Which segment performed better in 1Q this year: The global #wind industry or global integrated #oil majors? 1/5

You can load this chart on @TheTerminal by running {G #BI 108158}. #OOTT #EnergyTransition #ESG
2/ Follow-up: Which segment performed better over the last 12 months? #wind vs. big #oil
(Hint: different answer.)
3/ And over 5 years? #wind vs. big #oil
4/ Here are the top 10 constituents of the ISE Clean Edge Global Wind Energy Total Return Index (GWETR) and the MSCI World Oil & Gas Net Total Return USD Index (M1CXTXC). $VWS $SGRE $XOM $CVX $FP $BP $RDSA
5/ Visit {BI WINDG<GO>} and {BI INTOG<GO>} on @TheTerminal to read our research. Let me know what you think:
-->What will the rest of 2021 look like?
-->Will the #oil and #wind industries become more correlated as the integrateds allocate more capex toward clean energy?

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More from @barnettenergy

1 Apr
Tell me what you think: are #carbonneutral targets real, or just a form of green washing? 1/5
2. / Do you think companies striving to be carbon neutral will perform better over time?

Here's the performance of the basket since year-end 2017. While the BI Carbon-Neutral Theme Basket outperformed the MSCI ACWI in 1Q, it has trailed (slightly) over a longer-term basis. Image
3./ Will all companies eventually need a carbon target to satisfy #ESG investors?

No real surprise here -- our carbon neutral theme basket has grown over time as more and more companies pledge to become carbon neutral. We currently have 179 companies in the group. Image
Read 5 tweets

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