No corner of global asset markets will be fully shielded from the current El Niño cycle, says Katie Self, a portfolio manager at Pictet Asset Management. bloomberg.com/news/articles/…

"Oil prices are going up, but let’s not pretend the companies that are importing the oil are struggling. No, they are passing on the costs and then some, as we can tell from the increase in the prices charged by the petroleum & manufacturing companies" theguardian.com/business/gro…

Our analysis doesn’t contradict AEMO. We measured different things. AEMO asked how much gas producers plan to supply to the local market, and found a shortfall. We asked how much gas is available, and found a surplus. Both can be true. energynewsbulletin.net/opini…

Companies that publish detailed plans for the climate transition typically benefit from lower borrowing costs than peers that do not, research commissioned by a task force of financial regulators has found. ft.com/content/52e341e0-b29c…

"Resolutions on tackling climate change should become a regular feature of every listed company’s meeting calendar and not just advisory ones that boards can disregard. Resolutions need to be binding for strategy and capital allocation," writes John Flint ft.com/content/dcc245d8-2dca…

As majors report third-quarter results at the end of the month, investors are asking whether they will stick to their existing spending plans in ​times of exceptional earnings, wrote RBC Capital Markets analyst Biraj Borkhataria in a research note. reuters.com/business/energy/…

Woodside is predicting imaginary shortfalls where there are none. Even if there was a technical domestic gas shortfall, Browse would be a poor solution. Read our full analysis: accr.org.au/research/browse-…

Prosper Australia estimates Australia is losing $45 billion a year in potential revenue because it is failing to collect more from the extractive mining and gas industries when commodity prices boom and profits surge. abc.net.au/news/2026-10-21/r…

Japan’s $1.8 trillion public pension fund has made its first direct investment in Australia’s green energy transition, agreeing a deal with upstart renewables developer Octopus to help fund its growing pipeline of wind, solar and battery projects. afr.com/policy/energy-and-cl…

Insurers are taking on more risk than they should. If – or when – a major disaster hits, the catastrophe will have far-reaching consequences theguardian.com/commentisfre…

BHP has seen its copper production fall 19% in the first quarter of FY27 compared to the preceding quarter as well as the previous corresponding period amid severe weather and a planned decrease in concentrator feed grades. capitalbrief.com/briefing/bh…

From AGM activities and company engagements to in-depth research, ACCR’s FY25/26 Annual Review shows how we put shareholder rights to work to protect long-term value. accr.org.au/insights/accr-an…

Labor has introduced its domestic gas-reservation bill to parliament, which would compel the nation’s largest LNG exporters to set aside up 20% of their annual export volumes for local customers from 2028. smh.com.au/business/companie…

According to the Carbon Impact Tracer, HVO coal mine emissions will have a global impact, and result in the loss of food production equivalent to the amount required to feed 273,000 people a year theguardian.com/news/ng-inte…

ACCR modelled the availability of gas to WA. Our analysis found that there is enough gas to meet domestic demand - whether it reaches the domestic market is a commercial choice, not a physical constraint. Read our analysis of Woodside’s Browse project: accr.org.au/research/browse-…

Glencore's arrival on the ASX coincides with a new era of mandatory climate reporting for Australian super funds. As investors develop financed emissions disclosures and transition plans, the company's exposure to long-life coal assets will come under greater scrutiny.

Woodside's Browse project is not required to meet domestic gas needs. ACCR analysed Western Australia’s (WA) gas balance to 2050 and found that gas producers have enough uncontracted gas to meet domestic demand. accr.org.au/research/browse-…

The price of coal for power generation in Japan has risen roughly 40% since the start of this year as high natural gas prices drive record demand, even as uncertainty hangs over exports from Indonesia and Australia. asia.nikkei.com/business/ene…

Mining giant BHP will shed hundreds of roles across its flagship WA mines in a major push to keep its crown as the world’s cheapest iron ore producer. The West Australian understands about 300 employees will be caught up in the sweeping cuts. thewest.com.au/business/mini…

The price of diesel could add more than $500 million to Rio Tinto’s full-year costs of mining in the Pilbara, with no signs of an end to the US war with Iran that has roiled energy prices since February. thewest.com.au/business/mini…