Browsing Category
Energy Transition
51 posts
BofA: The nuclear necessity
by Jared Woodard, Investment and ETF Strategist, BofA Securities Jared Woodard, Investment and ETF Strategist at BofA Securities,…
May 11, 2023
Mapping the Leading Electricity Sources in the US and Canada
In an article by Selin Oguz at Visual Capitalist, the differences in electricity generation between the United…
April 20, 2023
Glencore's Teck strategy: high coal prices, ESG-driven profitability.
Coal may not be the most popular energy source, but it continues to be consumed by many. The…
April 14, 2023
Lithium Prices Slide Further, and Other ESG Developments and Market Shifts
According to FactSet, global lithium prices have continued to decline since mid-November, reaching $30K per ton, a level…
April 13, 2023
An Unconventional Energy Transition Approach
As we continue to face the consequences of climate change, investors are increasingly interested in supporting companies committed…
February 21, 2023
Are Net Zero Oil Emissions by 2050 Possible?
Energy experts have been trying to figure out what will happen to oil demand by 2050 when we…
February 7, 2023
The Politics of ESG Investing... the mounting backlash
Environmental, social and governance (ESG) investing has gained more traction over the past few years, but not everyone…
December 8, 2022
Impact investing: How a fund of funds approach can help address challenges
by Samantha Steele, Russell Investments Private equity markets have seen a surge of interest in impact investing in…
October 21, 2022
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
September 6, 2022
Oil Investments Are Expected to Make this Texas University the Nation’s Wealthiest School
by Frank Holmes, CEO, CIO, U.S. Global Investors The University of Texas at Austin (UT), just a couple…
August 28, 2022
Is Europe Changing Its Tune on Nuclear Power?
by Frank Holmes, CEO, CIO, U.S. Global Investors Winter is coming for Europe, and energy prices are soaring…
August 22, 2022
The Intended and Unforeseen Opportunities of ESG
Listen on The Move ESG has gathered a lot of steam as an essential and strategic investment component…
July 21, 2022
Fuel For Thought
by Carl Tannenbaum, Chief Economist, Northern Trust Markets are expecting lower gasoline prices ahead. I had to fill…
July 14, 2022
The intersection of ESG and mining companies
by Alex Cousley, Russell Investments ESG (environmental, social and governance) has become a key focus of the investment…
June 12, 2022