Commodities Series Pt iv: Commodities, environment & the green energy transition

Investors are becoming increasingly cognizant of the positive impact their decisions can make on the environment. As a green energy transition accelerates, the commodities consumed in the future will be different to those consumed today. Investors have an opportunity to try and get ahead of this structural shift and position themselves with the commodities expected to benefit. Greater consideration for the environment may also mean that the pace at which raw materials can be extracted (mined or drilled for example) will be slower than what we have seen in the past. Supply constraints may offer further price support to certain commodities. In part iv of this webinar series we will shed light on the following: •The frontiers where the green energy transition might be accelerating •Where supply risks are most prevalent •How investors can participate in the theme through commodities. After a challenging start to 2020, the commodities complex recovered well in the second half of the year and is entering 2021 with a lot of positive momentum. Across this series we take a look at the key themes that we believe are likely to drive the commodities markets in 2021. •A cyclical economic recovery – how will the manufacturing rebound impact commodities? •Structural recovery - will infrastructure investment add a further tailwind to commodities? •A focus on the environment – is the green energy transition accelerating? •La Niña – how can nature disrupt the agriculture complex? Other webinars in this series: + Part i: The impending reflation and portfolio readiness + Part ii: A red sky at night, a commodity trader’s delight? + Part iii: Mind the (infrastructure) gap