Clean energy stutters and breathes life back into the dirty 'old sectors'

  • Clean energy headwinds: higher finance cost, US-China splits on tech and emissions, persistent fossil fuel subsidies

  • BP and Shell rein in 'green' strategies, Exxon and Chevron bulk up on shale, DM governments push out transition targets

  • Portfolio exposure to commodities and companies linked to the clean alternative energy and dirty conventional energy
November 15th, 2023
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