The Green Dollar
Environment Timeline


2012-13: SG’s smart grid applications

2013: The year of Volkswagen Electric Cars


—5 million electric car charging points with cumulative revenues of US$6.5 billion set-up in cities worldwide (source: BT)

–Russia’s Gazprom (world’s largest gas producer) to start supplying to China

2020: Petrol supply to plateau (source: CNA)


—Paper resources to die out (source: CNA)

—IMSD aims to have 35% improvement in energy efficiency from 2005. (IMSD report)

—IMSD aims to have recycling rate of 70% (IMSD report)

—IMSD reduces domestic water consumption to 140L/ person/ day (IMSD report)



No comments yet.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Blackrock: Profile

Blackrock is focused on companies that

1. have individual stock specific catalysts to release additional value

2. benefit the most from an improvement in the macro environment, through either higher oil prices or increased industry capital expenditure.

3. oil services

(Backdrop of oil price driven earnings revisions is a positive one, there are many company-specific factors to highlight even in flat price environemnt. Companies that are low-cost producrs and have strong resource positions, and high impact exploration programmes that are attracting value.)

For more information, contact:
Robin Batchelor, MD, portfolio manager and joint chief investment officer of blackrock's natural resources equity team, or Poppy Allanby: fund manager of Blackrock's natural resources equity team.

%d bloggers like this: