Electric cars slow the energy transition?

Electric Cars are being overtaken by new electric vehicles, which achieve c3x greater decarbonisation per unit of battery material. This metric matters if one believes that battery materials are a…

Ten Themes for Energy in 2020

Energy transition is maturing as an investment theme. ‘Obvious’ portfolio tilts are beginning to look over-crowded. Non-obvious ones are looking over-looked. This note outlines the ‘top ten’ themes that excite…