ITM Power

ITM Power designs and manufactures PEM (proton exchange membrane) electrolysers to produce green hydrogen enabling our customers to decarbonise. In the context of the industry ITM are a high-volume manufacturer and a supplier of choice for industry-leading customers.

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Edison explains: Europe’s ageing buildings

Stock of the month – PZ Cussons

Q226 reflections: Leadership swings back – the value case holds

Audiovisual

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The Metals Company – equity proposition

Vantage: Rockwood Strategic – UK small-cap value and active engagement

Bull, Bear & Beyond – Living REIT: executive interview

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Edison explains: Betting against Starlink – What SpaceX's record listing means for Europe's sovereign satellite players

Edison explains: Jakarta takes control – What happens when the world’s largest exporter of coal, palm oil and nickel decides to sell everything through a single state-run gatekeeper?

Edison explains: The UK M&A paradox – why takeover activity is accelerating despite the macroeconomic backdrop

Stock of the month – International Airlines Group (IAG)

Edison explains: The picks and shovels of AI buildout – unlocking value in the upstream supply chain

Stock of the month – Barton Gold

Edison explains: The Iran war may have triggered the next global supply shock

Edison explains: Tungsten – the big squeeze

Edison explains: The EIS and SEIS – the tax relief opportunity not enough investors are taking advantage of

Edison explains: The copper ceiling – can nickel soften the blow when the world’s most critical metal runs short?

Edison explains: The cement challenge – can the world’s dirtiest building material go clean?

Stock of the month – Wheaton Precious Metals

Edison explains: Rare earth elements – can the world break China’s grip on rare earths?

Decarbonising the built environment – Steel and cement in focus

Edison explains: Green steel – A turning point for industrial decarbonisation?

Edison explains: Solid-state batteries – the next revolution in electric vehicle battery technology?

Hybrid Air Vehicles – Military options advance

2025 climate review: How much progress have we made?

Edison explains: Scottish surge – Highlands and Islands of Scotland investment boom

Decarbonising the built environment – Green materials, greener buildings

Hybrid Air Vehicles – Redefining air travel and air freight

Climate: Creating multi-trillion investment opportunities

Renewable energy developers – Creating value for investors

The art of measurement – Challenges in metrology

Deutsches Eigenkapitalforum (EKF) 2023 industrials

The long and winding road

Quantum computing: A booming industry

UK housebuilders

Battery energy storage

IPO apocalypse

ESG, moving beyond the box tick

A new paradigm for space

Geopolitical conflict to drive renewables surge

The emergence of mega-constellations

Internet in the sky

Truth creates light

All-seeing eye in the sky

Five things every investor should know about everyday decarbonisation and Itaconix

Feeding the world

Circular economy business models

BayWa – Focus on sustainability

Have yourself a sustainable little Christmas

COP26: What does it mean for business?

Investment themes: IPO boom in London

Demand for Teslas points to lithium deficit

COP26: No matter the outcome, the private sector is the engine of change

COP26: Time to realign your supply chain with net-zero goals?

Finding the sea of green – The opportunity and options for shipping green H2

The circular economy

Decarbonisation

EV outlook #1 – Growth, policy and net zero

Battery charge: The rise of lithium-ion – options and implications

Water – The real liquidity crisis

Greece – Changing the narrative

Illuminator: August Update

Verbier appraisal points to lower than expected resources