The Green Dollar

Environment Timeline

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Timeline

2012-13: SG’s smart grid applications 2013: The year of Volkswagen Electric Cars 2015: —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) 2030: —Paper resources to die out … Continue reading

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.