Source intel on energy, metals, and raw materials markets – plus more
Tensions in the Middle East have escalated once again, with daily exchanges of strikes between Iran and US assets in the region.
As oil surged above $100 and bond yields climbed to multi-year highs, equities held up remarkably well, leaving investors to reconcile two very different messages from financial markets.
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opp...
Surging electricity demand is reshaping the energy landscape, creating opportunities for investors across a wide variety of industries.
Assessing water risk is useful to gauge the long-term growth of copper producers.
Renewed hostilities in the Strait of Hormuz are once again threatening the energy flows the global economy depends on — and oil prices are already responding.
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian...
The rise in energy prices and closure of the Strait of Hormuz has potentially stirred the embers of the next inflation spike – one centred on food prices.
Templeton Global Investments suggests AI is driving demand for climate infrastructure while improving efficiency, creating broad investment opportunities across energy, grids, cooling and industria...
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