ESG – 12 month read-through for small and mid-caps

ESG – 12 month read-through for small and mid-caps

A report from State Street Global Advisors (part of the trillion dollar club of leading asset managers that set terms for the rest of the investment industry) published towards the end of last year made some interesting points about...

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Has OPEC responded quickly enough to sinking oil demand?

Has OPEC responded quickly enough to sinking oil demand?

The Organisation of the Petroleum Exporting Countries (OPEC) announced a historic deal to cut production as The International Energy Agency expects oil demand to sink to the equivalent of at least a third of global supply (by 29m barrels...

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How and why the Oil and Gas sector should improve energy efficiency

How and why the Oil and Gas sector should improve energy efficiency

The Oil and Gas (O&G) industry continues to face scrutiny over the consequences its operations and business activities have on the environment. These companies are being asked to prove how they are helping to reduce carbon emissions. O&G companies...

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Renewables – Can the Covid crisis accelerate the sector by a decade?

Renewables – Can the Covid crisis accelerate the sector by a decade?

According to the stats provided by the UK electricity grid, renewable energy sources wind and solar accounted for 30% of grid power over the last month vs. 23% this time last year and there has been no electricity on...

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How Regs have helped to stimulate the Renewable market

How Regs have helped to stimulate the Renewable market

The concept of renewable energy is not new. The oldest form of renewable energy dates back to more than a million years ago, where traditional biomass was used to generate fire. c. 7000 years ago, wind was used to...

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Will big tobacco create the first Covid-19 vaccine?

Will big tobacco create the first Covid-19 vaccine?

Tobacco giant British American Tobacco Plc's biotech subsidiary, Kentucky BioProcessing, has developed an experimental COVID-19 vaccine where pre-clinical tests showed positive responses and the first phase of human trials could begin as early as late June. Drug makers around...

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Wind Energy: Pathway to Growth

Wind Energy: Pathway to Growth

These are exciting times for the global renewable energy industry. In this blog we aim to show why there is both an accelerated short-run and continued very strong long-run investment horizon case for wind power. Our investment case conclusions are...

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Competition for investment in energy stocks is strong.  What should be considered?

Competition for investment in energy stocks is strong. What should be considered?

Being a successful long-term investor in energy stocks has become exceedingly difficult the past several years and increasingly there is competition in the form of renewable energy investment. Below I give an account of the development of the oil industry...

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Is ESG essential to secure investment?

Is ESG essential to secure investment?

Over the last three months the concentration of assets under the largest investment funds (the trillion-dollar club) has increased substantially. The largest 1% of fund manager groups manages 61% of total AUM (assets under management) which is 243 times...

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What part will Geothermal Energy play in the Renewables investment landscape?

What part will Geothermal Energy play in the Renewables investment landscape?

Geothermal energy (GTE) exploits the thermal energy beneath the Earth’s surface located near geologic “hot spots”. This energy is contained in steam, hot water (from hot water reservoirs within the cracks of the sub-crust of the Earth) or dry...

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