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ESG Alpha
October 7, 2024
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A Midsummer Green Tailwind Hits the World
The Energy and Climate policy shifts of late present interesting long/short opportunities. While the U.S. green energy and climate change agenda has been revived with the passage of the Inflation Reduction Act of 2022, it is too early to conclude that unexpected “green” tailwinds supplant the headwinds which are likely to continue coming from the Federal Reserve to curb inflationary pressures. In Europe, persistently high energy and gas prices will eat into the profit margins of several energy efficiency laggards in industries such as chemicals, fertilizers and steel.
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