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Australian energy prices present a paradox.

Australia is one of the largest coal exporters on the planet. Australia is a top 3 LNG exporter. Australia has some of the best solar resources in the world.

So why are energy prices high here while tumbling elsewhere.

Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer Damien Klassen, and Head of Advice Samuel Kerr dive into this topic.

Agenda:
● Oil and geopolitical issues
● Price crashes
● Cost push inflation reverses
● Supply destruction

View the presentation slides here:

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The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth’s responsibility-related statements.

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Chapters
00:00 – Intro
02:32 – Disclaimer
06:18 – Energy Price Crash (ICE Newcastle Coal Mar ’24 LQH24)
06:49 – Energy Price Crash (Liquified Natural Gas swap futures contract based on South East Asian LNG prices from Platts Mar ’24 (JKMH24)
08:10 – Energy Price Crash
09:47 – Energy Price Crash (Natural Gas Futures)
14:49 – Alboflation
17:20 – Alboflation (NEM volume-weighted average price)
26:22 – Demand Destruction – Supply Destruction
26:46 – Supply Destruction (Countries)
30:53 – Supply Destruction
33:08 – Two months ago, investors were worried about high oil prices and inflation.
Now it is low oil prices and deflation. Has the pendulum swung too far?
37:29 – Comment from viewers – US shale is rolling over, too efficient, too quick. Permian basin is the only area holding up, for now….(read more)

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Alboflation: Energy Edition | Nucleus Investment Insights

In recent months, Australia has been grappling with a phenomenon known as “Alboflation,” a term coined to describe the country’s rapidly rising energy prices. The term, a play on the name of current Australian Prime Minister Anthony Albanese, is now being used to highlight the impact of inflation on everyday Australians, particularly when it comes to essential services like energy.

The energy sector has been a hot topic in Australia lately, with consumers facing steep increases in electricity and gas bills. This surge in energy prices has been driven by a range of factors, including global supply chain disruptions, rising demand, and the transition to renewable energy sources. As a result, many households and businesses are feeling the pinch, with some struggling to keep up with their energy bills.

Nucleus Investment Insights, a leading finance and investment research firm, has delved into the issue of Alboflation in the latest Energy Edition of their report. The report examines the drivers behind the rapid inflation in the energy sector and offers insights into the likely impacts on the broader economy.

According to Nucleus Investment Insights, the surge in energy prices is part of a broader trend of inflation that is affecting many sectors of the economy. This inflationary pressure has been driven by a combination of factors, including supply chain disruptions, rising input costs, and increased consumer demand. The report also highlights the potential impact of rising energy prices on household budgets, with many Australians likely to feel the squeeze as they struggle to meet their energy bills.

In addition, the report explores the implications of Alboflation for the broader economy, including the potential impact on the Reserve Bank of Australia’s monetary policy and the government’s fiscal policy. Rising energy prices are likely to further fuel inflationary pressures, potentially prompting the RBA to consider tightening monetary policy to rein in inflation. This, in turn, could have implications for interest rates and the cost of borrowing, affecting businesses and consumers alike.

The Energy Edition of Nucleus Investment Insights also explores potential investment opportunities in the energy sector amid the current inflationary environment. The report delves into the performance of energy stocks and provides insights into how investors can navigate the current market dynamics to identify potential opportunities for growth and diversification.

Overall, the Energy Edition of Nucleus Investment Insights offers a comprehensive analysis of Alboflation in the Australian energy sector, shedding light on the drivers of rising energy prices and their potential impact on the broader economy. As households and businesses continue to grapple with soaring energy bills, the report provides valuable insights for investors and policymakers alike, offering guidance on how to navigate the current inflationary environment and identify potential investment opportunities in the energy sector.