BNE News and Press, Blue Horizon BNE ETF From 07/02/22

Is ESG investing to blame for higher oil prices? It's far more complicated than that. Why energy security is causing investors to pivot their ESG investing strategies. What rising oil prices mean for the great energy transition. Russia’s invasion of Ukrain...

The transition towards a decarbonized economy is underway. It will involve a massive reallocation of resources. Economies will be reshaped as carbon emissions are cut, inevitably impacting portfolios. A possible acceleration from the current path, plus repricing that could have furthe...

It really feels that the energy transition is accelerating faster than ever, of course driven by the move higher in global natural gas and power prices. There have been a lot of newer innovations in terms of what we’re doing with solar cells and the ability to boost that output...

With South Asia vulnerable to global fuel markets, the situation is expected to worsen in the short term as costs and supply deficits in electricity are likely to exacerbate in the summer. The European Union is also reviewing the rules for the European carbon trading scheme (ETS) out ...

The energy transition remains intact, but potentially less linear in the wake of current events. We continue to develop new research insights to capture this shift and detect early signs of transition readiness. Now, the war in Ukraine and deglobalization present added cybersecuri...

Reduced usage of fossil fuels and the implementation of climate change policies are integral parts of the energy equation. After China, the Netherlands, Germany, and Poland are among Russia’s biggest oil customers. Cost and regulations, including environmental concerns over...

Russia's invasion of Ukraine is creating challenges for eco-conscious investors. ESG investing has opportunities, but also challenges. ESG Investing: What to expect from your returns. For further details see: How Geopolitics Is Leading To A Renewed Push For Renewable Ene...

Russia’s invasion of Ukraine is a stark reminder of the challenges to achieving a just and orderly energy transition. Clean power is now significantly more affordable than fossil fuel energy. Wind and solar energy generation has accelerated as costs decreased. We believe gr...

Amid the current market environment, a key question has emerged around how existing conditions could alter low-carbon spending plans of upstream oil and gas companies. IHS Markit believes that these current low-carbon spending estimates for several members of the peer group are likely...

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...