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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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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In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth.
In part II we consider some of the implications for extractives (basic resources –...
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In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation.
When I try to reduce the whole of economics to one idea to...
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