Geopolitical risk adds yet another layer of complexity to understanding commodity prices. In terms of forecast accuracy, though, it’s all about the vol.
Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
The oil and gas sector has been strongly outperforming the alternative energy sector. There are many reasons for that. Higher interest expenditure is one of them.
Decarbonizing Corporate America will be discussed on the New York Climate Week. Adopting science-based emission reduction targets might help.
News about price wars and company troubles in China are no reason for Western carmakers to sit back. Rather, they are harbingers of still more competitive times ahead.
The economic impact of climate change is demonstrated by seeing, feeling and smelling wildfire smoke. Measuring and forecasting all their costs is a lot harder.
How World Bank reforms might help attract more private sector capital, which is urgently needed to meet greenhouse gas emission targets