Podcasts about market analyst

Join our Market Analyst, Grady Wulff as she sits down with Bell Potter's Analyst, John Hester as he discusses an update on the below healthcare stocks.In this video, John discusses:- (3:15) Telix's Pharmaceuticals (ASX:TLX)- (7:34) Clarity Pharmaceuticals (ASX:CU6)- (10:54) Avita Medical (ASX:AVH)- (12:16) Mesoblast (ASX:MSB)- (14:31) Promedicus (ASX:PME)Note: This interview was filmed 8 May 2025

A new trade deal between Britain and the US has sent shockwaves through the market. MARKET WRAP: ASX200: up 0.2% or 13 points at 8,191 GOLD: $3,343 US an ounce BITCOIN: 1 bitcoin is $155,013 President Donald Trump teased a trade deal coming in the next few hours, widely expected to be with Britain.. while the Federal Reserve announced an expected hold on interest rates, but pointed to another cut coming in July. 8 of the 11 sectors finished higher with Industrials the best of the bunch - thanks to a rally in Nasdaq futures boosting tech stocks… Computershare saw close to a 4% rise. Finance stocks were the biggest drag.. ANZ suffered a 1.5% loss after reporting flat year on year profits. CURRENCY UPDATE: AUD/USD: 54.41 US cents AUD/GBP: 48 British pence AUD/EUR: 57 Euro cents AUD/JPY: 93 Yen AUD/NZD: 1.08 New Zealand dollars See omnystudio.com/listener for privacy information.

Talks between the US and China could mean the end of the trade war, as healthcare stocks take a hit in the markets. MARKET WRAP: ASX200: Up 0.3% or 27 points to 8178 GOLD: $3,384 US BITCOIN: $149, 805 9 of the 11 sectors finished stronger, with the largest gains in the energy sector. It’s all on the back of oil prices, which have seen a rise.. brent crude now buying $63 US a barrel, off the back of hopes that an easing of tariffs could boost demand from China. Woodside and Santos are up 1.5% and 2.3% respectively. NAB has seen a jump of 2% after releasing a better than expected earnings report. And attention has turned to the US Federal Reserve’s 2 day policy meeting, which kicked off today - they’re expected to keep rates on hold tomorrow. CURRENCY UPDATE: AUD/USD: 64.86 US cents AUD/GBP: 49 British pence AUD/EUR: 57 Euro cents AUD/JPY: 93 yen AUD/NZD: 1.08 New Zealand dollars See omnystudio.com/listener for privacy information.

28 Apr 2025. Mahir Julfar, Executive Vice President at the Dubai World Trade Centre shares details behind the figure, including the number of jobs supported by its large-scale events. The recent slide of the US dollar is prompting investors to reassess their portfolio strategies, particularly those heavily weighted toward US-based assets. Josh Gilbert, Market Analyst at Etoro, gives his take. Plus, are ongoing tariffs impacting the retail grocery sector in the UAE? We ask Halima Jumani, the CEO of Kibsons.See omnystudio.com/listener for privacy information.

Jim Chalmers has stepped in with the ASX over a decision to let James Hardie shift its primary listing to the NYSE MARKET WRAP: ASX200: down 0.60%, 7,968 GOLD: $3,351 US/oz BITCOIN: $144,769 AUD James Hardie’s shares rose by more than 2% to $36.38 BHP rose 0.9% to $38.06 and Fortescue rose more than 1% to $15.52. PWR Holdings recovered from earlier losses after announcing its CEO is taking temporary medical leave shares rose by more than 5% to $1.51% Woodside closed down 2% to $20.01, Santos down more than 1% to $5.88 Generation Development Group shares fell more than 14% to $4.13 Technology One falling 1.7% to $28.05 CURRENCY UPDATE: AUD/USD: 63.8 US cents AUD/GBP: 48.0 pence AUD/EUR: 56 Euro cents AUD/JPY: 90 Japanese yen AUD/NZD: 1.06 NZ dollars See omnystudio.com/listener for privacy information.

Donald Trump has gone after US Fed Chair Jerome Powell, but how likely is it that he intervenes? MARKET WRAP: ASX200: down 0.03%, 7,816 GOLD: $3,471 US/oz BITCOIN: $137,947 AUD CBA shares were up more than 4% to $168.00. Macquarie Group announced today it sold its US and European assets to Nomura for $2.8 billion. Shares up ½ a per cent to $180.83 BHP and RIO both closed marginally higher on the news of the reopening of the US based Resolution Copper West African resources hit a fresh 52 week high today to $2.58 up more than 6%. WiseTech down 2.4% to $80.03, TechnologyOne fell 1.5% to $27.68, while NextDC plummeted 6% to $10.48. Yancoal down 1% to $4.76 Woodside and Ampol both dropped more than 1.6%. See omnystudio.com/listener for privacy information.

The Australian market added $100 billion in value, rising 4.5% as traders cheered on the paused US tariffs. MARKET WRAP: ASX200: up 4.54%, 7,709 GOLD: $3,142 US/oz BITCOIN: $132,279 AUD BHP rallied 5.4%, Fortescue gained 6.2%, Rio Tinto was up 6.4%, while Mineral Resources had its best day in a while, rising 18.1%. Wisetech rose 8%, Xero up another 6.2% and Life360 up almost 11%. Westpac climbed almost 5%, NAB lifted 4.9%, Commbank rose 3.6% and ANZ was up 3.5%. Telstra lifted 1.4%, Sigma Healthcare rose 2.4% and Wesfarmers gained 2.6% Contact Energy, the only company of the top 200 to finish down, lost 1.6% in trading to $8.08 a piece. Serko, down 8.8%, and Sylait Milk, losing 3.7%. CURRENCY UPDATE: AUD/USD: 61.4 US cents AUD/GBP: 47.7 pence AUD/EUR: 55 Euro cents AUD/JPY: 89 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

A Chinese slowdown will hurt commodity prices, while health care stocks were weaker on the threat of pharmaceutical tariffs. ASX200: down 1.80% to 7,375 GOLD: $3,068 US/oz BITCOIN: $128,573 AUD Star Entertainment told the market a $750 million refinancing lifeline from Salter Brothers needed to ensure its survival was no longer on the table. Star shares remain suspended. Stockland rose 0.6 per cent to $5.04, and Charter Hall increased more than 3 per cent to $17.32. Mirvac was steady at $2.13 and Goodman rose more than 3% to $30.11 Kelsian transported itself 4.3% higher after it said it was looking to offload its tourism business. CSL and Cochler both up more than 1.6% to close at $255 and $269 respectively. BHP down 1.6% to $38.25, RIO down 1.6% to $115.15, Fortescue down 1.7% to to $15.37 Karoon Energy also fell just under 1% to $1.60 despite a broker upgrade. See omnystudio.com/listener for privacy information.

Kent Beadle, DTN Market Analyst, says grain and livestock futures plunge with the outside markets on the tariff news. See omnystudio.com/listener for privacy information.

The US has brought in tariffs on automotives, which will affect some Australian parts makers, but is it a sign to come? MARKET WRAP: ASX200: down 0.38%, 7,969 GOLD: $3,069 US/oz BITCOIN: $138,608 AUD REITs and Tech stocks were hurt the most, with both sectors down more than 2%. Healius shares rose 10.7% to $1.45 after saying it intends to pay a special dividend worth $300 million to shareholders. Brent now approaching $74 US a barrel – that helped local energy companies. Woodside lifted 1.5%, Ampol 1.7% and Santos 0.6%. Climbing more than 1% were James Hardie, Evolution Mining and Amcor. A final offer of $2.8 billion for Domain Holdings didn’t have the same effect, with shares down 4.9% to $4.25. Bapcor lost 2.5%, ARB fell 2% and Eagers was down 2.7% Wisetech down 2%, NextDC falling 6.5% and Life360 down 3.1%. CURRENCY UPDATE: AUD/USD: 63.08 US cents AUD/GBP: 48.9 pence AUD/EUR: 58 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

The ASX 200 got close to cracking through the 8000 point mark, as better inflation numbers suggested again that rate cuts could be on the way. MARKET WRAP: ASX200: up 0.71%, 7,999 GOLD: $3,029 US/oz BITCOIN: $139,581 AUD Commbank up 1.1%, Westpac rising 1.2%, NAB picking up 0.7%, and ANZ jumping almost 3%. Brent Crude oil has steadily been rising in price, up over $73 US a barrel and helping the local energy sector. Santos rose 1.7%, while Woodside was up 0.4%. Vulcan rose 12.8% to $5.36 after one of its projects was listed as crucial for the European Commission’s critical minerals supply. Paladin Energy fell 11.6% to $5.65 after it pulled back on its guidance following heavy rainfall in its Namibian mine The half year results for telco Tuas showed a profit of $3 million, with shares down 7.5% to $5.80. CSL down 1.5%, Ramsay Health Care down 1.3% CURRENCY UPDATE: AUD/USD: 63.20 US cents AUD/GBP: 49.0 British pence AUD/EUR: 58 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

US markets recovered slightly overnight, so why hasn’t the ASX followed suit? MARKET WRAP: ASX200: down 0.48%, 7,749 GOLD: $2,944 US/oz BITCOIN: $153,414 AUD New Hope finished down 8.6% to $3.73, Whitehaven slid 5.8% to $5.54, with Coronado and Yancoal also falling heavily. Westpac fell 1.5% to $29.63 after its price target was cut by Morgan Stanley Silk Logistics sank 22% after the ACCC raised concerns over its deal to takeover DP World. Woolworths, Coles and Treasury Wines all ending lower. Miner Ora Banda surged almost 10% to $1.05 after a promising result from gold exploration drilling. Capricorn Metals also rose 5.4% to $7.84 after it announced an acquisition of the Kings Find Project tenement. Higher too was Goodman Group, Sigma Healthcare, and APA Group. CURRENCY UPDATE: AUD/USD: 62.91 US cents AUD/GBP: 48.6 pence AUD/EUR: 58 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Global markets are in free fall, so should investors be worried or is this a correction that always had to happen? MARKET WRAP: ASX200: down 1.32%, 7,786 AUD: 62.84 US cents GOLD: $2,917 US/oz BITCOIN: $130,167 AUD The Dow Jones finished down another 1.1% overnight, with the S&P 500 and the Nasdaq both lower as well. The ASX 200 dropped 1.3% Utilities the only sector finishing higher, as eight of the eleven fell by more than 1%. CBA down 1.4%, Westpac down 2%, and NAB & ANZ down 2.1%. Shipbuilder Austal dropped 22% after announcing it had completed an institutional placement to raise $200 million. A share buyback of up to $400 million announced by mining infrastructure group Orica saw shares decline 1.3% to $16.68. Wesfarmers down 2.6%, Breville losing 2.7%, Flight Centre down 3.4%, and Super Retail 3.6% lower. Nickel industries jumped 8.3% to 65 cents a share. Telix Pharmaceuticals gained 1.7% to $27.07 A 2.1% lift for AGL. CURRENCY UPDATE: AUD/USD: 62.84 US cents AUD/GBP: 48.6 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Half-year earnings for Woolworths were lower as industrial action hit profits, but will Coles be a similar result? MARKET WRAP: ASX200: down 0.14%, 8,240 GOLD: $2,923 US/oz BITCOIN: $140,107 AUD Wisetech saw half-year profit and revenue up, but a return by founder Richard White as executive chairman saw shares higher, up by 2% to $96.50 PointsBet shares up 32% to $1.10 Worley lifted more than 10 per cent to $15.46 after the company announced a $500 million share buyback and delivered a 72 per cent jump in interim net profit to $183 million. Woolworths had a 21% drop in net profit to $739 million sending shares down more than 3% to $30.60. Flight Centre shares down more than 10% to $15.92 Lynas announced a significant drop in profit and no dividend. Shares closing down 1.7% to $6.85. CURRENCY UPDATE: AUD/USD: 63.30 US cents AUD/GBP: 50.0 pence AUD/EUR: 60 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Send us a textThank you for tuning in!  On today's episode, I am joined by Journalist, Author, and Market Analyst, Ross Benes!  Ross has written extensively on the subjects of sex, culture, and the entertainment industry.  In this episode, we take a look at the year 1999 and the "Trash Culture" that was so dominant during the last year of the century.  We discuss topics like talk shows (Jerry Spring, Ricky Lake), the theatrics of professional wrestling, Limp Bizkit and so much more!  You can find Ross here:  https://www.rossbenes.com/You can purchase his new book- "1999The Year Low Culture Conquered America and Kickstarted Our Bizarre Times" here:  https://kansaspress.ku.edu/9780700638574/  if you enter code:  241999 at checkout, you will receive a discount! Support the showVisit: https://www.popcultureretrospective.com/ for all things Pop Culture Retrospective! Follow me on Instagram: https://www.instagram.com/popcultureretrospective/ Follow me on Twitter!: https://twitter.com/PopCultureRetroReview the show! https://www.popcultureretrospective.com/reviews/new/Pop Culture Retrospective Merch!: https://pop-culture-retrospective-pod.myspreadshop.com/allEmail me anytime: amy@popcultureretrospective.com

Another big day of earnings with Temple & Webster, Treasury Wines, Domain Holdings and IAG all under the microscope. MARKET WRAP: ASX200: up 0.06%, 8,540 GOLD: $2,944 US/oz BITCOIN: $153,414 AUD Temple & Webster’s profit jumped 118% to almost $9 million on increased sales, with shares up 13% to $16.14. Domain Holdings pushed almost 7% higher to $2.92 after the company reported revenue growth of 7.4%. South 32 up 4.1%, Newmont up by 3.2% Mineral Resources – which confirmed CEO Chris Ellison would exit the business – gained almost 7%. Treasury Wines reported weaker sales with shares dropping 5.7% to $10.51. IAG saw a lift in its profit, but shares dropped more than 12% to $7.80. Pro Medicus fell 3.2% to $279.08 after disappointing on its earnings. CURRENCY UPDATE: AUD/USD: 62.97 US cents AUD/GBP: 50.4 pence AUD/EUR: 60 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

Earnings season continues, with Commonwealth Bank, AGL, Suncorp and Evolution Mining all in the spotlight today. MARKET WRAP: ASX200: up 0.61%, 8,535 GOLD: $2,919 US/oz BITCOIN: $152,578 AUD CBA up another 2.4% to a new high of $165.98. Strong first half earnings of $287 million helped ComputerShare to lift 15.5% to $41.53. Suncorp shares up 1.3% to $20.62. AGL just managed to finish in the green as it bore the brunt of increased coal costs. While higher gold prices contributed to record earnings for Evolution Mining, with shares up 1.1% to $6.29. The tech sector finished down, with losses of 1.6% for Xero, Technology One sinking 1.8%, and NextDC dropping 2.4%. Down by more than 1% were Pro Medicus, James Hardie and Northern Star Resources. CURRENCY UPDATE: AUD/USD: 62.91 US cents AUD/GBP: 50.5 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

Send us a textThe episode explores the key insights from the recent SEMI ISS event, focusing on the semiconductor industry's journey toward a trillion-dollar market by 2030. It discusses the significant themes of uncertainty and the transformative impact of AI, while also addressing industry challenges and emerging trends.Additionally, SEMI's Market Intelligence team dive into the revised 2024 equipment forecast and World Fab Forecast, discussing trends influenced by AI technology and geopolitical factors, especially those linked to China. As we detail the upswing in equipment sales, driven by Chinese investments and AI progress, we also spotlight the trends shaping both front and back-end equipment markets. From the resurgence of advanced packaging to the anticipated rebound in test equipment, this episode provides a thorough look at the semiconductor industry's current state and its promising future, including insights into the world fab forecast and its implications for the automotive and power sectors.Highlights:• Overview of SEMI ISS and its significance in the semiconductor industry • Highlights on this year's theme: Ready, Set Ramp! and its implications • Insights on overcoming market uncertainties and challenges • AI's transformative role in driving semiconductor innovation • Discussion of upcoming semi events and their importance for networking • Market intelligence updates on forecasts and growth opportunitiesContact Our Guests on LinkedIn: Joe Stockunas, President, SEMI AmericasChristian Dieseldorf, Senior Analyst, SEMI MITInna Skvortsova, Market Analyst, SEMI MIT SEMIA global association, SEMI represents the entire electronics manufacturing and design supply chain. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

With a new year comes a clean slate to set goals, intentions and plan for the year ahead. This is especially true on your investing journey.  To help new investors getting started, we are running a three part podcast series laying the groundwork with a list of things to consider when beginning to invest on ASX.   In the first episode of the series, Jacinta King, ASX, asks Laura Besarati, Market Analyst at CommSec, some questions to cover the basics of investing including the difference between stocks and ETFs, how to buy and sell, what are dividends and distributions, and the characteristics of active and passive investing. Laura also provides a great review of sector performance for 2024 and how she sees they are positioned as the year begins. Stay tuned for episode two Did you know that investing is not just about being financially savvy and learning how to put a portfolio of stocks together. There is a bit of psychology behind it and being conscious of human biases is part of the journey in understanding what kind of investor you are. Join ASX and our next guest, Global X as they discuss this before they delve into some time-tested ways of investing. https://www.asx.com.au/

In this latest instalment of Bell Direct's From the helm series, we kick off 2025 with an exciting deep dive into the healthcare sector. Host Bell Direct's Market Analyst, Grady Wulff sits down with Opthea (ASX:OPT) CEO, Fred Guerard to discuss the company's remarkable 168% share price surge over the past six months as it advances toward commercialising its novel retinal disease treatment, Sozinibercept. With an initial focus on wet age-related macular degeneration, Opthea is poised to disrupt the market with its innovative approach to vision care.In this video, Fred discusses:• (0:43): Opthea's history and its mission in the healthcare space• (1:40): how Sozinibercept compares to existing therapies• (3:22): recent Phase 3 data and confidence in trial success• (6:22): commercialisation strategy and financial runway• (8:15): key milestones and future pipeline treatments.Note: This interview was filmed on 5 February 2025.

Zip were the talk of the ASX last year, gaining over 400%, but its quarterly update sent the financial services crashing today. MARKET WRAP: ASX200: up 0.55%, 8,493 GOLD: $2,780 US/oz BITCOIN: $168,667 AUD Karoon Energy shares jumped by 7.7% to $1.53 after the company announced an extra 75 million US dollar share buyback. Consumer gains were led by Aristocrat Leisure, up 3.7%, Harvey Norman 0.4% higher and JB Hi-Fi gaining 0.6% QBE, NAB and Brambles all gained more than 1%. Mineral Resources fell 0.9% to $35.93 after its quarterly update showed the company net debt had risen to $5.1 billion. Zip shares finished down more than 25% to $2.44 despite an increase in earnings in its quarterly update. Falls for Telstra, Transurban and Xero. CURRENCY UPDATE: AUD/USD: 62.17 US cents AUD/GBP: 50.0 pence AUD/EUR: 69 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

With inflation moderating, Australians might get a rate cut soon. But who will be the winners & losers on the ASX? MARKET WRAP: ASX200: up 0.57%, 8,447 GOLD: $2,764 US/oz BITCOIN: $164,613 AUD Utility stocks saw the biggest bump - up 2.1% Increased optimism around the state of the lithium market sent Pilbara Minerals shares up 3.5% to $2.36. Perseus Mining was higher by 3.7% after reporting a rise in gold production in the December quarter. Utilities gains were led by Mercury, up 7.7%, AGL up 3.2% and Origin Energy up 1.6%. 890 million new shares hitting the market as part of the Myer-Premier Investments deal sent Premier’s shares down 20.7% to $22.67. Myer fell 5.2% to 91 cents a share. Miners BHP, Rio Tinto and South32 all saw losses, while a mixed day for the banks saw Commonwealth and NAB in the red. CURRENCY UPDATE: AUD/USD: 62.39 US cents AUD/GBP: 50.1 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

ASX200: up 0.78%, 8,314 GOLD: $2,666 US/oz BITCOIN: $168,264 AUD Six sectors gained more than 1% Energy dropped another 1.1%, including losses for Whitehaven Coal, which dropped 3.2%, and New Hope shed 1.4%. Graphite maker Novonix secured a loan of $755 million from the US government, with shares up 3.4% today, up to 60.5 cents a share. PEXA Group saw gains of 8.2% after appointing a new CEO. A solid performance from the banks saw Commbank up 1.6%, NAB rising 1.5%, ANZ up 0.8% and Westpac 0.7% Bega Cheese rose 3.2%, and Super Retail Group lifted 2.5%. APA shares back 1.5% to $7.18. GYG, Treasury Wine Estates and Mineral Resources all finished down. See omnystudio.com/listener for privacy information.

The audiobook is available now at: https://www.mmacycles.com/product/forecast-2025-audiobook/

Weaker performance by the energy companies across this year was helped with a jump in the oil price overnight. MARKET WRAP: ASX200: down 0.28%, 8,330 GOLD: $2,751 US/oz BITCOIN: $156,644 AUD Tech reversed its recent falls, staying green as the two biggest companies Wisetech and Xero finished higher. A lift in the spot price of gold back over $2700 US an ounce helped local miners today. Perseus and Regis both rose 0.7%, and Evolution was up 0.6%. Also rising by more than 1% were Suncorp, Qantas and Pro Medicus. Downer shares fell 6% to $5.37, while Ventia lost more than 22% to finish at $3.33. See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Will the appointment of the US Treasury Secretary help settle the Aussie dollar?See omnystudio.com/listener for privacy information.

A ‘Herculean effort' in renewable buildout is the description used in NESO's Clean Power 2030 report, outlining practical advice for the government on achieving a power system by 2030. The report defines what ‘Clean Energy' means (>95% clean power generation by 2030) and discusses what buildout would need to look like in order to reach these targets. A staggering 70GW of new renewable generation is predicted to be needed to reach the targets in the ambitious Further Flex and Renewables scenario. How might these suggestions be achieved in practice, and what challenges is the industry likely to face over the next 5 years in the lead-up to target dates?In this episode Modo Market Analyst, Joe Bush joins Ed Porter to explore NESO's Clean Power 2030 report. Over the course of the conversation, they discuss:The purpose of the Clean Power 2030 report and what it covers.The sheer scale of buildout required to meet renewable and flexibility system targets, from 50 GW to 130 GW.Transmission and network challenges and how the government might tackle the issue of constraint. The role of energy storage in managing constraints and supporting the grid.Exploration of potential market changes, including zonal pricing to incentivize demand location near generation.Mentioned in this episodeJoe's research article - Clean Power by 2030: what would it mean for BESS?About Modo EnergyModo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work. For more information on how batteries can save carbon, check out our written research.

A ‘Herculean effort' in renewable buildout is the description used in NESO's Clean Power 2030 report, outlining practical advice for the government on achieving a power system by 2030. The report defines what ‘Clean Energy' means (>95% clean power generation by 2030) and discusses what buildout would need to look like in order to reach these targets. A staggering 70GW of new renewable generation is predicted to be needed to reach the targets in the ambitious Further Flex and Renewables scenario. How might these suggestions be achieved in practice, and what challenges is the industry likely to face over the next 5 years in the lead-up to target dates?In this episode Modo Market Analyst, Joe Bush joins Ed Porter to explore NESO's Clean Power 2030 report. Over the course of the conversation, they discuss:The purpose of the Clean Power 2030 report and what it covers.The sheer scale of buildout required to meet renewable and flexibility system targets, from 50 GW to 130 GW.Transmission and network challenges and how the government might tackle the issue of constraint. The role of energy storage in managing constraints and supporting the grid.Exploration of potential market changes, including zonal pricing to incentivize demand location near generation.Mentioned in this episodeJoe's research article - Clean Power by 2030: what would it mean for BESS?About Modo EnergyModo Energy provides forecasts, benchmarking, data, and insights for new energy assets - all in one place. Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work. For more information on how batteries can save carbon, check out our written research.

  MARKET WRAP: ASX200: up 0.37%, 8,224 GOLD: $2,557 US/oz BITCOIN: $139,317 AUD The ASX 200 broke a losing streak to close up 0.4% Accounting software company Xero released its half-year earnings with shares finishing 5.9% higher to $171. Farm chemical supplier Nufarm saw its shares gain 6% despite a 29% fall in underlying earnings. Commbank up 2.2%, NAB up 1%, Westpac up 1.3% and ANZ up 1.2%. BHP down 1.3% and Fortescue down 1.9%. Resmed down 2.5% and Bluescope Steel down 2.4%. CURRENCY UPDATE: AUD/USD: 64.65 US cents AUD/GBP: 51.0 pence AUD/EUR: 61 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Mineral Resources have hit the headlines for the right reasons, selling $1.1 billion of oil and gas assets to Gina Rinehart's Hancock ProspectingSee omnystudio.com/listener for privacy information.

The Australian share market grew to record territory again, as uranium miners benefited from big tech going after nuclear power. MARKET WRAP: ASX200: up 0.86%, 8,355 GOLD: $2,607 US/oz BITCOIN: $100,615 AUD AMP shares jumped 17.7% to $1.59 - up more than 70% in the calendar year. Uranium stocks were jumping – Paladin up 11%, Deep Yellow gaining 7.3% and Boss Energy up 6.7%. A third quarter update showing a cost blowout at an under-construction oil project in Alaska and a 3% dip in sales, saw Santos shares flat at $6.96. Fortescue down 2.7% and Rio Tinto down 1.8%.  BHP also fell 1.3% despite saying its copper production was up 4% and iron ore 2% across the quarter. And falls in tech again saw Wisetech Global down another 3% and Technology One down 1.6%. CURRENCY UPDATE: AUD/USD: 66.75 US cents AUD/GBP: 51.4 pence AUD/EUR: 61 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

The US rate cut decision sent Wall Street down, but Australia's market still continues to hit new records. MARKET WRAP: ASX200: up 0.09%, 8,205 GOLD: $2,665 US/oz BITCOIN: $88,072 AUD Sigma healthcare had no new news on its planned merge with Chemist Warehouse but shares were up 7% to $2.05 Mesoblast also took off closing up 8% to $1.35 well off its 52 week low of 25 cents In the REIT space Dexus up 2.6% to $7.78, Charter Hall 1.9% to $15.89 and Hotel Property Investments up 1 cent to $3.77. Pilbara Minerals was one of the worst after a block trade of $270 million was done at a 4% discount to its price yesterday shares down 4.8% to $3.15 ARB corporation lost 5% to $44.26 Droneshield lost 3.7% to $1.39 GYG shares down 2% to $38.50. Collins Foods going the other way, up just under 2% to $8.77 on a broker rating CURRENCY UPDATE: AUD/USD: 68.55 US cents AUD/GBP: 52.3 pence AUD/EUR: 62 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Global oil prices could be more volatile on the threat of conflict in the Middle East, so how will that play out for local energy companies?   ASX200: down 0.13% to 8,198 GOLD: $2,670 US/oz BITCOIN: $88,234 AUD Energy stocks prices got a boost on the back of rising oil prices, gaining 2.6% on the day Woodside gained 3.1%, Santos was up 2.4% and Ampol lifted 1.4% BHP rising 0.9%, Rio Tinto up 0.1% to $125.96 and South 32 up 1.6% to $3.73 Gold miners Newmont up 1.3% to $78.21, and Regis Resources up 1% to $2.03. Hotel Property Investments closed up 3 cents to $3.76 after rejecting Charter Hall and Hostplus' takeover offer of $3.65 per share. Qantas down 2.7% today to $6.98. Wesfarmers and Coles both fell around 2%, with Car Group tumbling 2.7% to $36.39 AUD/USD: 69.01 US cents AUD/GBP: 51.97 British pence AUD/EUR: 62 Euro cents AUD/JPY: 99 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Inflation figures might have said that we're closer to rate cuts than ever, but the market did not enjoy the news today. MARKET WRAP: ASX200: down 0.19%, 8,126 GOLD: $2,680 US/oz BITCOIN: $92,780 AUD Iron ore futures shot up to as much as $US 99 a tonne in Singapore, and that helped gains of 3.8% for BHP, 4.7% for Fortescue, and 3.8% for Rio Tinto. Following its demerger from Web Travel Group this week, a broker note helped Webjet to jump 15.1% on the day. Wesfarmers, Goodman Group and Woolworths all higher Premier Investments delayed its plans to spin-off its Peter Alexander and Smiggle stores… Shares down 9.1% to $30.61 The postponement of an ACCC decision on the merger between Chemist Warehouse and Sigma Healthcare saw Sigma's shares drop 3.5% to $1.37. The banks were down again, with all four majors in the red. CURRENCY UPDATE: AUD/USD: 68.83 US cents AUD/GBP: 51.4 pence AUD/EUR: 61 Euro cents AUD/JPY: 99 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.

Jess Von Bank is joined by guest co-host Tara Cooper, Market Analyst at Mercer. Together the duo tackle themes surrounding AI, HR technology, and community engagement. They share their insights on AI's impact on health and wellbeing, and the role of HR in navigating these changes. The discussion emphasizes the importance of education, inclusivity, and addressing disparities in wellbeing solutions, while also exploring cultural considerations in employee experience.

The US rate cut decision sent Wall Street down, but Australia's market still continues to hit new records. MARKET WRAP: ASX200: up 0.61%, 8,191 AUD: 68.24 US cents GOLD: $2,607 US/oz BITCOIN: $90,898 AUD The miners were doing most of the heavy lifting up 2.3%, with BHP rising 2.6%, and Rio Tinto lifting 3.5% James Hardie was up 5.4% to $56.41 Sims shares up 12% to $12.40 after it released first quarter guidance. And the major banks rose – ANZ the standout, up 1.1%. ALS flagged a hit to its profit with shares down 8.6% to $13.67 Industrial stocks were down by 1.3%, with Transurban, down 1.9%, and Computershare falling 3.5%. While also shedding more than 1% was QBE, Resmed and Treasury Wines. CURRENCY UPDATE: AUD/USD: 68.23 US cents AUD/GBP: 51.5 pence AUD/EUR: 61 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

A quiet day on the market today is leading up to a big decision for the US Fed on rates overnight. MARKET WRAP: ASX200: up 0.02%, 8,142 AUD: 67.76 US cents GOLD: $2,595 US/oz BITCOIN: $88,788 AUD Utility stocks up 1.3%, led by Origin Energy, which lifted by 2.2% There were lifts of more than 1% for Reece, and Pro Medicus. Next DC shed 0.9% to $16.83 after announcing the launch of its share purchase plan. Materials fell by 0.5% with BHP, Fortescue and Rio Tinto all down.  Resmed dropped 3% and Fisher & Paykel fell by 1% CURRENCY UPDATE: AUD/USD: 67.80 US cents AUD/GBP: 51.3 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

The oil price has been on the slide in recent days, with lower demand and extra supply behind the change. ASX200: up 0.40%, 7,982 AUD: 67.28 US cents GOLD: $2,544 US/oz BITCOIN: $84,685 AUD Leading the pack were tech stocks.. energy was down almost 4%, as the oil price slid once again.  Losses were led by Woodside, which slipped 6.8% to $25.00 after also being downgraded to a “sell” rating from Citi. The AirTrunk deal was also good for ASX-listed data centre company NextDC, which gained 8.4% to $17.42. More falls for the iron ore price – with futures down to $US 90 a tonne –  wasn't enough to put off the big miners, with BHP & Rio Tinto both in the green. Coal miner Coronado shares were down 16% to 92 cents. See omnystudio.com/listener for privacy information.

04 Sep 2024. We get analysis on that stock plunge with Monte Safieddine, Market Analyst, IG. Plus, reaction to the overnight oil price drop with Matt Stanley Head of Market Engagement, EMEA & APA, Kpler and Ed Bell, Chief Economist, Emirates NBD. And, as the demand of PA's and EA's sky rockets, we speak to Tracey Irwin, Founder & Managing Director, Irwin & Dow. We also speak to Megha Merani, Senior Editor, AGBI about India's trade with the GCC which has fallen in the last year.See omnystudio.com/listener for privacy information.

We're pleased to have with us this week Phil Hill, a seasoned expert in educational technology and market analysis who writes regularly for his On EdTech newsletter. Phil shares his extensive experience in consulting and analyzing market trends, particularly in the context of the current financial challenges facing higher education and EdTech companies. Phil shares relevant insights about global higher ed from his podcast, Online Education Across the Atlantic. They also discuss the recent bankruptcies and acquisitions in the sector, the ongoing enrollment crisis, and the potential for future innovation and investment in education technology.Guest Name: Phil Hill - Blogger, Speaker, and Market Analyst at Phil Hill & AssociatesGuest Social: LinkedInGuest Bio: Phil Hill has been a market analyst and consultant in EdTech for over two decades. He is most notably recognized for publishing the On EdTech blog and newsletter, which began in 2019 after he decided to separate from the e-Literate brand and blaze his own trail. Revered for his honest and upfront take on market trends for online / hybrid education, OPMs, and learning platforms, Phil provides thoughtful and practical advice to his clients. His unique graphics and visuals have been widely used and shared in the education space. Phil is also a husband, father, and grandfather. He enjoys being outdoors, spending time with his Australian Shepard, craft beer, and live music. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/https://twitter.com/HigherEd_GeekAbout The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too! Some of our favorites include Generation AI and I Wanna Work There. Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com.Element451 is hosting the AI Engage Summit on Oct 29 and 30Register now for this free, virtual event.The future of higher ed is being redefined by the transformative power of AI. The AI Engage Summit brings together higher ed leaders, innovators, and many of your favorite Enrollify creators to explore AI's impact on student engagement, enrollment marketing, and institutional success. Experience firsthand how AI is improving content personalization at scale, impacting strategic decision-making, and intuitively automating the mundane tasks that consume our time. The schedule is packed with real examples and case studies, so you leave knowing how to harness AI to drive meaningful change at your institution. Whether you're looking to enhance student outcomes, optimize enrollment marketing, or simply stay ahead of the curve, the AI Engage Summit is your gateway to the next level of higher education innovation. Registration is free, save your spot today.

08 Aug 2024. Dubai is launching a 4-day-week trial for government staff - could it be good for productivity? We get the thoughts of HR expert Amanda White. Plus, we talk the finance of food with the CEO of Abu Dhabi's Agthia: how are they seeing double-digit growth, while global rivals like Kraft-Heinz struggle? And as an uneasy calm returns to global markets after days of sharp falls, we speak to Monte Safieddine, Market Analyst, IG. And, we speak to Espace Real Estate: have they seen a summer boom yet?See omnystudio.com/listener for privacy information.

The first six months of 2024 have seen lots of updates for battery energy storage. Despite buildout levels being lower than anticipated, the sector has experienced several impactful changes that have influenced both operations and revenue potential. In today's episode, we explore the headlines and take a look at the factors driving these.Modo Energy's Director of Data Science, Robyn Lucas, and Market Analyst, Shaniyaa Holness-McKenzie share a round-up of the first half of 2024. Over the course of the conversation, they discuss: The reasons behind delays in battery buildout and projections for the next quarter.Revenue trends from January to June and the driving factors behind these trends.New markets for Battery Energy Storage Systems (BESS), with a spotlight on Balancing Reserve.Significant market changes, including the Open Balancing Platform's bulk dispatch tool and the 30-minute rule's impact on increasing battery dispatch volumes.An overview of capacity market results and potential reforms.And much, much more.Mentioned in the episode.Analysis exploring the correlation between battery revenues and wind generation in Great Britain.Podcast: Tolling agreements and the wider market impacts with Ben Guest (Managing Director, New Energy & Fund Manager @ Gresham House Energy Storage Fund)Podcast: REMA review with Wendel Hortop and Robyn Lucas (Modo Energy)About Modo EnergyModo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets. Modo's paid plans serve more than 80% of battery storage owners and operators in Great Britain and ERCOT.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work.

The first six months of 2024 have seen lots of updates for battery energy storage. Despite buildout levels being lower than anticipated, the sector has experienced several impactful changes that have influenced both operations and revenue potential. In today's episode, we explore the headlines and take a look at the factors driving these.Modo Energy's Director of Data Science, Robyn Lucas, and Market Analyst, Shaniyaa Holness-McKenzie share a round-up of the first half of 2024. Over the course of the conversation, they discuss: The reasons behind delays in battery buildout and projections for the next quarter.Revenue trends from January to June and the driving factors behind these trends.New markets for Battery Energy Storage Systems (BESS), with a spotlight on Balancing Reserve.Significant market changes, including the Open Balancing Platform's bulk dispatch tool and the 30-minute rule's impact on increasing battery dispatch volumes.An overview of capacity market results and potential reforms.And much, much more.Mentioned in the episode.Analysis exploring the correlation between battery revenues and wind generation in Great Britain.Podcast: Tolling agreements and the wider market impacts with Ben Guest (Managing Director, New Energy & Fund Manager @ Gresham House Energy Storage Fund)Podcast: REMA review with Wendel Hortop and Robyn Lucas (Modo Energy)About Modo EnergyModo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets. Modo's paid plans serve more than 80% of battery storage owners and operators in Great Britain and ERCOT.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work.

Back in May Rosalind took a trip to Speyside to witness some of the celebrations to mark the 200th anniversary of The Macallan. As part of these celebrations they undertook an extraordinary collaboration with Cirque du Soleil. It would appear that more and more often these days whisky brands are going to extreme lengths to market and promote their products. Macallan has certainly become a part of the high end of the market so Rosalind set out to learn more about the celebrations and whether the industry is being changed by this drive to create luxury lifestyle products and more and more elaborate collaborations. First up she spoke to Ruth Wylie who is Global Experiential Lead at Macallan who tells her about the celebrations which are afoot and the importance that nature plays for the distillery. She also chatted to Marie-Hélène Delage, Creative Director at Cirque Du Soleil about how they developed their show with Macallan. Finally, Rosalind wanted to speak to a whisky expert about recent changes in the whisky market and how this is affecting sales and availability of certain brands. Mark Littler, Whisky Broker and Market Analyst, talked to Rosalind about the significant changes that have taken place since 2015 and how collaborations like this one are becoming more the norm for those interested in investing in whisky. It's a fascinating listen and a subject matter no doubt we'll be returning to again and again. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered how real estate prices and commissions have changed over time? On the latest episode of #RealEstateRealWorld, we chat with Ryan Lundquist about his experiences in the market, all the way back from the 90s! He shares some fascinating stories and practical tips to help you navigate the housing market today. It's a conversation packed with valuable info you won't want to miss! Tune in now to hear the full episode!

We love talking about batteries and energy in the office so why not open the floor to our listeners? Ever wondered what the end game is for battery storage, or what's new in cell chemistries? In our ‘mailbag' series, we'll answer your questions on a range of subjects. Ask us a question here.In this episode Modo Energy Director, Ed Porter and Market Analyst, Shaniyaa Holness-McKenzie cover:The recent advancements in storage technology and where they are being adopted in practice. How AI is changing the way battery energy storage systems are optimised.Interconnectors and how increased renewable penetration in all countries will impact revenues.What a change of government could mean for batteries energy storage. and much, much more. Ask us a question - We'd love to hear from you!About Modo EnergyModo Energy provides benchmarking, forecasts, data, and insights for new energy assets - all in one place.Built for analysts, Modo helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets. Modo's paid plans serve more than 80% of battery storage owners and operators in Great Britain and ERCOT.All of our podcasts are available to watch or listen to on the Modo Energy site. To keep up with all of our latest updates, research, analysis, videos, podcasts, data visualizations, live events, and more, follow us on Linkedin or Twitter. Check out The Energy Academy, our video series of bite-sized chunks explaining how different battery energy storage systems work.

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