Climate Change And Alternative Energy: Bullish Opportunities And Implications For Oil & Gas

Recently, BCA’s Commodity & Energy and Geopolitical Strategy teams published a joint Special Report which focuses on what climate-change talks mean for investors.


The special report highlights the following points:

  • A survey of where alternative energies are in terms of technological progress and a “green energy” roadmap, with potential winners and losers. The report also speculates on the end game for traditional energy sources such as natural gas, oil and coal, and what this means for geopolitics and investment strategy.
  • An in depth look at the solar sector, and the paradigm shift that could occur once grid parity is achieved globally.
  • A contrarian view towards natural gas demand, as the potential bridge to a low-carbon future.
  • The ascent of fluid and fully-functional carbon-trading markets and taxation schemes which could potentially contribute to the capital formation needed for low-carbon technologies.
  • OPEC’s strategy in the shift away for hydrocarbons. Particularly, the cartel will create volatility in oil prices in an attempt to temper the evolution of low-carbon technology, but will ultimately fail.

To find out more and read the full report, click here: Climate Change And Alternative Energy Special Report.

U.K. And U.S. Economic Similarities Are Striking

U.K. and U.S. economies are at a similar stage of the cycle, but terminal rates are very different. The acceleration in U.K. wage growth amid low unemployment and dismal productivity growth reminds us of another economy. The similarities with … [More.]

Strategy Outlook Third Quarter 2015

Our Global Investment Strategy service recently published their Strategy Outlook for Q3 2015. The quarterly report highlights the following points: Global growth should pick up in the second half of the year, but will remain too low to … [More.]

China: The Economic Fallout From The Stock Selloff

It is premature to tally the economic damage from the equity market selloff while it is not yet clear that the market riot is over. However, based on what has happened so far, our China strategists expect the economic fallout is muted. The … [More.]

Fixed Income Strategy: Implications Of Renewed Commodity Price Weakness

All eyes are on Greece at the moment, but in the background EM demand continues to lag and non-oil commodity prices are quietly softening. Metals have been particularly weak, while the rise in iron ore prices since April is beginning to look like a … [More.]