The energy transition: Commodities, and climate change
New insights on the energy transition
Recent geopolitical events and changes in the focus of wider market commentary taken the spotlight off the ongoing energy transition. However, its importance has not diminished, nor has the activity surrounding it. Read some of the latest thoughts on this topic below.
2025 Global Climate Investing Survey (Robeco)
This survey highlights growing regional differences in how climate-related risks and opportunities are perceived and shaped by various forces.
Powering China’s New Era of Green Electrification (Ember)
China’s transition to clean electricity has long been characterized by dissonance, torn between encouraging progress and persistent setbacks.
A New Era of Oil Diplomacy (S&P Global)
Since U.S. President Donald Trump returned to the White House in January, he has ushered in a new era of energy diplomacy, roiling markets in the process.
Applied Philosophy: Are Commodities Too Optimistic (Invesco)
What are the commodity markets saying about the direction of the U.S. economy and about the global markets?
Quality Infrastructure for Renewables Facing Extreme Weather (IRENA)
Extreme weather events are a major threat, and investors are paying more attention to climate change as a response.
Is There a Role for Lead and Zinc in the New Energy Economy? (UBS AM)
The use of renewables generation as the primary power source for hyperscalers may require a re-think over potential winners and losers from the roll-out of AI.
How Canada Can Tap Foreign Investment for Its Mineral Riches (RBC WM)
Building metal and critical mineral projects requires investors who can guarantee either long-term offtake agreements or security of demand.
World Energy Investment 2025 (IEA)
Rapid growth in spending on energy transitions over the past five years was kicked off by post-pandemic recovery packages and then sustained by a variety of considerations.
Infrastructure Investor Renewable Energy Roundtable (Nuveen)
Economic pressures, as well as pressures on the grid, are loosening the parameters by which energy transition fuels are defined.
Enhancing Portfolio Resilience with Commodities (QIC)
When inflation undermines the performance of traditional asset classes commodities can serve as a stabilizing force in portfolios.
Quarterly Metals Report Q2 2025 (Sucden Financial)
Tariff unpredictability has made it difficult to hold longer-term positions, prompting investors to focus on short-term strategies instead.
Sustainable Debt Global State of the Market (Climate Bonds Initiative)
As of 31 December 2024, Climate Bonds had recorded aligned GSS+ instruments with cumulative volume of $5.7tn from 54,025 instruments.
