All Energy articles – Page 6
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White papersHow will Europe secure the metals needed for its energy transition?
Achieving decarbonisation involves scaling up low-carbon technologies. Safeguarding the steady supply of a number of key metals that these sustainable technologies rely on means using them more efficiently and judiciously, as Julien Bouyssou explains.
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White papers
Start me up: How to benefit from the tremendous growth of renewables with platform investments
Development investments are nothing new. But demand has rocketed thanks to the painful bite of climate data. Moreover, once placid conversations about energy security have taken a visceral turn because of war in Ukraine. Developments are an attractive solution to both, for institutions requiring an impact and financial returns.
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White papers
Incorporating Climate Transition into Capital Market assumptions
Two recent events have demonstrated the urgency of transitioning to a new energy paradigm.
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White papers
ESG Materiality Q2 2022
In the latest ESG Materiality newsletter, Olivia Lankester, director of responsible investing & sustainability, global emerging markets, outlines how the invasion of Ukraine has accelerated the sustainable energy transition, pushing up demand for ‘green’ metals and components required to facilitate electrification.
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White papers
Energy security comes to the fore for European infrastructure
Geopolitical concerns related to the war in Ukraine caused surging power prices and extreme power market volatility. Energy security is taking the driving seat in European energy strategies – but is that happening at the expense of energy transition objectives?
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Asset Manager News
KGAL acquires majority stake in Italian solar and wind developer for impact fund KGAL ESPF 5
Grünwald, 19/05/2022 – The established developer controls an excellent pipeline with a total capacity of more than 300 megawatts. Together with its Italian partner, KGAL will complete the pipeline projects and operate these as an independent power producer (IPP). Only a few months after the first closing, this is already the fourth transaction for KGAL ESPF 5 – and further investments are imminent.
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White papers
Drilling Down: Oil Production Scenarios Across Countries
With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.
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White papers
Engagement theme: Climate change
Climate change is one of the central pillars of AXA IM’s engagement with companies. While this theme is transversal and relevant to all firms from all sectors, we focus our efforts where materiality is greatest, notably energy (hence the relevance of UN SDG 7 and SDG 13), but also banks – through their lending policies as well as the building materials industry.
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White papers
Air travel is taking off again
After two years of relatively empty skies, Ryanair CEO Michael O’Leary is an eyewitness to the incredible resurgence of demand for air travel. Faced with long security delays at Dublin Airport, he implored the Irish government to call up the army last month to help process eager travelers flooding the terminals.
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Blog
What Alternative Energy’s slump tells us about industry classification
At first glance, industry classification may appear to be a straightforward exercise in identifying like companies and grouping them together. But the question of how to do this can be a nuanced one, and classification decisions—either making them or delaying them—can have a material impact on index composition.
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White papers
Shifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views
Today climate change is arguably the most critical long-term challenge that humanity is facing. “Climate action failure” is not only the top longterm threat in the World Economic Forum’s Global Risks Report for 2022, but is also a key element for investors to factor in when building long-term assumptions on the economy and markets.
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Asset Manager News
Hines Earns 2022 Energy Star® Partner of the Year – Sustained Excellence Award
(HOUSTON) – Hines, the international real estate firm, is proud to announce it is a recipient of the 2022 ENERGY STAR Partner of the Year Sustained Excellence Award from the U.S. Environmental Protection Agency and the U.S. Department of Energy. This is the 18th time Hines has been recognized and the 15th time Hines has received the Sustained Excellence Award.
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Podcast
How to Keep Energy Going and Going…
With the current crisis unfolding between Russia and Ukraine, energy markets globally have had to pivot where they source their energy supply thereby providing some new implications to the sector as a result.
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White papers
Colliding Demand and Supply Shocks
In this Macro Perspectives, our economists discuss how to best navigate the volatile geopolitical environment’s impact on markets, and how the policy playbook may change based on growth and inflation expectations.
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White papers
Financing Europe’s clean energy transition
As investment in key infrastructure in Western Europe has increased in recent years, so too has the need for financing to support clean energy projects. What is green energy credit and how can it support the transition to a low carbon economy, particularly in Western Europe?
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White papers
Taking real action on climate change is more critical than ever
As Thibaud Clisson explains, the window to limit the global temperature rise to 1.5C is closing fast, but there are investable solutions that can keep it within reach.
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White papers
Bad Q1 GDP Report Hides Good News
Avoiding a disruptive cutoff of Russian energy supplies has helped maintain overall economic strength. However, a future phase-out of Russian oil raises concerns about inflation and economic activity.
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White papers
War and Net Zero offer opportunities across the commodity universe
Commodity trends are driven by four sets of factors: fundamental, geopolitical, structural and cyclical. Today, these are all supportive and underpin commodity price trends, especially for base metals and energy.
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White papers
Macron’s re-election is positive for French assets
Emmanuel Macron won the presidential election with a strong lead (58.5%), a much better result than the latest polls predicted at the end of last week. However, the low turnout (72%), the lowest level since 1969, puts this victory into perspective.
