewable energy projects, rep... ››› more