Physical risk: China’s canary in the transition mine?
Extreme weather events in recent years have brought physical risk to the investment forefront
China
Investors brace themselves for a future of higher oil prices
With the global economy set to face 'the biggest energy crisis in history' investors remain divided over the long-term fallout of the closure of the Strait of Hormuz
EM transition investing will outlast US backlash NinetyOne’s Cooper says
Energy security, steady fundamentals and mispriced opportunities are strengthening investor confidence, NinetyOne's Deirdre Cooper predicts
Octopus Energy enters China with energy trading joint venture
Bitong Energy – a JV between Octopus and PCG Power – will aim to generate £50m in profits by 2030
China’s clean energy surge puts investors on notice
China’s unprecedented expansion of renewable capacity and its first interim climate targets are reshaping global energy markets, creating new opportunities but also risks for institutional investors.
The dragon takes flight: tailwinds for China’s first green bond issuance
China has launched its first sovereign green bond, the issuance is significant for three reasons – confidence, geography and timing, reports Atharva Deshmukh
China says updated NDCs will cover all sectors
The Chinese government has scaled up its net zero ambition with an update to be announced ahead of COP 30 in November
Trump’s tariffs: a new headwind for clean energy infrastructure?
With Trump’s tariffs on steel and aluminium imports coming into effect in March, what will be the impact on investment in US infrastructure?
Infrastructure investors turning their backs on green hydrogen
Misinformation, bad economics, lack of demand, technological barriers and regulatory uncertainties have all contributed to the pullback on the clean gas
Revealed: the leaders and laggards on climate in the insurance sector
Insurers are under increasing pressure to cease underwriting fossil fuels as climate-related weather events significantly impact profit margins. But who are the leaders and laggards in the insurance sector?
IEA: “Global oil demand will peak before 2030”
Global demand for oil is set to peak before the end of the decade, as energy markets enter a period of increased supply, according to the International Energy Agency (IEA)
ISSB: is a global baseline for climate disclosures within reach?
China has become the latest jurisdiction to align its disclosure vision with the ISSB
World on track to miss COP28 2030 renewables target
Renewable energy capacity needs to expand by a factor of three by 2030 but current policies might only take us to 2.5 research shows