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Rob Barnett Profile picture
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18 Sep, 3 tweets, 5 min read
What’s driving the gas price surge? 1/

@PatAlvarezB chalks it up to these factors: Natural gas prices in Europe may remain elevated heading into the winter amid a tightening supply scenario and below-average storage levels, subdued LNG and pipeline imports.

#ONGT #Gas #LNG
2/ The run-up in CO2 prices are also a factor: As CO2 prices increase, electric generators are incentivized to operate cleaner burning #gas plants at the expense of coal, which helps to drive gas demand higher and consequently may provide structural support for higher gas prices.
3/ Will the run-up in #gas prices be transitory or enduring? What about #oil? Is the rise in #carbon prices structural?

Read our analysis on @TheTerminal by visiting BI<GO> #OOTT #ONGT #EUETS #carbon #energytransition #wind #solar #renewables

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Rob Barnett Profile picture
3 Jul
👇 I really like this, and it rings true with my career experience.

I started my career doing long-form market and investment research - 50 page PDFs essentially.

But for the last 10 years I’ve worked at Bloomberg, where we’ve helped to pioneer fast, brief, modular research. 1/
2/ Slow research has its place, but when you spend months (or longer) writing a 50+ page report, there’s a lot of potential for stranded insight.

What’s worse, there’s a possible shot-selection problem: you could spend months researching a topic that nobody cares about.
3/ At Bloomberg Intelligence, most of us have a daily publishing cadence. We still write the equivalent of 50-page research reports over the course of a couple of months — just imagine publishing 1-2 pages at a time.
Read 9 tweets
Rob Barnett Profile picture
3 Apr
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
Read 5 tweets
Rob Barnett Profile picture
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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