New insights on the power transition
Latest geopolitical occasions and adjustments within the focus of wider market commentary taken the highlight off the continuing power transition. Nevertheless, its significance has not diminished, nor has the exercise surrounding it. Learn among the newest ideas on this subject beneath.
2025 World Local weather Investing Survey (Robeco)
This survey highlights rising regional variations in how climate-related dangers and alternatives are perceived and formed by numerous forces.
Powering China’s New Period of Inexperienced Electrification (Ember)
China’s transition to scrub electrical energy has lengthy been characterised by dissonance, torn between encouraging progress and chronic setbacks.
A New Period of Oil Diplomacy (S&P World)
Since U.S. President Donald Trump returned to the White Home in January, he has ushered in a brand new period of power diplomacy, roiling markets within the course of.
Utilized Philosophy: Are Commodities Too Optimistic (Invesco)
What are the commodity markets saying in regards to the route of the U.S. financial system and in regards to the world markets?
High quality Infrastructure for Renewables Dealing with Excessive Climate (IRENA)
Excessive climate occasions are a significant risk, and traders are paying extra consideration to local weather change as a response.
Is There a Position for Lead and Zinc within the New Vitality Economic system? (UBS AM)
The usage of renewables era as the first energy supply for hyperscalers might require a re-think over potential winners and losers from the roll-out of AI.
How Canada Can Faucet Overseas Funding for Its Mineral Riches (RBC WM)
Constructing steel and important mineral initiatives requires traders who can assure both long-term offtake agreements or safety of demand.
World Vitality Funding 2025 (IEA)
Speedy progress in spending on power transitions over the previous 5 years was kicked off by post-pandemic restoration packages after which sustained by a wide range of issues.
Infrastructure Investor Renewable Vitality Roundtable (Nuveen)
Financial pressures, in addition to pressures on the grid, are loosening the parameters by which power transition fuels are outlined.
Enhancing Portfolio Resilience with Commodities (QIC)
When inflation undermines the efficiency of conventional asset courses commodities can function a stabilizing drive in portfolios.
Quarterly Metals Report Q2 2025 (Sucden Monetary)
Tariff unpredictability has made it tough to carry longer-term positions, prompting traders to concentrate on short-term methods as a substitute.
Sustainable Debt World State of the Market (Local weather Bonds Initiative)
As of 31 December 2024, Local weather Bonds had recorded aligned GSS+ devices with cumulative quantity of $5.7tn from 54,025 devices.
