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...I remain fully focused on the start of the season.”...
...“I think investor optimism has transitioned to more of a ‘hey, it’s higher and manageable’ [point of view].”...
...I’m a bit sceptical, as I noted in yesterday’s letter, but then I’m a journalist. If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Thanks for reading — Jamie Woodside struggles to balance E&P and ESG “The world is not prepared to live without energy.”...
...“The more I get exposed to private equity, the more that I believe that this is a really crucial part of the overall societal puzzle to get right.”...
...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....
...“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....
...ago I bought the S&P 500 and I compounded it 12 per cent a year....
...Yesterday in this space I wrote about Berkshire’s last two decades of share performance, which have mirrored the S&P 500....
...So far as I know, McKinsey has not responded, which is strange....
...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....
...Each reflects the architecture and energy of its respective city, says CEO Fabienne Mauny....
...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....
...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....
...“If the idea is to isolate some sort of insider knowledge, I don’t think this would be the way to do that. I don’t think there is an edge here.”...
...L&Q announced in March that it would probably miss a target to reduce emissions from its own operations and from the energy it uses. (It blamed the rising cost of renewable energy.)...
...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....
...I mention this not as evidence that I can predict when mean reversion is going to happen. My history as an investor proves conclusively that I cannot....
...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....
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