IEA sees faster Renewables transition, but who pays or votes for it?

  • The IEA's latest outlook argues that targeted Renewables adoption has accelerated as a result of the Russia-Ukraine War

  • In our view, risks to Renewables targets are insufficient global coordination, financial capital and political mandates

  • In EM equities, an ultimate hydrocarbons-to-renewables shift harms Saudi-GCC, Russia, Nigeria, but helps Chile, Peru
October 27th, 2022
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