Investment in the energy transition is forecast to reach a record $1.7 trillion in 2023, 60% of an estimated US$2.8 trillion set to be invested globally in energy — but it’s not enough. To reach global global net-zero targets, BloombergNEF estimates investment must average $4.55 trillion until 2030. McKinsey suggests it could cost even more, … Continue reading What would “Peak Green” mean for commodity investors