As we kick off the second half of 2023, we wanted to review some of the key developments from the first half of the year in the clean energy space and review the results of the S&P Global Clean Energy Index Series rebalance
Tag: ETF sectors and rotation
In Energy Transition, Metals Are Mandatory
The futures-based KMET holds contracts of the metals that are foundational pieces in the renewable energy transition, including aluminum, copper, nickel, zinc, cobalt, and lithium. Through growing efforts to combat climate change,
Propane Helps Fuel Midstream/MLP Growth
Propane and other natural gas liquids (NGLs) have been important growth drivers for midstream companies as global demand for these products increases, particularly for petrochemical applications. Growth in NGL
Decarbonisation Of Petrochemicals Needs More Cross-Sector Effort
Decarbonisation pressures are also coming from the end of the value chain, including companies that use petrochemicals for their own products, such as packaging in the food and beverage and retail industries (more examples will
Cautiously Optimistic On Commodities
In addition to demand concerns tied to slowing economic activity, seasonal factors also play a role when some investors “sell in May and go away.” While we’re hesitant to mention such an overused trope, energy markets are
Healthcare Sector Makes for Healthy AI Outlook
“The biopharma industry specifically is moving to unlock the potential of A.I across multiple areas, including drug discovery, clinical development, manufacturing and physician patient engagement.” “We see two broad
U.S. Midwest Drought Emphasizes Importance of Water Resources
As mentioned, this opens opportunities for niche exchange traded funds (ETFs) like the Invesco Water Resources ETF (PHO) . Niche funds may present the potential issue of being over-concentrated in a few holdings,
Consumer Spending Shifts For H2 2023: Services Cruising Through
Consumers have shifted spending away from goods (like clothing, accessories, and furniture). Even after losing market share, the company still has about 62% market share in the U.S. Service-based industries like
U.S. LNG Export Capacity Continues to Grow, Benefitting Midstream
In total, not including projects that are under development, peak U.S. LNG export capacity will increase in coming years to over 24 billion cubic feet per day (Bcf/D). Currently, Cheniere and Cheniere Energy Partners
Market for Energy Transition Metals Doubled in 5 Years
“Driven by rising demand and high prices, the market size of key energy transition minerals doubled over the past five years, reaching USD 320 billion in 2022,” the IEA wrote. The energy transition continues to drive
Meta’s Threads Fuels Growth In Communication Services ETFs
This explosive growth is aided by the fact that Threads is connected to an extremely popular existing social network, Meta’s Instagram. The development of new social media platforms seems to occur at an
S&P GSCI Mid-Year Recap And Lithium Added To S&P GSCI Electric Vehicle Metals Index
Surging futures activity on CME Group’s lithium contract allowed for entry into the S&P GSCI Electric Vehicle (EV) Metals Index . A production-weighted index with liquidity filters, the S&P GSCI added light sweet
Sabine Royalty Trust Remains Risky, Despite Its Recent Correction
Almost three years ago, I recommended buying Sabine Royalty Trust ( NYSE: SBR ) for an expected strong recovery from the pandemic. The stock essentially tripled in just two years. However, back in September and in December , I recommended selling Sabine Royalty Trust due to its
Global Aviation Outlook: Air Fares Climb Higher Amid The Unprecedented Recovery Of Travel
By Rico Luman , Oleksiy Soroka A soft landing for global aviation After an unprecedented drop in demand for air travel during the Covid-19 pandemic, the aviation sector is witnessing a significant rebound. Travel