While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.
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Multiple factors rationalise why investors should consider a strategic allocation to natural resources equities in 2025.
Case for an active and pragmatic approach in climate transition investing.
Key role that natural resources play in the economy, and considerations for long-term investing success.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
A visit to copper and lithium mines in Chile suggests that strong demand coupled with limited supply should continue to underpin prices.
Truly green, carbon-free steel is being produced at the HYBRIT pilot project in Sweden.