All Energy articles – Page 8
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White papersFinancing 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 papersTaking 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 papersBad 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 papersWar 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 papersMacron’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.
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White papersThe energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
Inflation was already running well above central banks’ targets as we entered the year. The war has put additional pressure on prices and supply chains and this could have repercussions not just on oil, but on other commodities as well. Furthermore, given these (intermediate) commodities are used in the production of other finished products, we are likely to witness more broad-based inflation, particularly in Europe, the region closest to the crisis.
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White papersThe demise of ESG is much exaggerated
Far from being a casualty of the war in Ukraine, ESG investing is the key to security in energy, food and commodities, says Eoin Murray, Head of Investment, Federated Hermes
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White papersFrench elections: let the race begin
The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president. Structural reforms, notably of the pension system, and the energy transition are debated but the main topic is household purchasing power as energy and food prices are hurting low income households. The electoral turnout might be very low which usually helps far left or right candidates.
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White papersCredit markets: more attractive valuations but we remain cautious
Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe. We remain cautious and more constructive on US credit markets relative to euro markets.
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White papersEnergy security concerns highlight the need to move faster on decarbonisation
Rapid energy price rises and concerns about energy security following Russia’s invasion of Ukraine mean that transitioning to net-zero, has never been more important, says Thibaud Clisson.
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White papersWar & Pestilence
Military and economic responses to Russia’s war in Ukraine remain at the top of the watch list, as disruptions in energy and agriculture flows add to inflation pressures and worries about growth.
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White papersInflation: a stubborn beast to slay
As the war in Ukraine adds to pressure on prices, investors could be facing a prolonged period of high inflation and may need to adjust their strategies accordingly.
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White papersGlobal Investment Views - April 2022
The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets. Europe is the area most exposed to the war – in particular, through the effects of higher energy prices, supply chain disruptions, and geographic proximity, but the commodity squeeze goes far beyond energy to include agricultural commodities and metals.
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White papersIs the spike in commodity prices sustainable?
For a glimpse of just how volatile commodities currently are, look at nickel markets. Prices doubled in early March. Then they plunged. Then the London Metals Exchange halted trading. This week, the market for nickel — a key component in electric vehicle batteries and stainless steel products — reopened but with strict trading limits.
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White papersReal Estate Outlook – Global, Edition 1 - 2022
The global economy continues its recovery from the pandemic. However, the rebound has been uneven and interrupted, most recently by the Delta and Omicron variants of COVID-19. Omicron saw the re-introduction of some restrictions which impacted economic activity around the new year and in early 2022.
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White papersCarbon Capture and Storage: Hiding dirt under the rug or a real clean up?
The Intergovernmental Panel on Climate Change (IPCC) provides the following definition: “A process consisting of the separation of CO₂ from industrial and energyrelated sources, transport to a storage location and long-term isolation from the atmosphere.” CCS has a close cousin in carbon capture, usage and storage (CCUS) – where CO₂ can be used as a valuable product, for instance to provide the fizz in carbonated soft drinks or to freeze food.
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PodcastPowering the Transition to Renewable Energy
Head of Global Resources, Clive Burstow describes the massive structural investment needed in the years ahead to transition to an energy grid powered by renewables. He weighs in on the roles new technologies, geopolitical conflict, and inflation will play along the way.
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White papersGreen Hydrogen’s Rise in Emerging Markets
Despite the benefits of developing green hydrogen as an energy pillar in emerging economies, countries and companies face several hurdles before it can be deployed commercially, the most obvious being the scalability and affordability.
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White papersEconomic Scenarios in the Midst of War
Numbing economic sanctions on Russia, the delivery of arms to the government of Ukraine to stiffen resistance, and the remilitarization of Europe mean there is no turning back. The world has now changed and it is a difficult task to sketch with any certainty the economic impact.
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White papers‘En-flation’: The heightened risk of inflation in increasingly environmentally conscious economies
As surging energy prices hit the headlines, limited renewable energy infrastructure means that, in the short-term, it is possible countries will shift back towards traditional fossil fuel extraction. Yet, in the medium-term, given rising appreciation for the importance of energy security, there will be a renewed focus and increased public capital allocated to the energy transition.
