Venture investors riff on headwinds, hype, an...

California recorded its second-lowest Sierra Nevada snowpack on record this spring. That's not just a bad ski season, it's a water supply crisis. Snowpack is where California's water comes from. And when it doesn't materialize, agriculture, hydropower, and fire suppression all fe ...  Show more

The global financial system is undergoing a structural shift into a "volatile new world order," where unpredictability is the norm, and climate tech is uniquely exposed. Venture investor Susan Su says the war in Iran is complicating the landscape. That's because about 40% of the ...  Show more

Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels. From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while t ...  Show more

Elections, geopolitical risks and rate cuts are driving markets in the short term. But there are three trends that could provide long-term investment opportunities.

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Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head ...

There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.

Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to s ...

World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance.

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Welcome to Thoughts on the Market. I'm Ma ...