Sector

18 December 2015

Android vs Apple Pay: Fight!

After failing to come to agreement with Apple to enable mobile phone payments, six of Australia’s biggest financial institutions this week signed on with Android Pay. The service will go live in Australia in the first half of 2016. Both...

18 December 2015

Reindeer or Oil: Santa Decides

Every year around the world, hundreds of millions of children wait anxiously for Santa Claus to arrive and bring presents and good cheer. But what if Santa never came? What if this year the reindeer all fall ill, perhaps due...

11 December 2015

Is the Syrian Mess Solvable?

Business is business, so why not buy oil from ISIS. The Russians claim the Turks are doing it, and in all likelihood, even Assad is buying it. No one can fight a war without oil, according to Robert Bensh, partner...

10 December 2015

Not Inconsequential Strippers Also Under Pressure

With OPEC breaking down and any kind of coordination among its members on price cuts looking increasingly unlikely, it now appears that oil prices could remain below $50 a barrel for a year or more. As producers confront this unpleasant...

9 December 2015

Stranded, but not Forgotten

Whatever the outcome of the climate talks in Paris, one thing is certain: climate change will result in assets becoming “stranded”. In addition, despite the claims of various naysayers, investors should be prepared. Whatever the outcome of the climate talks...

8 December 2015

OPEC’s Demise, Still Exaggerated

Many observers conclude OPEC is dead.  Oh, there have been claims of its demise before, but after the oil cartel failed to provide a quota (output goal) in last week's statement, the claim has new life. Many observers conclude OPEC...

7 December 2015

A Lean, Green China is Possible

The effects of the rapid growth of the world’s second largest economy are visible everywhere. China’s pollution is raising environmental and health concerns, and steeply rising oil imports raise questions around energy security. Chinese leaders are deeply aware of the...

4 December 2015

Regional Economic Cooperation Creates the TAPI Pipeline

The Turkmenistan–Afghanistan–Pakistan–India (TAPI) gas pipeline project was first conceived in October 1997 by Central Asia Gas Pipeline Limited (CentGas). Almost 18 years later, the pipeline—often dubbed as the “on/off pipeline,” the “pipeline dream,” and the “peace pipeline”—although still on the...

4 December 2015

ISIS Oilfield Attacks May Be Inevitable

There has been some revealing new information coming out recently regarding the strategy against ISIS. One aspect many find troubling is the apparent failure of U.S. and coalition forces to sufficiently target and destroy oil infrastructure located in ISIS territory,...

3 December 2015

The Big Business of Climate Change

The 21st meeting of the Conference of the Parties (or COP21) is underway, with the goal of hammering out a deal to reduce global carbon emissions top of the agenda. As well as leaders from 147 countries, there are a...

2 December 2015

The Green Asia Challenge Presents Opportunities

Asia is a big family that varies across and within its regions, with a plethora of systems all bumping against one another. However, one thing Asia’s constituents have in common is the challenge posed by the transition to green growth....

1 December 2015

The Doom and Gloominess Orbiting the Energy Sector

As the terrorist attack in Paris sparks worldwide fear of similar reprisals and a bloody shootout and hostage situation in a five-star Mali hotel exacerbates those concerns, global energy security reels under the pressure of unfathomable geopolitics. In an exclusive...

30 November 2015

The Drive for Renewable Energy Use in South Africa

There has been a rapid decline in the costs of solar and wind power, to such an extent that both technologies are now cheaper than nuclear or coal. This development will radically transform global electricity generation networks. How this transformation...

27 November 2015

Space, the Final Business Frontier

Jeff Bezos may not have gone where no man has gone before, but in successfully landing its New Shephard rocket back on Earth, his rocket company Blue Origins has pipped ahead of rivals in the race to make space commercially...