All Commodities articles – Page 10
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Research ReportPlaying with fire: Measuring emissions from the world’s oil and gas majors
There are significant differences in the greenhouse gas (GHG) footprint of oil and gas fields
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White papersBitcoin, A Cornerstone Digital Asset: Part 2
Beyond price volatility, the threat of regulation is probably the next biggest source of risk for Bitcoin and other digital assets—with financial-system risk and high energy demands topping the agenda.
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White papersThe Ever-Shifting Shanghai Gold Market Landscape
As the world’s largest gold producer, China plays an outsized role in global gold markets. But in order to fully satisfy domestic demand for jewelry and other forms of gold, the country also typically relies on imports.
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White papersAll-time highs on equity markets in spite of (almost) everything
After a difficult end to September for global equities, October started well before a brief pause and then a sharp rebound. Inflation concerns linked to skyrocketing energy prices weighed on equity markets before strong company earnings reports brought relief. WTI crude oil rose by 11.4% to end October at USD 83.60, marking a high since October 2014.
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White papersBP case study
BP has committed to become net-zero by 2050 or sooner, supported by a robust strategy to get there and market-leading disclosures. EOS continues to engage, following more than a decade of climatefocused engagement with the company.
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White papersEquities: Six Factors Behind Divergence in China-U.S. Markets
Since 2004, the FTSE China H50 Index has largely kept pace with the FTSE Emerging Markets Index as well as U.S. indices such as the S&P 500® and Russell 2000
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White papersSpecific and accurate physical commodities price calculation via Cloud Distribution Solutions
How Grão Direto, a Brazilian startup, built a tool that calculates customized grain prices for sellers, warehouses and properties, using CME Smart Stream on Google Cloud Platform solution.
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White papersCryptocurrency – the good, the bad and the ugly
Cryptocurrencies are moving into the mainstream, but present several risks that companies should consider. Joanne Beatty examines the key issues, including the environmental cost of cryptomining.
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White papersAre Europe’s oil and gas majors prepared for the climate change challenge?
In 2020 we saw what could prove to be a milestone year for the energy sector. Major oil and gas firms were finally willing to publicly address one of the industry’s main taboos – their contribution to climate change and their strategic efforts to address it.
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White papersNatural Gas: Seven Potential Consequences of Price Surge
In recent weeks natural gas prices have increased sharply, more than doubling in the U.S. and rising roughly ten-fold in Europe and Asia (Figure 1).
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White papersAssociated British Foods case study
ABF has evaluated its approach to risk management and subsequently provided increased assurance to investors and increased its communication on the topic. EOS has engaged with the company on risk oversight since 2013 and continues its dialogue on other ESG issues.
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White papersVotes for change
This voting season saw a notable increase in shareholder resolutions seeking a vote on climate transition plans, and proposals for racial equity audits.
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White papersAbate and switch: steel seeks low carbon solutions
Hard-to-abate sectors such as steel will come under increasing pressure to reduce their carbon emissions – what are the industry’s options?
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White papersBig oil faces big challenges on climate change
After surviving a steep collapse in oil prices in 2020, major oil companies are being pressed by louder calls to figure out their contributions to societal goals of net zero emissions by 2050.
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White papersThe World’s Simplest Asset Allocation Model
When markets and data look this contradictory, it may be easier to start by counting on your fingers.
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White papersCommodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.
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PodcastThe Electrification of Mobility
As oil prices start to go up and sustainability goals have become top of mind for many drivers, vehicle and machinery electrification have increased in popularity—now more than ever. So what are global vehicle manufacturers doing to meet consumer demand?
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White papersA burning issue – decarbonising the global steel industry
Steel is essential in today’s world, and it will be just as essential tomorrow – much of the technology to create a zero-carbon future will use steel in its construction. Yet steel production itself is a highly polluting activity.
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Asset Manager NewsA burning issue - Decarbonising the global steel industry
Welcome to Spectrum – a sustainability focused newsletter that brings together insights from across our investment floor including our Responsibility Office and our stewardship business, EOS at Federated Hermes.
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White papersUK set to launch world’s second-largest carbon market
The EU Emissions Trading Scheme (EU-ETS) is among the hottest commodity markets in the world so far this year with European carbon allowances (EUAs) having broken above EUR 56 per tonne last week for a new all-time high, trading up by 70% since 1 January and by 195% over the last 12 months (see Exhibit 1).
