All Energy articles – Page 9
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White papers
Energy 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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War & 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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Video
Beyond ESG: Why the SEC is Right to Make Climate Risk Disclosure Mandatory
With the increasing frequency and severity of extreme weather events comes a heightened focus on the risks of climate change. But in the absence of consistent financial reporting on them, investors and companies have had to hazard their own guess of the impact on markets and the economy.
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White papers
Now for the hard part: The challenge of delivering net zero
More than one fifth of the world’s largest listed companies have committed to net-zero targets, but few have detailed roadmaps to get there. Mirza Baig considers the challenges for investors managing transition pathways.
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White papers
Inflation: 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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Global 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 papers
Is 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 papers
War in Ukraine: Implications and Considerations for Investors
Our first thoughts on the war are for the people directly impacted by the ongoing destruction. It is foremost an immense humanitarian crisis and a scale of warfare in Europe that many of us did not expect to see in our lifetimes. We hope for an immediate end to the conflict.
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White papers
Real 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 papers
Carbon 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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Podcast
Powering 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 papers
Green 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 papers
Economic 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.
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White papers
On My Mind: The US Dollar and the Retreat from Globalization
Russia’s invasion of Ukraine, with its tragic human toll, likely marks a turning point for the geopolitical and global economic order. A lot has been written on the many aspects of this war. In this note, I want to focus on two key economic questions: firstly, the implications for the US dollar’s status as dominant reserve currency and, secondly, the implications for the pace of the energy transition.
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Russia-Ukraine War Heightens Supply Chain and Inflation Woes
The Russian invasion of Ukraine has affected many parts of the global economy, in particular the global supply chain of key commodities. Franklin Templeton Investment Solutions explores the investment implications.
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Decoding the policy messages from China’s National People’s Congress
The National People’s Congress (NPC), which took place from 5 to 11 March, saw the announcement of a target of 5.5% GDP growth YoY for this year. While many market players interpreted this as being too aggressive, we believe it was a reassuring message.
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White papers
Uncertainty Increases
As events in Ukraine see geopolitical tensions mount, the lack of an easy route to a stable resolution suggests that the impact of energy prices may persist. At the very least it compounds the uncertainty from an already challenging growth, inflation and policy mix. Policymakers seem to be walking a tightrope.
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White papers
The Long View: Russia-Ukraine War Has Lasting Implications for Investing
When Russian president Vladimir Putin sent troops into Ukraine, he unraveled decades of efforts to cement peace in Europe after the Cold War. For investors, the new world order has shaken up broad issues that shape our analysis of asset classes and securities.
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White papers
Seven Predictions Amid the Rising Unpredictability
As the Ukraine War spirals toward broader geopolitical conflict, some elements of the outlook are already coming into view.