With a jump of +151.5% in 2024, leading graphics card manufacturer Nvidia has clearly been the winning bet of the year, given that the company seems unavoidable if one is to capitalise on the AI craze.
Sustainability
Clean Energy: our 4 convictions for 2024
2023 will go down in history as a particularly difficult year for the renewable energy sector. The geopolitical situation caused companies involved in fossil fuels, the only ones capable of responding quickly to shortages, to take a dive. Between virtue and the urgent need to find energy sources to replace Russian exports, the market’s choice was quickly made.
The advent of AI: an opportunity for the climate?
With their traditional sense of proportion, the markets have taken note of the gigantic potential of AI (Artificial Intelligence) and ML (Machine Learning) technologies. Even their most enthusiastic critics are struggling to establish the limits of what it will be possible to do with these tools.
Every economic agent is now called upon to consider the impact that AI will have on their business. But the question also arises in the area of climate change, especially as there are real differences of opinion at the moment. At this stage, some see AI as more of a threat than an opportunity.
Water: chronicle of a crisis foretold
While water seemed inexhaustible almost everywhere in Europe, climate change and the increase in periods of drought have made a scarce commodity a critical resource. To tackle the crisis, major investments are needed, as well as a profound change in our consumption habits.
A sector with impact
Current announced infrastructure spending plans make it the “number one” sector for global capital investment over the next ten years. Although, the infrastructure sector is intrinsically environmentally challenging in terms of greenhouse gas emissions, environmental pollution, habitat destruction and species extinction, we also believe there is an immense opportunity to promote responsible investment in this sector.
A tailor-made ESG strategy
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What is green hydrogen? A USD 100 billion question
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The energy transition according to Elon Musk
His excesses, his megalomania, and his very personal conception of governance have made Elon Musk a particularly divisive figure. However, whether you like him or not, the fact remains that the plan to decarbonise the economy presented last month by Tesla is worth looking into.
Has the outlook changed for fossil fuels?
2022 was one of the most successful years for the oil and gas industry; the industry is estimated to have made income of USD 4trn vs an average of USD 1.4-1.5trn in previous years. The six largest western oil companies made more money than in any year in the history of the industry: over USD 200bn.
Energy transition: Switzerland is falling behind
While the climate emergency is becoming more pressing by the day, our country is continuing its usual policy of (very) small steps at a slow pace. And while solar power is now the cheapest source of electricity, we continue to rely heavily on fossil fuels.