Welcome to Maple-Brown Abbott’s Global Listed Infrastructure! Please see their new 3-part series of thought leadership analysing governments’ challenges to balance security, energy & sustainability. Link: The Energy Trilemma
‘…Green hydrogen has been cheaper than liquefied natural gas delivered by tanker in much of Europe this year, providing a clear signal to hydrogen investors.’ There is a dizzying pace of innovation and developments in clean Hydrogen: please see article: https://www.hycapgroup.com/the-year-of-hydrogen-has-exceeded-expectations-and-its-far-from-over/
‘As we hang on to the final days of summer, we know that “winter is coming,” and we are insulating our portfolios from the chilling effects of a natural gas market that is on fire.’ Link: Winter is Coming – Income Research + Management
For full list please see: https://lnkd.in/eCqKZCts
The IR+M Core Plus Composite turned five on 7/31/2022! As IR+M reflects on 35+ years as a firm, with a consistent bottom-up, duration-neutral approach to active fixed income investment management, they’ve reached a new milestone in their Core Plus journey. As part of the anniversary outreach, Ed Ingalls, Senior Investment Product Specialist, sat down with … Continued
From Dr. Azlen, Founder of Carbon Cap Management, ‘New information on the acceleration in methane emissions. We are triggering multiple positive feedback mechanisms with each small increase in temperature. I have studied these mechanisms deeply and they combine to create a powerful increase in emissions. We must reduce emissions at large scale and then turn … Continued
Mobius Capital Partners’ PM Carlos Hardenberg spent 10 days in Brazil – please see his blog ‘Entering the Kingdom of Monetary Sobriety’ and his observations on the economy and tech/digitisation. Link:https://www.mobiuscapitalpartners.com/news/a-week-in-brazil-entering-the-kingdom-of-monetary-sobriety
Link: https://on.ft.com/3bN0ng1
A report by Rethink Energy believes that Hydrogen fuel cells will dominate heavy-duty vehicles by 2050. Link: https://ryzehydrogen.com/2022/06/28/hydrogen-a-slam-dunk-for-heavy-duty-transport-over-batteries/