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.
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.
Strong demand for resources and the diversification merits of a long-term allocation to the asset class.