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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.
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.
Trade Offs | Bunge: The price of sustainable agriculture
Bunge CEO Greg Heckman tells us how his company looks to answer some of the most pressing questions around sustainability and food security.
Mining graduates are a crucial green building block
Winning over graduates and universities is the latest challenge facing miners struggling to deliver the metals needed for the net zero transition.
Dealing with net zero's mining dilemma
Miners' management of their social, political, and environmental risks will be crucial to producing metals the world needs for a net zero transition.
Chart Room: Pole position for China’s electric autos
Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.
Chart Room: Russia’s war in Ukraine is making metals more precious at any price
Russia’s invasion of Ukraine is causing severe disruption to European commodity markets, exacerbating low inventories and threatening outright shortages.
A test of metal: Decarbonising steel
We regularly engage with steelmakers on their plans to reduce direct emissions, and with miners on the emissions that arise from processing iron ore.
Chart Room: An uneven supercycle for commodities?
Most commodity prices have been strong this year, spurring talk of a potential supercycle. But the returns could be more dispersed from here.
Uncharted waters: Creating an ESG investment checklist through water sustainability
Uncharted waters: Creating an ESG investment checklist through water sustainability
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