DRIV News and Press, Global X Autonomous & Electric Vehicles ETF From 10/27/22

Summary The Inflation Reduction Act could usher in a golden age for energy generation, storage and distribution. For decades, utilities have been a steady, if not a scintillating attraction for equity investors. In all, we expect the clean-energy benefits of the IRA to catalyz...

Summary Aside from the supply shortage, one of the biggest buzzwords in the commercial vehicle industry over the past few years has revolved around electric vehicles (EVs). Alongside delivery vans and buses, the commercial vehicle industry also includes Class 4-8 medium and heavy ...

Summary Today, we face a new imperative: to balance energy security, transition and sustainability - to meet global demand for the fuels that drive our global economy, and to build the energy systems to redress climate change. Lesson one is that energy security and energy transiti...

Summary On projected volume of approximately 1.139 million units, US auto sales in October will reach a seasonally adjusted annual rate (SAAR) of 14.7 million units, according to S&P Global Mobility estimates. Hindered by higher interest rate settings and lower levels of jobs ...

Summary The root of Europe’s energy crisis is under-investment or outright dis-investment in nuclear energy and natural gas production/storage/transportation, combined with over-reliance on intermittent and relatively inefficient forms of renewable energy. Russia’s i...

Summary Battery original equipment manufacturers (OEMs) have enjoyed a clear trend for much of the last decade. Despite early promises, battery OEMs have not been able to escape the need for high-cost constituents like nickel altogether. In markets such as Chinese cities, rang...

Summary Europe’s energy security and decarbonization goals will spur R&D in cleantech, solar in particular. We expect further easing of monetary and fiscal policies to boost growth prospects and earnings expectations, and possibly trigger a rebound in Chinese equities. ...

Summary Every day that the Nord Stream pipeline doesn’t run as expected deepens an energy standoff between Russia and the EU. The EU in May ratified a huge policy initiative to accelerate its clean energy transition and increase Europe’s energy independence from Russ...

Summary Resource equities continued to exhibit remarkable resiliency during the quarter, with the S&P Global Natural Resources Index outpacing global equities and global bonds over the 3-month period. Macroeconomic themes mostly continued to dominate all resource equity-relate...

Summary Energy infrastructure companies continue to make strides with clean energy initiatives – announcing new partnerships, projects, and acquisitions. From renewable fuels to carbon capture to hydrogen, the provisions in the Inflation Reduction Act support clean energy i...