At SVI we reflect that traditional confrontation on oil and gas reserves has to be considered in the light of climate change risk and decarbonization trend of world economies. The awareness of such topics is still very low but geopolitics will need to be revisited...
The recent oil price shock has deeply affected corporations such as Chevron and Exxon Mobil, but also the long-term trend in oil demand seems to pose risks. As the sector is evolving, activist investors are becoming increasingly vocal with respect to environmental matters and are leading change in...
Consumption of plastic destinated for single-use items, especially personal protective equipment, has grown dramatically in the last months due to COVID19. This phenomenon has been worsened by lockdown-driven behaviors and the oil price crash which has made recycled plastic more expensive. While overall plastic demand is expected to...