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Chart Room: Back to the future with hybrid EVs
Demand for hybrid EVs could dissolve once battery technology catches up in the next few years. Investors betting on the energy transition should pay attention.
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.
Chart Room: Shipping rates: the rise and fallout
Shipping rates have fallen back to earth after surging in the pandemic, reducing inflation but threatening the industry’s already challenging path to net zero
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.
Trade Offs | Bank of America: Financing the transition
Bank of America CEO Brian Moynihan on the critical balancing act banks play as we transition to a low carbon and more equitable world.
Fundamentals: US oil majors finally get serious about clean energy
Fundamentals: US oil majors finally get serious about clean energy
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