Is This How Oil Ends?
On February 28, the Strait of Hormuz shut down, stranding 20% of the world's crude exports and 20% of global liquified natural gas (LNG) capacity. Energy crises usually send the world running back to coal; but this time, coal generation outside China actually fell, while wind, solar, and batteries picked up the slack. Host Mike Disabato talks with MSCI's Chris Cote about whether a war in the Middle East just accelerated the end of fossil fuels, which industries can pivot now, and why countries burned twice by energy dependence may never go back.
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Sustainability Now Podcast
The world of Sustainability explored. A rotating cast of environmental, social, and governance researchers join hosts Mike Disabato and Bentley Kaplan as they discuss the most pressing news of the week. But in an enjoyable way.
The Opportunity in Energy Disruption — Batteries Included
Battery costs are down 93% since 2010. For investors, this changes the energy-transition calculus: the substitution case no longer depends on policy. It's already here.
MSCI Energy Transition Score: A New Dimension of Risk
How can investors better gauge transition readiness? The MSCI Energy Transition Score provides new insights beyond existing metrics and shows limited market sensitivity across asset classes.
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