Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
Even with sentiment towards renewable-energy companies at an all-time low, decarbonisation remains the biggest structural-growth opportunity in a generation.
Novozymes manufactures enzymes for a wide range of commercial applications, with one thing in common: they all contribute to decarbonisation, by improving yields, increasing energy efficiency or reducing...
Population growth, supply constraints for forest and agricultural land, and demand for scalable climate solutions mean the time is ripe for natural capital investment.
Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles.
For the committed, long-term investor, it is entirely possible to achieve sustainable growth which can help achieve the UN SDGs, while addressing China’s social and environmental challenges.