by Jacques Lemoisson | Jun 30, 2021
Decarbonization needs to be inclusive. We need to run fast in this fight and nuclear is one of the solutions. Have a look at this chart… Germany generates 16% of its electricity via Renewables but 77.5% is coming from Oil+Gaz+Coal. In France due to Nuclear, 50%...
by Jacques Lemoisson | Feb 24, 2021
The speech of today was far more interesting than the previous one!!!! Some real important comments : 1 – He said this will be the year in which the FED engages with public on Digital Dollar!!! Exactly as expected and shared in our previous Global Macro Insight....
by Jacques Lemoisson | Feb 21, 2021
But on Saturday, traders in the relatively small and obscure world that is the physical gas market were singularly focused on one very big problem: exchanges were demanding more collateral because of the volatility. Some traders looking to raise more collateral...
by Jacques Lemoisson | Feb 15, 2021
This is one of the investment axes in my China Decarbonization 2060 portfolio. But there is no free lunch… ArcelorMittal, Europe’s biggest steelmaker, has estimated that decarbonizing its facilities on the continent in line with the EU’s drive to eliminate net...
by Jacques Lemoisson | Feb 15, 2021
The Electric Reliability Council of Texas asked consumers on Sunday to conserve “as much as possible” until Tuesday as it coped with frigid conditions that sapped electricity supplies. As Zerohedge pointed out well : “Ancillary Services, specifically Responsive...
by Jacques Lemoisson | Feb 12, 2021
2 points questioning and highlighting the lack of fundamentals in this market and in ESG rating methodology. Tesla made more profit after its $1.5bn bets in Bitcoin than all car sales in its history… Interesting to hear the outstanding silence of ESG analysts...
