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...I remain fully focused on the start of the season.”...
...Global demand for plastics, which makes up 50 per cent of petrochemical demand, is expected to nearly double by mid-century, according to S&P Global Commodity Insights....
...“You’re going to see a bit of recovery, but I think we’re going to see a significant structural demand destruction in the energy-intensive industries,” Krebber warned....
...The S&P increased 7 per cent in the first half of 2003. The 2022 invasion of Ukraine did feed into energy and equity markets....
...So far as I know, McKinsey has not responded, which is strange....
...He said: “I’ll know if your kids are in Haiti, I’ll know if your wives are in Haiti, if your husbands are in Haiti,” Reuters reported....
...I bought an S&P 500 fund a few weeks later, selling again in September for a tidy 12 per cent profit. I felt smug after share prices dropped almost a tenth over the subsequent two months....
...I believe the better days are ahead,” Vic Abate, chief executive of the wind business at GE Vernova, told investors in New York yesterday....
...I think that downturn has gone further and further [away] in time,” said Rich Voorberg, president of Siemens Energy North America, an energy technology group....
...The Granolas’ share of the Stoxx Europe 600 index has climbed to 25 per cent, approaching the Magnificent Seven’s 28 per cent weighting in the S&P 500....
...For today, I have a report about BP and the Asian Renewable Energy Hub. BP’s growing role in the project marks a notable acceleration of the oil major’s renewable energy ambitions....
...Take P. Todd Noe, Microsoft’s director of nuclear and energy innovation....
...“Governments and policymakers are feeling more relaxed about the gas situation, which I continue to suggest is a false comfort,” said Michael Stoppard, global gas strategy lead at S&P Global Commodity Insights...
...The S&P Global Clean Energy index, which includes clean energy giants such as Ørsted, the wind farm developer, is down almost 60 per cent below its peak in January 2021 at the height of a frenzy over the...
...I’m now taking some time off, including an anniversary trip to the Suffolk coast....
...Speaking at the CERAWeek energy conference in Houston yesterday, Saudi Aramco chief executive Amin Nasser said the energy transition was “visibly failing on most fronts”, according to S&P....
...“In the 21 years I’ve been at the company, as we’ve changed administrations and as we’ve seen changes in Congress, we’ve never seen a change or repeal of tax credits — no matter what form they’ve taken,”...
...“The oil market is waiting,” said Daniel Yergin, author and vice-chair of S&P Global....
...S&P this month downgraded Thames Water’s top-ranked class A debt to BBB-, the bottom rung of investment-grade, just one notch above junk....
...I don’t see much of this right now. Stocks with low P/E ratios relative to their expected growth rates are rare....
...I prefer to look at the market since last October 27, when the market broke the downtrend that had held since July. In the four months since then, the S&P 500 has risen 24 per cent....
...For today’s newsletter I reported on the effort to mobilise the workforce for the energy transition. The green skills gap is a major opportunity for labour, that could become a bottleneck....
...My UK online broker offers me a couple of S&P 500 funds and a FTSE 100 one. I think I’ll pass, however — and here is my logic....
...I just don’t know when . . . We’re still seeing lots of companies that we like....
...I recommend reading this FT editorial to catch up on the others....
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