SmarterMarkets™ What are SmarterMarkets? Episode 1 | Jeff Currie, Goldman Sachs Global Head of Commodities Research
Jan 15, 2022
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Investment Lags Commodity Price Surge
- Despite rising commodity prices and inflation signs, investors have retreated from commodities due to past losses and ESG constraints.
- Capital inflow to commodities usually lags price rises by two to three years until managers see stable returns.
Nuclear's Role in Green Transition
- A reliable electricity supply, including nuclear, is crucial for a green economy.
- Europe's gas crisis exposed risks of renewable intermittency, highlighting nuclear's strategic role in decarbonization.
Nuclear Energy Political Challenges
- Political decisions reflect public sentiment, complicating nuclear energy acceptance.
- Nuclear energy's higher energy density and smaller waste footprint challenge perceptions and support decarbonization needs.