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Catherine Yeung
Podcast 25 min listen

The Investor's Guide to China podcast: Transition materials

Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.

Catherine Yeung + 7 others | 20 December 2023

Jonathan Neve
Article 2 min read

Chart Room: Shipping rates: the rise and fallout

Shipping rates have fallen back to earth after surging in the pandemic, reducing inflation but threatening the industry’s already challenging path to net zero

Jonathan Neve + 1 other | 30 November 2023

Bunny Huang
Article 2 min read

Chart Room: China's solar non grata

Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.

Bunny Huang + 1 other | 24 November 2023

Catherine Yeung
Podcast 33 min listen

The Investor's Guide to China podcast: Decarbonising China

2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030.

Catherine Yeung + 8 others | 16 May 2023

Ned Salter
Podcast 41 min listen

Trade Offs | Bank of America: Financing the transition

Bank of America CEO Brian Moynihan on the critical balancing act banks play as we transition to a low carbon and more equitable world.

Ned Salter + 4 others | 24 January 2023

Paul Gooden
Article 3 min read

Fundamentals: US oil majors finally get serious about clean energy

Fundamentals: US oil majors finally get serious about clean energy

Paul Gooden + 3 others | 5 January 2023

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