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Why India cannot take the same road to growth as China
India is a vital cog in the push to net zero, but will wind up competing with the needs of the energy transition for increasingly scarce commodities.
India’s renewable bonds: Riding the green wave
India’s need to deliver more green power is likely to make its renewable energy sector a destination for global capital for years to come.
Regulation: The wild card in the game of net zero
Fidelity analysts call for more support and long-term planning from policymakers to aid companies’ transition efforts.
The Investor's Guide to China podcast: Asia's bright spots
Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.
Chart Room: Repowering the wind industry
A project in Spain puts hard numbers on how the replacement - or ‘repowering’ - of turbines will improve the efficiency of wind farms over the next decade.
Fundamentals: Why oil is staying steady
Fundamentals: Why oil is staying steady
Chart Room: China's solar non grata
Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.
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.
Fundamentals: US oil majors finally get serious about clean energy
Fundamentals: US oil majors finally get serious about clean energy
Europe’s unequal gas demand destruction
Europe is already reducing energy demand in response to record high prices. While shortages appear unlikely this winter, next year could be a different story.
CIO podcast: Frustrations at the Fed and what the winter might hold
Fidelity International's Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the recent market turmoil.
ECB hawks rule, for now
While guidance remains hawkish on further interest rate hikes into 2023, implementing such a path will be hard in practice.
Chart Room: What can governments do about Europe’s soaring energy bills?
How might governments in Europe seek to manage soaring energy bills?
Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war
Carsten Roemheld discusses the ESG questions raised by the Russia-Ukraine war and the implications for asset allocation.
Chart Room: Long-term tailwinds still in play for renewables
The current pressure on Europe to break its dependency on Russian gas has strengthened the long-term need for green infrastructure.
Energy independence drive could impact renewables adoption
European governments rush to reduce dependency on Russian gas.
Cautious positioning required as Ukraine escalation adds to stagflationary risks
The overnight escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications.
ESG Outlook 2022: Three key priorities in sustainable investing
ESG Outlook 2022: Three key priorities in sustainable investing
Chart Room: The energy rally could run out of steam
Oil and natural gas prices could start to moderate as the outlook for demand weakens and supply looks set to increase.
Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
The future of energy podcast: the 1.5 trillion dollar question
"I do think that [the pandemic], for the power industry, is going to make it have a more green generation mix," says analyst Christine Miyagishima.
Oil tankers gush profits as global storage space overflows
Oil tankers are earning windfall profits - but how long can this situation last?
Sector by sector: Fidelity Analyst Survey 2018
From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.
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