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📊 S&P/ASX 200 Energy Index Analysis 📉 The ASX 200 Energy Index ($XEJ) has been under pressure, hovering near the key support levels at 8,703 and 8,348.7. Despite today’s rebound, the RSI remains below 50, suggesting caution in this zone. With pivotal resistance levels at 9,014 and 9,194.7, a break above these could indicate bullish momentum. But if we lose support, we may see the index testing lower levels at S2 (8,488.2) or even S3 (7,205.2). Are we setting up for a recovery or bracing for more downside? 📉 Keep an eye on this one! Click here to subscribe for free 7-day access to our daily market insights and analysis: https://lnkd.in/gxhra7gd #ASX #EnergyStocks #MarketAnalysis #TechnicalAnalysis #KapitalesResearch #StockMarket #Trading #Investing #Equities #AustraliaFinance

🌟 Silver: The Shining Investment of 2024 🌟 Silver has seen its ups and downs, but one thing is clear – it's on the rise 📈. Industrial demand, supply chain disruptions, and inflation have all pushed prices higher over the past few years. And now, with renewable energy on the rise, silver is more crucial than ever! ⚡ In 2024, silver has seen impressive growth, and experts say this trend is here to stay through 2025. 💰 Looking to diversify your portfolio? Silver offers potential price gains and a hedge against market uncertainty. Learn more here: https://lnkd.in/e4ZthVCu #Silver #Investing #PreciousMetals #RenewableEnergy #PortfolioDiversification #MarketTrends

Natural gas is powering the future of energy, offering a smart, sustainable choice for investors looking to grow. 🔥 📈   Tap into this powerful resource and take your portfolio to the next level.🚀   Trade with Exclusive Markets and secure your stake in the energy of tomorrow!🌍   Risk Warning: Trading involves risk.   #ExclusiveMarkets #TradeTheMarkets #Trading #Investment #NaturalGas #SustainableInvesting #InvestSmart #EnergyMarkets 

Underinvesting in the energy sector comes with hidden risks. From oil wells running dry to power grid inefficiencies, neglecting reinvestment can lead to declining revenues and lost opportunities. Unlike assets like gold, which don't generate value, I prefer investments that produce goods and services while holding competitive advantages. What’s your take on energy sector investments? Let’s discuss.

Energy stocks are unique due to their sensitivity to volatile commodity prices, offering potential for high returns but also risks. They often provide attractive dividend yields, making them appealing for income-focused investors. Additionally, the sector's significant economic impact and ongoing transition towards renewable energy present both challenges and opportunities for growth. Investors in energy stocks must navigate these dynamics while benefiting from potential tax advantages associated with certain energy investments. #energystocks #commodityprices #highreturns #dividendyield #incomeinvesting #renewableenergy #economicimpact #taxadvantages

Sun, wave, wind, tide. Copper, lithium, nickel, cobalt. Neodymium, praseodymium, dysprosium and terbium Do you want to know something ridiculous? We have everything we need to build the future we want. What we don’t have is a universal approach to the governance needed for macro-stewardship and a universal view of transition risks. Risk data, and cross sectoral risk data sharing, is key. Highlighting the cost of inaction is fundamental. This requires data. Pragmatic governance will lead to #ElevationCreation Governance is the cornerstone of a scaleable transition. Decisive Governance around #gridinfrastructure investment is a critical building block. There is no #transition without #transmission. Policy to mitigate against #supplychain disruption is of monumental importance admist increased political plorisation in a fragmented world. The whole transition hinges on supply chain harmony. #BlendidFinance Vehicles and Concessionary Governance are a catalyst in the mobilisation of private capital into transition finance. And, let’s not forgot about #adaptionfinance. The role of development financiers and policymakers in the incentivisation of private capital flows towards adaption also can’t be underestimated. Utilise what we have with gratitude rather than taking what we have for granted. #SustainabilityCurtated #Renewableenery #cleantech #sustainableinvesment #governance #policymakers #insurers #investors #risk #blendidfinance

Analysts at TD Securities told clients that grids and the equipment needed to build them now represent one of “the best-positioned energy transition sub-sectors.”

In 2024, Wood Mackenzie anticipates a robust #energytransition, driven by key economic and policy factors. Expectations include an eight times increase in #EV sales by 2030 and a newfound focus on the midstream sector, previously underrated in this shift. Insights from our expert partner highlight these pivotal changes: https://lnkd.in/e3m9QShe

A pragmatic approach is often the most effective, as striving solely for idealistic goals without practical considerations may end up falling short, much like sanctions never achieved their intended outcomes. Global transition to renewables is an over-exploited term however the reality is hydrocarbons are poised to influence our lives indefinitely, though perhaps not with the same dominance as in the past. In a recent letter to shareholders, BlackRock CEO Larry Fink suggested adopting a practical stance on the global transition from fossil fuels. He introduced the notion of 'Energy Pragmatism,' underscoring that although renewable energy sources are crucial, they don’t always suffice to meet the full spectrum of energy demands effectively. Fink's insights are based on his experiences from his visits to various countries and engagements with leaders and innovators. He observed that even the most committed to climate change recognize that the journey towards decarbonization will, for the foreseeable future, include the use of hydrocarbons, albeit in reduced quantities. 'Energy Pragmatism' advocates for a balanced and realistic approach to addressing energy challenges. It acknowledges the significant role that traditional energy sources such as oil, gas, and coal have played and continue to play in supporting modern civilization. By moving beyond purely ideological stances, energy pragmatism calls for the inclusion of stable and cost-effective energy solutions in our pursuit of sustainability. The idea is not new, in November 2022 The Economist talked about Energy Pragmatism too but probably was overlooked. But this time the stage is different. #theeconomist #energy #energypragmatism #renewables #greentransition #economist #hydrocarbons #decarbonization #sustainability #larryfink #blackrock Sources: Larry Fink’s 2024 Annual Chairman’s Letter to Investors https://lnkd.in/gX49x49j The world is missing its lofty climate targets. Time for some realism https://lnkd.in/g_5XGH6f

In this article, we share some ideas as to what’s going on so you can be informed about broader changes, why we bought energy and pipeline companies as well as help plan for what’s ahead.