BNE News and Press, Blue Horizon BNE ETF From 05/25/22

When we make investment decisions about assets with multi-decade horizons, our forecasts will ultimately break down. There are multiple, equally valid pathways through the transition, all with different technology mixes and varied time horizons. Social factors may drive higher emi...

Bioenergy, a form of renewable energy derived from organic materials (or biomass), will play a pivotal role in helping the world achieve net-zero emissions by 2050. The main federal policy to support the US biofuels market is the renewable fuel standard (RFS), which requires refiners ...

ChargePoint is an industry leader, with significant revenue growth. Both the EV market and the EV charging infrastructure market are expected to experience tremendous growth in the coming years. ChargePoint's fundamentals remain elevated, trading at 12-13x revenue, despite widely ...

The Southeast Asia (SEA) region has ambitious goals to achieve net-zero emissions between 2050 and 2065. Indonesia obviously stepped up its ambitions in achieving net-zero emissions by 2060, but concerns linger over the execution. Thailand intends to ramp up the renewable energy s...

As the Environmental, Social, and Governance ESG ecosystem evolves, ESG investments must keep the pace to continue providing robust solutions to market participants. According to the International Energy Agency (IEA), electric car sales more than doubled between 2020 and 2021. In tota...

On the back of already tight global fuel markets, recent events surrounding the Russia-Ukraine crisis have pushed spot coal and gas prices to record highs, making wholesale power prices skyrocket. In early March, the European Commission released its REPowerEU proposal, an outline of a...

In November 2019, the federal government released the National Hydrogen Strategy, which has since solidified as the foundation for the development of Australia's hydrogen industry. The main goal of the strategy is for Australia to become a global supplier of clean hydrogen by 2030 thr...

While a comparison of those historic milestones with today’s circumstances in Ukraine may be a stretch, the global energy crisis resulting from the world’s response to Russia’s actions in the region have the potential to serve an analogous good. Where nascent conc...

With operators globally striving for carbon-neutral status, carbon management is essential. Bayu-Undan, which is operated by Santos, is located within the Bonaparte Basin in East Timor waters. The sanctioning of the Barossa project back in March 2021 was great news for the region,...

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...