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...The S&P/TSX Renewable Energy & Clean Technology index fell by almost 37 per cent between the end of 2021 and 2023....
...Looking at a 20-year chart of the price/earnings valuations of the S&P 500 and its small cap sibling the S&P 600, it seems possible that this is what has happened to small stocks: Small caps (dark blue...
...Last year was the weakest for net inflows since 2019, when interest in green investments intensified. At least one climate-focused investor is forging ahead....
...“the skills to be able to put those wind farms up — you need the ports, the turbines, the blades, the construction — all new skills, new sectors, at the same time as we’re trying to run the offshore E&P...
...Green energy investment trusts face investor votes on whether they should continue trading as a prolonged slump in share prices hampers access to capital and presents challenges for the green transition....
...The chart below from Goldman nicely illustrates, with actual results in light blue and prior estimates in dark green: Binky Chadha of Deutsche Bank has recently put out a more optimistic S&P earnings forecast...
...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....
...The fact that Timothy Mellon, a strong Trump supporter and donor, has given $20mn to Kennedy indicates that private surveys back that up....
...“Most of the new demand growth will be met by carbon-free generation resources,” said Xizhou Zhou, head of power and renewables at S&P....
...It costs less than $3 per kilogramme for “grey” hydrogen production from fossil fuels, S&P said in a report this year....
...As the chart below shows, throughout 2021 US liquidity and the S&P 500 marched up in lockstep (green and light blue lines)....
...Kerry as ‘green Kissinger’?...
...A survey by S&P Global Mobility showed that about 45 per cent of consumers across countries cited concerns over the availability of charging stations, and the time required for charging, as reasons for not...
...BHP, Rio Tinto, Glencore, Anglo American and Vale have an average price to forward earnings ratio of 8.5 times versus 18.5 for the S&P 500, according to S&P Capital IQ and Refinitiv....
...Green and Hand make two main objections. First, they tried McKinsey’s statistical approach on S&P 500 companies, and found no significant relationship. Second, they fault McKinsey’s methodology....
...“There is the broad bipartisan support for nuclear energy, the role it plays in the green transition and of course Ukraine-Russia has highlighted the need to secure our energy independence,” he said....
...philosophy (Timothy worked for Theresa May) versus a traditional Tory economics (and Harrison for George Osborne)....
...MSCI and S&P have put companies linked to the Myanmar junta in their ESG products, as my colleague Patrick Temple-West reports this week. But active funds have questionable holdings too....
...The bond’s guaranteed principal payment is expected to be AAA-rated by S&P, according to the World Bank. The bond will be listed on the Luxembourg Stock Exchange....
...Are you going to create a political class of 22ers, combining the defence of freedom and restoration of peace in Europe with your own generation’s concerns such as intersectional equality and a green energy...
...As a result, at least two firms are quietly tapping investors to put together NFL-specific funds ahead of the league’s green light....
...In the EU, funds can only be labelled as “green” if they invest in companies that follow the bloc’s own rules for clean investment and operations....
...S&P estimates the annual funding gap in renewable energy investment at about $700bn a year to 2050. Using corporate PPAs to lubricate development financing is a good way to help close that gap....
...Green had stopped voting for higher interest rates at the start of the month, but has signalled she is wary of stubbornly high pay growth....
...I also looked for red (or green) flags in debt ratios and historical growth rates....
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