Source intel on energy, metals, and raw materials markets – plus more
Steven Schoenfeld, COO
Find out why the AI CapEx cycle may have more staying power than you think or than headlines suggest—and what it means for investors seeking growth now.
Discover how SPVs power India’s $35B aviation market. Learn how Ireland–GIFT City structures deliver risk isolation, financing flexibility, and tax efficiency.
ClearBridge Investments: In markets, money is energy—and flow, not form, drives the cycle between fear and greed.
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being...
An update on our thoughts and findings on the state of the global upstream, downstream and liability markets.
The global demand for basmati rice has been rising, especially in the Middle East and the EU. As a result, the competition to sell this long-grain variety has intensified in recent years. The world...
We explore how understanding of the impacts of climate change and biodiversity on farming reveals opportunities in advances in agriculture.
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