Biodiesel – fuelling the future

Biodiesel – fuelling the future

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Renewable Energy – Raising EVA for all sectors

Renewable Energy – Raising EVA for all sectors

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The world’s most ambitious renewable project

The world’s most ambitious renewable project

Sun Cable plans to build the world’s largest solar project by 2027. Its undersea electricity cable will connect the remote solar farm to consumers. Key Points: The Australia -ASEAN Power Link built by Sun Cable (a Singaporean renewable energy company)...

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

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

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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Renewable energy production: What’s the harm?

Renewable energy production: What’s the harm?

Part 1: As governments around the world battle with policy and cultural changes required to meet the Paris Agreement climate change targets, the pressure to expand renewable energy technology production is significant. Renewable energy share of total world energy consumption and electricity...

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Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

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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Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

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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