Part II – How Big Oil is Trying to Win Back Investors

On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil. The breakeven oil price required to...

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Part I – Global Energy spending to fall $400bn due to coronavirus crisis

According to a recent report published by the IEA (international Energy Agency), global energy investment is set to fall 20% to USD 400bn in 2020, which represents the biggest annual decrease ever to be reported in the industry. Global...

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Green Energy’s Hidden Impact on the Environment

Conventional energy sources such as coal, oil, natural gas, and nuclear material have a substantial effect on the environment via the release of harmful greenhouse gases (GHG). Carbon Dioxide (CO2) and Methane (CH4) account for over 90% of gases...

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How Texas will keep its heart of energy

If fracking does not recover from the oil price war and the slump in demand caused by Covid-19, renewable energy, wind and solar energy are potential investment beneficiaries. The renewables sector is attractive due to high and growing global demand...

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Three Key Trends in Renewables that Make Fossil Fuel Investing Trickier – A Global Outlook

Climate change has long superseded nuclear pollution as the key driver keeping renewable energy on the global agenda. Solar renewable energy has arguably been the greatest beneficiary of the climate change driver and remains the fastest growing source of...

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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

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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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?

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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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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