With Covid-19 creating so much uncertainty in deal markets, it is easy to assume that the outlook for investors in energy and natural resources assets for 2020 is dismal. Yet while the focus in the short term may be shifting away from typical investments and reallocating towards capturing the contango trade, it looks likely that those that have invested wisely over the past five years will continue to benefit from an upside by the end of this year.
The need to turn grey metals green is rapidly moving up the agenda as the production of steel and aluminium in particular, comes into the spotlight as a result of its greenhouse gas emissions.
Julie Arnold began her career in the energy industry as a UK power trader when the market was deregulating in the late Nineties. She was Head of Power Trading for Asia Pacific at RWE until last year, when she became an independent consultant helping clients develop cross-border trading strategies, with a particular interest in Japan. Here, she talks to Jenita Riat, Director of EMEA Power, Gas and Energy Transition at Human Capital.
When European energy traders assembled in Germany at the end of February for E-World, coronavirus was already making its presence felt and concerns were rising. The number of attendees was lower than it has been in the past. Plenty of people cancelled meetings as we saw the beginning of what has now become a much more widespread movement to halt large gatherings and limit face-to-face interactions.
Instagram certainly lacks the power to solve the industry’s resourcing problem alone. But, if used in an authentic fashion by senior executives to share advances, insights and latest thinking, it could just help destigmatise the industry and at least pique the interest of a somewhat reluctant next generation.
The IMO’s strict sulphur limit on bunker fuel will come into force in January 2020. Preparing for the change will drive demand for staff with specific talents
In the shift from fossil fuels to cleaner energy solutions, LNG undoubtedly has and will continue to play a pivotal role in the changing landscape of the industry.
Recent developments in food and nutrition show more discerning Asian consumers keeping pace with other markets when it comes to demand for healthy alternatives
It has been a challenging period for Mexico’s energy sector, waiting on the 2018 election and subsequent assumption of power by the left-leaning Andres Manuel Lopez Obrador in December. There remains significant uncertainty of whether energy reform will continue or be stopped in its tracks.
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