Sector

Oil & Gas Equipment Manufacturers will be Slow to Recover


Oilfield services, shipbuilders and other industries that rose with the pre-2014 oil price boom have had it hard. Since barrel rates fell, their previous patrons have become uninterested in doling out major purchase orders, leaving oil and gas equipment manufacturers without revenues.

How is China's Low-Carbon Transformation Progressing?


China was responsible for 25 percent of global carbon dioxide emissions in 2012. According to World Bank research, cities consume more than 65 percent of global energy and emit some 70 percent of greenhouse gases. Transforming cities into ‘low-carbon cities’ will therefore be an important policy tool in mitigating climate change.

Oil Output Freeze Looking Less Likely


Oil has broken down further today.  The ostensible trigger was the larger than expected build in US inventories.  However, the price of oil has been trending lower since the beginning of last week.  It appears that our skepticism of talk of an output freeze is gaining support.

The Saudis have indicated that they do not see a need for action, while the Iranians have not yet returned output to pre-embargo levels. 

Are You a 'Lithium Skeptic'?


We have gone electric, and there is no going back at this point. Lithium is our new fuel, but like fossil fuels, the reserves we are currently tapping into are finite—and that is what investors can take to the bank.

You may think lithium got too popular too fast. You may suspect electric vehicles are too much buzz and not enough real future. You may, in short, be a lithium skeptic, one of many. Yet, despite this skepticism, lithium demand is rising steadily and sharply, and indications that a shortage may be looming are very real.