BNE News and Press, Blue Horizon BNE ETF From 04/04/22

We see the West’s drive for energy security slowing growth, increasing inflation and stoking demand for non-Russian fossil fuels to alleviate consumer pain. Data last week showed U.S. inflation at 40-year highs and a robust labor market. We expect the Fed to deliver on this yea...

There are different ways to quantify a carbon handprint for each solution group. In this paper, we present case studies that show how to apply a carbon handprint analysis. Establishing a clear carbon handprint metric allows investors to assess how a company is contributing to the ...

The year 2021 saw climate change and carbon took centre stage in the sustainability agenda. Circular inputs involve replacing existing linear materials and supplies with inputs that have been and can be recycled. Products can reach the end of their lifespan through a range of even...

February reports recapped the past year for global power and renewables and offered a look ahead for several regional power markets, in addition to a long-term market outlook for global power and renewables. Meanwhile, amid the economic instabilities and challenges of 2021, clean ener...

Annual spending levels in low carbon would need to be two times the current projections to meet more ambitious climate objectives by 2030. Overall capital expenditure efficiency for low carbon power technologies to improve by 30% by 2030. There is a significant upside to these num...

Within the metals and mining industry, both the operations and products at each point on the value chain are typically carbon intensive. Alcoa and Rio Tinto have formed a joint venture, ELYSIS, to focus on creating a new process for smelting aluminum that would completely eliminate th...

Global power consumption slumped in the first year of the pandemic then rebounded in the second as the global economy transitioned from recovery to expansion. Slowing economic and electricity demand growth in China, the US, and other large economies will reduce pressure on the demand-...

Global markets tumble on Russian attack on Ukraine. Russian inflation stokes stagflation fears. Commodities the big winner in Russian attack. For further details see: Markets Sell Off As Russia Attacks Ukraine: What's At Stake For Investors?

Europe has strong incentives to reduce emissions. The financial community can't put a price on carbon. There's a lot of opportunities as well as a lot of risk. For further details see: Evolving Market Trends: The Effect Of Global Warming On Our Financial System

We now have evidence that the shift toward sustainability is leading to a repricing of assets across the board - and believe it has a lot more room to run. US inflation hit new 40-year highs, sending bond yields soaring amid market expectations of more rate hikes. We see the market&#x...