FUE News and Press, AB Svensk Ekportkredit ELEMENTS Linked to the MLCX Biofuels Index - Total Return Structured Product From 11/08/22

Summary After rallying 9% off the October 12 bottom, the market pulled back last week but still sits 5.4% above the low point. Commodities are trouncing all other major asset classes on a YTD basis, largely due to the rise in oil, natural gas, and agricultural prices. The newe...

Summary BlackRock’s top investment leaders came together at the Outlook Forum. The upshot: the new regime is not about to change, and we need a new playbook. Stocks slid and yields rose as the Federal Reserve delivered another mega rate rise and signaled it would need to ta...

Summary A coalition of 190 countries and companies had agreed to "phase down" coal power and end support for new plants. The African location is expected to put greater focus on the question of climate financing for historically marginalized communities and emerging markets. C...

Summary Over the past decade, more than 130 countries have pledged to achieve net-zero emissions by 2050. The current need-based sentiment toward reembracing carbon-based fuels doesn’t mean that the energy transition effort is doomed. We believe there are many potential...

Summary We see a positive transformation in Indian renewables that could provide a significant opportunity for investors. In August, India reiterated its commitment to draw 50% of its electricity generation capacity from non-fossil fuel sources, and to reduce its emissions intensi...

Summary It is no surprise that with a retreat of 10-year Treasury yields off the highs of 4.33%, the stock market had a big rebound last week. When it is up to the bond market to decide what happens to stocks, then it is up to Jerome Powell, who will be delivering his FOMC press c...

Summary Virtually all of the Q3 2022 GDP growth was attributable to a lower trade deficit that added 2.77% to GDP growth. Most of that came from higher petroleum exports, due largely to one million barrels per day being released from the SPR. In two to three years, I expect energy...

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 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 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...